The Confident Retirement

The Confident Retirement

The Confident Retirement Podcast with Kris Flammang and Mark Picchi aims to empower listeners with simple, common sense financial wisdom. Kris and Mark are the partners of LPF Advisors, a financial services firm in Sarasota, Florida. On the show, they deliver entertaining insight and a wealth of knowledge from experts in the financial world. From time to time, Kris and Mark share their own experiences as financial experts - how to retire in a way that’s aligned with what people seek most - the right advice from the right people at the right time in the right way based on what they value most in life. Each week on The Confident Retirement Podcast, Kris and Mark bring you experts who are in the trenches everyday – assisting people with life’s big decisions and navigating the certainty of uncertainty. Join them for dynamic conversations highlighting tried and tested strategies to feel more confident in your financial journey.

Episodes

Episode 169: If Jerry Maguire was a Wealth Advisor - Part II

September 16, 2025 • 43 mins
DISCLAIMER:The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. 🎙️ This Week on The Confident Retiremen...
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Ep 168 If Jerry Maguire was a Wealth Advisor - Part I

August 28, 2025 • 31 mins
📌 The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor, or Attorney on your specific situation. Nothing shall be construed as Financial, Tax, or legal advice or recommendations. 🎙️ This week on The Confident Retirement Po...
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Ep 167: Great Money Moves for Young Careers

July 31, 2025 • 9 mins
📌 The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor, or Attorney on your specific situation. Nothing shall be construed as Financial, Tax, or legal advice or recommendations. This week on The Confident Retirement Podcast,...
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Ep 166: One Big Beautiful Bill - Need to Knows

July 15, 2025 • 11 mins
📌 The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor, or Attorney on your specific situation. Nothing shall be construed as Financial, Tax, or legal advice or recommendations.  In this timely episode of The Confident Retir...
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Ep. 165: College Planning for HENRYs

May 29, 2025 • 10 mins
What are the smartest ways for HENRYs (High Earners, Not Rich Yet) to save for their child’s future college expenses—and what are the pros and cons of each option?In this episode of The Confident Retirement Podcast, host Kris Flammang and LPF Advisors’ Armando Faucy-Smith and Collin Habig take a deep dive into college planning for HENRYs. They break down the three most popular ways to save for your child’s education—529 plans, cust...
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Ep 164: Building A Financial Legacy HENRYs

May 22, 2025 • 8 mins
How can HENRYs (High Earners, Not Rich Yet) start building a lasting financial legacy, even before reaching traditional “wealthy” status? In this episode of The Confident Retirement Podcast, host Kris Flammang is joined by LPF Advisors’ Armando Faucy-Smith and Collin Habig for the next installment in their special series tailored to HENRYs. They break down practical, actionable steps for high earners still on their journey to buil...
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Ep 163: Lifestyle Inflation HENRYs

May 15, 2025 • 7 mins
Are you earning more but saving the same? How to avoid the lifestyle inflation trap that keeps HENRYs from building real wealth.In this episode of The Confident Retirement Podcast, host Kris Flammang and advisors Armando Faucy-Smith and Collin Habig from LPF Advisors continue their special series designed for HENRYs (High Earners, Not Rich Yet). They break down why so many professionals who make excellent money still struggle to bu...
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Ep 162: Building Wealth Through Investing - HENRYs

April 24, 2025 • 8 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor, or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Are you a high earner who hasn't built wealth yet?...
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Ep 161: Financial Pitfalls for Henry's

April 3, 2025 • 10 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Why is diversification important for managing risks...
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Ep 160: Demystifying Diversification

March 27, 2025 • 10 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Why should over-diversification be avoided in portf...
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Ep 159: Emergency Fund Basics

March 20, 2025 • 8 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. What is the purpose of an emergency fund? Armando ...
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Ep 158: Estate Planning 101: The Basics

March 13, 2025 • 7 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. What is the difference between a will and a living ...
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Ep 157: 2025 Economic Outlook

March 6, 2025 • 50 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Phil Blancato, an experienced investment manager an...
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Ep 156: Moderna Equity Awards - YES

February 27, 2025 • 8 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Moderna's YES Plan offers its employees a unique op...
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Ep 155: Systematic Withdrawals in Retirement

February 20, 2025 • 10 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. A systematic withdrawal strategy is essential for r...
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Ep 154: Retirement Plan Changes SMH

February 13, 2025 • 9 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform.  I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.   Sarasota Memorial Hospital has recently made sign...
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Ep 153: Pension Plan Payout Options

February 6, 2025 • 13 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform.  I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.   Choosing the right pension payout option is a cri...
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Ep 152: Roth IRA Conversions 101

January 30, 2025 • 13 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform.  I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.   Roth IRA conversions offer a strategic financial ...
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Ep 151: Holy Buckets! The Other Retirement Income Strategy

December 12, 2024 • 11 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform.  I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. The bucket strategy is an innovative approach to r...
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Ep 150: Inherited & Stretch IRA Basics

November 28, 2024 • 7 mins
The information I am providing is my opinion and not necessarily that of my firm or this platform.  I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. The Secure Act has brought significant changes to ...
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