Imagine retiring right before the Covid-19 pandemic. The markets plummeted by double digits! So how can you ensure your retirement plan is not significantly disrupted by such market volatility? More importantly, how can you ensure you don’t run out of money? Charlie Massimo and Peter Anastasian answer these questions in this episode. Tune in to …
Have you ever let your emotions get the best of you? You’re not alone! But when it comes to financial planning, emotional decisions can prove to be very costly. In today’s thought-provoking episode, Charlie Massimo and Peter Anastasian speak with Elena Beckius, a leadership coach and senior vice president at Think2Perform. They help you be …
A whopping 72% of 1,260 surveyed adults said they wish they understood Medicare coverage better! This is according to the Nationwide Retirement Institute® 2023 Health Care Costs in Retirement Survey. It’s time to clear the confusion and dispel some common myths. Catch this informative podcast, where Charlie Massimo and Peter Anastasian speak with Kevin Lawrence, …
With a myriad of rules, regulations, and strategies to consider, Social Security can seem like a complex puzzle. It’s a topic our clients frequently ask us about! Join Peter Anastasian and Charlie Massimo as they speak with David Freitag, CLU, ChFC, CRPC, financial planning consultant at MassMutual Financial Group. Together, they debunk common myths and …
As the economy copes with high interest rates and stubborn inflation, you may have come across an unsettling question: Is the traditional portfolio of 60% stocks and 40% bonds still relevant? The short answer is yes. But there are some caveats to consider, like everything else in investing. In this episode, Peter Anastasian and Charlie …
Wealth management may look very different for different professionals. Today, we look at wealth management from the lens of physicians, specifically anesthesiologists who have accumulated wealth over several decades. In this episode, Peter Anastasian and Charlie Massimo speak with Dr. Chris Campese, chair of the Department of Anesthesiology at Glen Cove Hospital, Dr. Leo Penzi, …
In the world of investing, surprises can be the mother of panic. But what if you could be prepared and stay ahead of the curve to maximize protection in the marketplace? In this episode, Peter Anastasian and Charlie Massimo explore how unexpected twists and a lack of preparation can trigger investment panic, offering valuable insights …
There are recessions and there are depressions, and no crystal ball can tell you what’s coming next… In this episode, Charlie Massimo and Peter Anastasian discuss the possibility of a future depression and the factors that could contribute to it. They explore reasons such as demographics, healthcare costs, and the difficulty of cutting social security …
Are you looking to exit your business in the most seamless way possible, allowing for the new leaders to integrate into your business without a huge shift? In this episode, Charlie Massimo and Peter Anastasian are joined by Michael Brinkley, CFP®, CEPA. Michael explains the process of becoming a certified exit planning advisor and emphasizes …
Curious about how to safeguard your assets and navigate the intricate world of insurance? Take advantage of this chance to equip yourself with valuable insights that could transform how you approach insurance and risk management. In this episode, Charlie Massimo and Peter Anastasian are back to discuss the importance of property and casualty insurance for …