Tag: Financial Advisor
Demographics, Healthcare Costs, and Social Security: The Perfect Storm for A Future Depression. (Ep. 13)

Demographics, Healthcare Costs, and Social Security: The Perfect Storm for A Future Depression. (Ep. 13)

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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 benefits. 

While emphasizing the importance of financial preparedness and caution against unnecessary risks, they also discuss the US national debt and the global nature of the potential depression. Charlie and Peter stress the need for investors to work with fiduciaries who prioritize their clients’ best interests. 

Peter and Charles discuss: 

  • The importance of working for investors with fiduciary responsibility in their client’s best interest 
  • Rising healthcare costs and its impact on the economy
  • Difficulty of cutting social security benefits and entitlement programs
  • Importance of financial preparedness and caution against unnecessary risks
  • US national debt and the global nature of the potential depression
  • And more

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Coaching and Seamlessly Evolving With Your Practice with Michael Brinkley, CFP®, CEPA (Ep. 12)

Coaching and Seamlessly Evolving With Your Practice with Michael Brinkley, CFP®, CEPA (Ep. 12)

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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 the need to consider both financial and personal aspects when planning for an exit. 

Michael discusses: 

  • Common obstacles in business deals regarding exit strategies
  • The importance of having the right team of advisors by your side 
  • The emotional side of exiting a business and how that can affect the way in which you go about strategizing 
  • And more

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Connect with Michael:

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable or you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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The Most Overlooked Investment Class: Life Insurance with Michael Fliegelman (Ep. 10)

The Most Overlooked Investment Class: Life Insurance with Michael Fliegelman (Ep. 10)

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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 of participating whole-life policies, including stability and protection during market downturns. 

Charles and Michael discuss: 

  • Options for receiving dividends from life insurance policies
  • The tax-free growth of cash value
  • The importance of long-term care coverage
  • The benefits of whole life insurance as a financial safety
  • And more

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Connect with Michael Fliegelman: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy ensures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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The First Meeting at Wealth Enhancement Group (Ep. 3)

The First Meeting at Wealth Enhancement Group (Ep. 3)

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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 at Wealth enhancement group? 

In this episode, Charlie Massimo and Peter Anastasian explain everything you need to know about the first meeting they have with a potential client at Wealth Enhancement Group. Charlie and Peter address the questions they ask during this process to know better your emotions and needs and the importance of trust from both parties.

Charlie and Peter discuss:

  • Their approach to the first meeting with potential clients
  • The importance of humanizing and personalizing financial planning to understand clients’ emotional needs
  • Their approach to making promises to clients
  • The importance of truth in their client relationships
  • And more!

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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