Have you considered life insurance as a means to adding a new investment to your portfolio? In this episode, Charles Massimo is joined by Michael Fliegelman from Strategic Wealth Advisor Network and Swan Life Brokerage. They explore the concept of using life insurance as an alternative investment and its unique characteristics. Michael explains the benefits …
While AI learning tools have gained new attention in the world of finance, it’s essential to understand both sides of the coin in order to separate fact from fiction. In this episode, Charlie Massimo and Peter Anastasian speak with Wes Crill, Senior Investment Director & VP at Dimensional Fund Advisors, as he shares his extensive …
Are you feeling uncomfortable discussing legacy planning and estate documents? While it may involve sensitive topics, legacy planning is a crucial aspect of comprehensive financial planning that should be noticed. In this episode, Charlie Massimo and Peter Anastasian speak with Jordan Linn, a Tannenbaum Helpern’s Trusts and Estates (T&E) practice partner. Together they dive into …
Managing your finances goes beyond just number crunching or aiming for the highest return. To create lasting wealth and happiness, it is important to take a holistic approach. This involves looking at your total financial picture, including investments, estate, taxes, and risk management. In this episode, Patrice Sikora interviews Charlie Massimo and Peter Anastasian about …
Are you tired of hearing about diversification without truly understanding its essence? It’s time to demystify this term and uncover the secrets that only a few investors truly grasp. Brace yourself for a paradigm shift that will revolutionize how you approach your investment portfolio. Diversification is a term often heard but rarely understood. In this …
In today’s fast-paced and ever-changing financial landscape, it’s crucial for investors to have a robust strategy that withstands market volatility. In this episode, Charlie Massimo and Peter Anastasian delve into their four-step program designed to help you navigate turbulent markets with confidence and achieve long-term investment success. You’ll learn how to overcome the challenges posed …
Are you confident enough to navigate the complex world of finance and retirement savings on your own? It’s a common belief that many individuals hold, thinking they can handle it without assistance. In our latest podcast episode, Charlie Massimo and Peter Anastasian delve into the intricacies of turning your retirement portfolio into a sustainable source …
Sitting with someone who might change your life can be intimidating. That person could become your financial advisor. That’s why it’s crucial to have a powerful meeting to get to know each other, address important life concerns, and know how we can positively impact your life. Want to know all about the first meeting process …
We all want to be successful investors, but do you have what it takes? From managing biases to focusing on variables you can control, Charlie Massimo and Peter Anastasian reveal the key components of a winning investment strategy. Join Charlie Massimo and Peter Anastasian in their second episode as they reveal the six principles that …
In this first episode, Charlie Massimo and Peter Anastasian, both SVPs of Wealth Enhancement Group, share their journey’s in the financial industry. From starting as an unpaid intern to building a successful business with over $700 million under management, Charlie and Peter discuss the turning points in their careers and the pivoting moments that changed …