Michael Aloi
Dollars & Sense: Straight Talk from Mike, an experienced Financial Planner
When it comes to money matters, things can get complicated. Listen in as I provide short, helpful hints from my 20 years as an independent Financial Planner. The views and opinions expressed in this post are solely those of the author and do not represent those of, nor should they be attributed to Summit Financial LLC. Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC.
Author
Michael Aloi
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Podcast website
Latest episode
May 1, 2026
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Episodes
A Primer on Estate Planning - My conversation with Senior Planning Specialist Natassia Najman 01.05.2026 34:44
In this episode, Senior Planning Specialist Natassia Najman gives us an estate planning primer - we cover the basics on Wills, Trusts, documents for adult children, finding and working with an attorney and more, all to help you get started with your estate planning.
Why Choose Us? 3 reasons clients like to work with us 14.08.2025 2:13
I know you have a choice, but in this episode I share three important reasons why I believe we are the right choice to help you plan your financial future.
Market Minute - A quick look back and a look ahead to 2025 23.01.2025 3:42
A recap of investment markets and the US economy in 2024 plus our thoughts on the year ahead.
Got a bonus? Here are 6 ideas on how to divvy it up. 19.01.2023 3:18
It's that time of year for many professionals - bonus season. In this 3-minute podcast I'll share 6 financial planning ideas on how to divvy up the bonus to help with your short and long-term financial goals. Michael Aloi is a Certified Financial Planner with 22 years of experience. For more information please send him an email at maloi@sfr1.com. Disclaimer: Investment advisory and fin...
3 Reasons I like Municipal Bonds (5 mins) 28.03.2022 5:34
What's to like about Municipal Bonds? Here are three reasons to consider municipal bonds, including what to watch out for. Disclaimer: Investment advisory and financial planning services offered through Summit Financial, LLC, a SEC Registered Investment Adviser. Income is generally free from federal taxes and state taxes for residents of the issuing state. While interest is tax free, c...
Market Minute - Stock Market Outlook for 2021 05.02.2021 4:21
It's bulls vs. bears in this quick look at what's in store for the stock market this year.
Why hire a financial advisor? 17.12.2020 4:22
Why hire a financial advisor? What is the value of a financial advisor? In this podcast, hear why the value of an advisor may be more than what you think.
Why now more than ever is a great time for retirement planning 06.11.2020 3:03
With so much uncertainty in the world, some may think this is a challenging time to think about retirement. But I see it differently. Now more than ever, the tools are here to help people plan for the best years of their life.
The 4 P's on Why Investor Portfolios Fail 30.10.2020 3:45
Investors can fail to grow their money for a variety of reasons. Here I share four of the most common reasons - the 4 P's on why portfolios fail.
Wecome 30.10.2020 0:19
Welcome everyone. I hope this podcast provides you easy to follow advice to help improve your financial well-being.
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