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
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?...
Mark as Played
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...
Mark as Played
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...
Mark as Played
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 ...
Mark as Played
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 ...
Mark as Played
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...
Mark as Played
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...
Mark as Played
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...
Mark as Played
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...
Mark as Played
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...
Mark as Played
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 ...
Mark as Played
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...
Mark as Played
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 ...
Mark as Played
November 14, 2024 • 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.
Tax efficient investing is a strategic approach d...
Mark as Played
November 7, 2024 • 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.
Financial wellness programs have become an essent...
Mark as Played
October 24, 2024 • 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.
Social Security is a cornerstone of retirement pl...
Mark as Played
October 3, 2024 • 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.
When planning for retirement, understanding the d...
Mark as Played
September 19, 2024 • 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.
Collin Habig is a renowned expert in maximizing re...
Mark as Played
August 29, 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.
This episode's guest co-host, Collin Habig, an a...
Mark as Played
August 15, 2024 • 34 mins
URL: https://legalbrains.com/our-attorneys/michael-vater-esq/
Episode Summary:
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 leg...
Mark as Played
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