The Live Greater View

What’s the best way to spend your money in retirement? More and more retirees are choosing experiences over things, prioritizing travel and family time over material purchases. In this episode of The Live Greater View , hosts Rose Price, CFP®, and Chris Malone, CFP®, dive deep into the financial planning strategies that can help you make the most of your retirement travel budget. Tune in as they d...

As the seasons change, it's not just our homes that need tidying up—our finances do too! In this episode of VLP Live Greater Podcast , we’re diving into the concept of financial spring cleaning. Just like clearing out clutter from your home, taking stock of your financial situation can set you up for success. Join us as we discuss: How to assess your spending plan (not a budget!) and stay on...

Getting laid off is a tough pill to swallow, but it doesn't have to be the end of your financial journey. In this episode of The Live Greater View , produced by VLP Financial Advisors, hosts Rose Price and Chris Millennium dive deep into the timely topic of layoffs and how to navigate them effectively, no matter where you are in your career. Whether you're just starting out, midway throu...

The financial industry is evolving, but one thing remains clear—women are still underrepresented in financial advising. In honor of Women’s History Month, we’re bringing together the inspiring women of VLP Financial Advisors to share their journeys, challenges, and successes in the field. Tune in as we discuss: How each of our guests found their way into financial planning The statistics behind wo...

Making the right college decision is one of the most impactful choices your family will face—and one of the most expensive. Welcome to The Live Greater View, a financial planning podcast from VLP Financial Advisors, where we help clients navigate life, money, and perspective. In this episode, we tackle the complex process of college planning with insights that can shape both your child’s education...

Are you curious about a career in financial planning? Think it's all spreadsheets, investments, and retirement plans? Think again! In this episode of The VLP Live Greater View , host Andrew Fincher sits down with Richard Tam, a standout financial planning student at George Mason University and former VLP intern, to discuss what it really takes to become a financial advisor in today's wor...

Ready to unlock the secrets of the SECURE 2.0 Act and its transformative impact on your retirement planning in 2025? This episode dives into the most critical updates to 401(k) plans and other retirement strategies, equipping you with the tools you need to make smarter financial decisions. What You'll Learn in This Episode: How the SECURE 2.0 Act enhances employer contributions and impacts yo...

Ready to make 2025 your most financially successful year yet? In this episode of The Live Greater View podcast, financial advisors Rose Price, CFP®, AIF®, and Daniel Lash, CFP®, AIF®, reveal actionable strategies to help you save more, invest wisely, and maximize your financial potential. Whether you're just starting out or looking to refine your financial plan, this episode has something for...

In this episode of The Live Greater View, we dive into the critical decision of choosing the right financial advisor for your needs. With so many options out there, from fiduciaries to commission-based advisors, it can be overwhelming to navigate the landscape.  Learn about the importance of fiduciary responsibility, the differences between fee-based and commission-based compensation models, and w...

Welcome to The Live Greater View , the financial planning podcast by VLP Financial Advisors, where we discuss life, money, and perspective. As 2024 draws to a close, it's time to look ahead and prepare for a promising 2025. How do potential changes in the economy, tax policies, and personal goals shape your financial roadmap? Let’s dive in! In this episode, we explore: The Impact of President...

Welcome to The Live Greater View , your go-to podcast for practical financial planning insights. Produced by VLP Financial Advisors, this episode offers expert guidance on a crucial topic: Medicare Enrollment. Whether you’re enrolling for the first time or reassessing your current plan, you won't want to miss this one. We’re excited to have Emily O’Halloran from EMP Group joining us to break...

Are you confident you understand the ins and outs of your 401(k) investments? In today's episode, we dive deep into one of the most common and misunderstood tools in retirement planning—target date funds. As these funds have become the default in many 401(k) plans, it's more important than ever to grasp their nuances. Join us as we break down what a target date fund really is, how it wor...

Ready to master the art of estate planning? In this episode, we dive deep into the essentials of estate planning with Donna Fincher, a seasoned estate planning attorney. Whether you're a novice or looking to refine your current plan, this discussion is your ultimate guide to understanding the complexities of wills, trusts, and more. Join us as we explore: The crucial role of estate planning a...

Welcome to The Live Greater View , a financial planning podcast produced by VLP Financial Advisors, where we discuss life, money, and perspective. Today, we’re diving into a topic that often comes up with clients as they plan for the future—charitable giving. If you’ve ever wondered how to make a meaningful impact with your wealth, this episode is for you. Charitable giving isn’t just about writin...

Welcome to the Live Greater View, the financial planning podcast brought to you by VLP Financial Advisors. In this episode, we dive into a topic that often confuses and overwhelms many—choosing the right financial advisor or planner. Our hosts unpack the complexities surrounding this decision and provide practical insights to help you make informed choices. In this Episode, We Discuss: The differe...

Join VLP Financial Advisors for a discussion with Bill Hueter on how EOS implementation can help grow your small business. The Entrepreneurial Operating System (EOS) works to combine rapid growth and success with a more balanced life for members of an organization.  To learn more about EOS, you can visit their website: https://www.eosworldwide.com/ VLP Financial Advisors is an independent, full-se...

Embark on a journey through the intricate landscape of managing finances as we age in this insightful episode of The Live Greater View. Join us as we delve into the critical yet often overlooked aspects of daily money management for seniors and their families. In this episode, we uncover the complexities and challenges faced by individuals and families when it comes to handling finances in later s...

Welcome to The Live Greater View, where we unravel the intricate world of small business finances! In this episode, we have the honor of hosting Bob LeMay, a seasoned financial expert with 28 years of experience. Join us as we explore the critical aspects of navigating the financial landscape for micro and small businesses. Key Discussion Points: Understanding Micro and Small Businesses: Bob sheds...

Welcome to another insightful episode of The Live Greater View, where we dive into essential conversations that matter. In today's episode, we have a fantastic guest, Cameron Huddleston, author of "Mom and Dad, We Need to Talk." Get ready for an eye-opening discussion on navigating critical money talks with your aging parents. In this episode, we explore Cameron's journey and t...

Embark on a fascinating journey into the world of wealth management and succession planning with our latest podcast episode. In this insightful conversation, we delve into the themes and challenges faced by financial advisors and their clients, exploring the intricate balance between personal growth, business expansion, and client satisfaction. Key Points Covered: Unpacking the differences between...

Hello, and welcome to another episode of The Live Greater View, where we demystify complex topics and bring you expert insights. Today's episode is a crucial one, especially for our listeners approaching the age of 65 or helping loved ones navigate the intricate landscape of Medicare. In this episode, we've invited a special guest, Emily O'Halloran from MP Group, a seasoned professi...

In this episode, we delve into the crucial world of divorce planning with a Certified Divorce Financial Analyst (CDFA). Whether you're contemplating a divorce or in the midst of one, this discussion provides invaluable insights and practical advice on the essential steps to take after a significant life change. Discover the role of CDFA professionals, explore different divorce methods, unders...

Tax Talk-2023 Insights and Beyond Welcome to another enlightening episode of "The Live Greater View"! In this episode, we're delving deep into recent tax law changes and how they shape the landscape of future financial planning. Tax planning is no longer a once-a-year event—it's a year-round process that requires a keen understanding of the evolving tax rules. We begin by highl...

The Anatomy of a Financial Plan Welcome to a compelling episode of "The Live Greater View". In this episode, we explore the fascinating world of financial planning, understanding it as a dynamic, ever-evolving process. From the tools and software that empower planners to the crucial data that forms the foundation of a financial plan, we uncover the essence of successful financial navigat...

Welcome to the third episode of "The Live Greater View," a financial planning podcast produced by VLP Financial Advisors that discusses life, money, and perspective. In this episode, hosts Rose and Chris dive deep into the world of retirement planning, addressing common questions and sharing expert insights that are valuable whether you're just starting your career or nearing retire...