Alliance Wealth Advisors

Who is this episode for? Whether you’re interested in entrepreneurship, starting or building a business, or considering your own major career move this conversation is for you. About our guest Our guest for this episode is Jeff Roba, President of Roba Family Farms and Lakeland Orchard. What began as a dream started by his parents has steadily grown into one of Northeastern Pennsylvania’s favorite...

Why Listen? In this conversation, we sat down with Garrett Baldwin to talk about the role liquidity plays in financial markets, investing, and personal finance. We explore why liquidity isn’t just about having cash on hand. It is about breathing room—and the ability to keep your options open for individuals and families. As Garrett puts it, having liquidity is essential to every financial plan bec...

As retirement approaches, one of the most important, and most misunderstood, decisions is when to begin Social Security benefits. There is no universal “right” answer. Some individuals choose to start benefits early out of concern about the program’s long-term stability. Others view Social Security as a temporary income bridge to help pay down debt or ease the transition into retirement. The reali...

In our latest episode, we sat down with our own Jude McDonough, who heads up our Retirement Plan Consulting business. We discussed the parties to a corporate retirement plan and their roles in servicing the plan. It was an informative conversation for anyone in charge of a corporate retirement plan. We encourage you to reach out to us if you have any questions about your corporate retirement plan....

We were very excited to support the 28th annual Go Joe Bike Ride to benefit Saint Joseph’s Center. We had a lot of fun in the Backyard on WNEP with Meteorologist Joe Snedeker and were honored to have Sister Maryalice Jacquinot, IHM, President & CEO of Saint Joseph’s Center, as a guest on our Podcast. We discussed the history of their annual summer festival, and the important role it plays in h...

For episode 20, our guest is Alex Morris, founder of TSOH Investment Research and author of the newly released book Buffett and Munger Unscripted : Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings . Before starting his own firm, Alex spent a decade as a buy-side analyst. He earned both his undergraduate degree and MBA from the University of Florida...

As advisors, we help clients navigate life’s big decisions by asking the right questions, not rushing to provide answers or relying solely on spreadsheets and algorithms. Our podcast began with a simple idea: to interview business owners, high performers, and industry leaders about the pivotal decisions that shaped their lives. By exploring these “inflection points,” we aim to share real-life stor...

Recently, members of our team sat down with two tax experts—Brian Kelly of Brian Kelly & Associates and Allan Karaffa of Kronick Kalada & Berdy. Both are experienced CPAs who work closely with clients on tax-related matters. For our latest episode of  Off the Page , we asked them questions about how both business owners and individuals can be proactive and avoid surprises at tax time. A bi...

As an independent firm, we have the flexibility to partner with market leaders to better serve our clients. Stephanie Aliaga is a Global Market Strategist at J.P. Morgan Asset Management, based in New York. Stephanie helps shape and communicate economic views, deliver timely commentary, and maintains forecasting models for weekly submissions to Bloomberg and the Wall Street Journal. She is also re...

About Our GuestEric Markowitz is the Director of Research at Nightview Capital, where he leads high-level research and plays an active role in the day-to-day decision-making for The Nightview Fund. Before joining Nightview Capital in 2016, Eric had a successful career as an investigative journalist, with bylines in The New Yorker, GQ, and Fast Company, among other publications. He is also the auth...

Our latest conversation is the first "Community Spotlight" episode of 2024, highlighting the Cody Barrasse Foundation. While the goal of this podcast is to highlight business owners and high performers to better understand how they make important decisions, these episodes are different. We know there is so much more to life than planning and investing, and we care deeply about the community in whi...

We recently sat down with Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. Before starting that role, Callie was the U.S. investment analyst at eToro, where she educated two million customers about markets. She is one of the rising stars in the financial industry, and her work has been featured on CNBC, Bloomberg, and the Financial Times. We started the conversation around someth...

We often receive questions from clients about whether they should have a trust. While the reasons vary, they most often pertain to earmarking money for children or grandchildren, protecting money if they end up in a nursing home or leaving money to charity. The reality is trusts are very complex and there are legal costs associated with them. Furthermore, there are guidelines to follow that often...

Introducing our guestFor fans of the show Billions, Devin has been called “the real-life Wendy Rhoades”. He is the founder of Lifestyle Integrity, and has been the #1 ranked executive life coach in New York City according to Yelp and Google. He coaches executives in business, finance, politics, media, and education through both personal and professional development. His goal is to help clients, ma...

Interest rates have reached levels not seen since in well over a decade. How should investors navigate this new world of higher rates? Are they here to stay? To help unpack what this seismic shift means we sat down with Jim Jackson. Jim is currently the co-chief investment and officer and senior portfolio manager of Victory Income Investors, which was formerly known as USAA Investments . We had Ji...

For episode #13, we sat down with the CEO of OnePoint, Patrick McMahon. Pat details how he grew up in Peckville Pennsylvania where he was raised by his mother, who was born in Italy and migrated to the United States, and his father an Irish "serial entrepreneur". Pat started working at his dad's driving range as a young boy, and after graduating from Penn State he returned home to Northeastern Pen...

For episode twelve, our guest was Thomas Morgan, who currently serves as a Director for Sapient Capital and is based in New York City. He has worked in a number of roles throughout his career and over the last few years has written a weekly newsletter that became appointment reading for many of the most thoughtful investors on Wall Street. He describes his current role as being a “curiosity sherpa...

For episode 11, I was joined by my colleague, Managing Partner at Alliance Wealth Advisors, Chris Ross, and Stephanie Decker, who serves as the Associate Vice President of Social and Economic Impact at Lackawanna College. Together, we recap the first annual financial impact summit held in partnership with the college in the fall of 2022.Rather than have listeners sit through the entire program, we...

For episode 10, we sat down with entrepreneur John Basalyga. John is the President of Eastern Roofing Systems, and JBAS Realty, a commercial real estate development and management company. During this conversation, John tells his personal story, how his career has evolved over the years, and why he is so passionate about improving Scranton and the entire region through his work. We also look ahead...

For episode 9, we were honored to sit down with David Rutherford the founder and CEO of Froglogic Concepts. Froglogic is a motivational entertainment company. Their mission is to help individuals, executives, and organizations, overcome adversity and achieve success in any environment. He is also an internationally known motivational speaker, best-selling author, world championship performance coa...

For episode 8, we have a unique community spotlight featuring News Director Julie Sidoni and filmmaker Al Monelli of WVIA. We discuss each of their career paths that brought them to where they are today, Al’s new documentary film being released on June 23rd exploring the impact of Hurricane Agnes 50 years later, and the future of public television in today’s digital age. When I first pitched this...

For our latest episode, we sat down with President and Chief Innovation Officer Dr. Jill Murray and Provost Dr. Erica Barone Pricci of Lackawanna College. Lackawanna is a premier, private, college serving the people of Northeastern Pennsylvania. However, the school is focused on taking a different approach to education, and last year it was included in Fast Company’s list of the World’s Most Innov...

For episode six, we are highlighting a great event being held by TecBRIDGE, an organization that is vital to the business community of Northeastern Pennsylvania. On Thursday April 21st, they will be hosting the 20th annual Business Plan Competition at the FM Kirby Center in downtown Wilkes-Barre. We had TecBRIDGE Executive Director Don Webster on to talk about the event, its history, and so much m...

This is the first of our “community spotlight” episodes. While the goal of this podcast is to highlight business owners, high-performers, and industry leaders to better understand their stories and how they make important decisions, these episodes will be a little bit different. We are a firm focused on partnering with our clients to help them achieve their financial goals, but we know there is so...

For episode four, we sat down with real estate developer and the managing partner of Montage Mountain Resorts, Charles Jefferson. We had a very enjoyable conversation that covered Charlie’s roots in Philadelphia, his career path, various real estate projects he has worked on, and how he took the leap from the world of real estate development to managing a ski resort and water park. While Charlie h...