Financial Futures: A Measured Wealth Podcast

Annuities are often misunderstood, but the right strategy can play a valuable role in retirement planning. George sits back down with Victoria Gibbs, CFP®, and Chartered Life Underwriter®, to discuss how different annuity solutions can help generate guaranteed income, manage risk, protect against long-term care costs, and potentially improve retirement outcomes. From fixed annuities and fixed inde...

In this episode, George is joined by Measured Wealth's resident annuity and life insurance specialist, Victoria Gibbs, CFP®, and Chartered Life Underwriter®. Together, they break down the fundamentals of annuities, including fixed, fixed indexed, variable, immediate, and deferred income annuities, while explaining key features, benefits, and potential drawbacks. Whether you're evaluating...

Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring. Forman Law Group: https://www.ourlegalwebsite.com/ More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.ht...

Today, George is joined by returning guest and Certified Financial Planner Joe Neff to break down what makes an effective annual financial review. They talk about why these meetings should be about more than just investment performance- keeping your plan aligned with life changes, taxes, estate planning, and long-term goals. Tune in to see how to make these conversations more useful, more focused,...

This episode explores the growing role of private equity and private credit in modern portfolios, breaking down how these alternative investments operate and how they differ from traditional stocks and bonds. George is joined by Ed Miller and investment analyst Craig Cooper to discuss the benefits, risks, and increasing mainstream interest in these markets, including concerns around liquidity, tra...

This episode explores how financial advisors can add meaningful value to long-term investment success, breaking down Vanguard’s Advisor Alpha research and its key drivers of improved net returns. George is joined by Michael DiJoseph, CFA, Senior Strategist at Vanguard’s Investment Advisory Research Center, to discuss the evolution of advice- from portfolio construction to behavioral coaching and t...

In this episode of Financial Futures, George talks with wealth advisor and Certified Student Loan Professional Joe Neff about navigating today’s overwhelming student loan landscape. They break down federal vs. private loans, income-driven repayment plans, public service loan forgiveness, and tax-smart strategies for high-debt professionals like doctors, lawyers, and teachers. Joe also shares plann...

Your 30s and 40s are packed with big financial decisions—buying a home, raising kids, building a career, and trying to save for retirement all at the same time. In this episode of Financial Futures, George is joined by returning guest and CFP Joe Neff, to dive into the unique financial challenges and opportunities facing people in their 30s and 40s. They discuss balancing housing costs, childcare,...

A trust can be a powerful legacy tool- but is it the right beneficiary for your retirement accounts? In this episode of Financial Futures, we break down the pros, cons, and tax implications of listing a trust as a beneficiary, especially in a post–SECURE Act world. George is joined by estate planning attorney and return guest Claire DeLorenzo of Forman Law, who shares insights on when a trust make...

Are you getting the most out of your Medicare benefits? In this episode, we break down Medicare’s moving parts- Parts A, B, C, and D- so you can better understand your coverage, costs, and choices heading into retirement. We’re joined by Paul Doran, owner of Doran Independent Insurance, who brings over 30 years of experience helping individuals navigate Medicare, open enrollment changes, and risin...

With three years of strong S&P 500 growth behind us, are investors heading into 2026 feeling bullish or bearish? In this episode, George sits down with Ed Miller, Chief Investment Officer at Measured Wealth, to explore the key market themes shaping that outlook, including artificial intelligence, interest rates, precious metals, currencies, and broader economic signals. Tune in to learn what’s...

When it comes to finances, no two journeys are the same, and the differences can be surprising. In this episode, Measured Wealth Advisor, Alejandra Borge, CFP®, joins us to explore the unspoken chapters of women and money- covering career breaks, caregiving, fertility costs, and planning for life’s unexpected twists. Tune in for practical insights that go beyond spreadsheets to help women take con...

In this episode, George and tax specialist Christine Smith unpack the auto deduction and how business owners can use it to optimize their tax strategy. They explore mileage vs. actual expenses, depreciation rules, record-keeping, and common pitfalls. If you use a vehicle for work, this conversation highlights key planning opportunities before year-end! Get in touch with Christine: christinelambert...

Ever wonder how cash flow, investments, taxes, and estate planning all fit together? Today, George sits down with Joe Neff, CFP®, CSLP® of Measured Wealth, to break down the process and the payoff of smart financial planning.  Joe also shares insights on common retirement questions, behavioral pitfalls, and why a financial plan should evolve alongside major life events.  Resources  🌐 Our website:...

Offering a 401(k) can be a game-changer for your business, but the details matter. In this episode, George is joined by retirement plan sales consultant Leander Macvane of SetAway LLC to discuss why retirement plans matter, what to consider when setting one up, and what to look for when reviewing an existing plan-including key decisions, compliance considerations, and more. Learn more about SetAwa...

Tax filing as a business owner can be complex, whether you're launching a new business or have years of experience. In this episode, Christine Smith- an IRS Enrolled Agent with a master’s degree in taxation and 28 years of experience- joins George to explore the different types of business entities and how they impact your taxes.  Tune in to gain valuable insights that can help you make smart...

Trusts ​can ​be ​complex. We're back with Claire DeLorenzo of Forman Law Group in this episode to break down the basics!  She explains how trusts help avoid probate, protect assets, and provide for beneficiaries over time. Plus, she shares tips on when and why to update your trust as life changes. Forman Law Group: https://www.ourlegalwebsite.com/ More About Claire: https://www.ourlegalwebsit...

Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring. Forman Law Group: https://www.ourlegalwebsite.com/ More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.ht...

With so much talk about passive investing in the market today, active management is fading… or is it? Ed Miller joins us on the show to highlight Measured Wealth's Ultra Portfolio, an actively managed strategy that goes anywhere- from small-cap innovators to large-cap leaders. Learn how rigorous stock screening, momentum, and valuation analysis, and targeted ETF exposure come together to crea...

In this episode of Financial Futures , Ed Miller, Chartered Financial Analyst, dives into the Measured Wealth core portfolios, explaining how they are constructed, managed, and tailored to different risk tolerances. He discusses sector allocation, U.S. versus international exposure, fixed income strategies, and the economic indicators that guide portfolio decisions. Ed also shares how these model...

The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision? Resources  🌐 Our website: https://www.measuredwealth.net/  📞 Phone:...

By now, you’ve probably heard of the One Big Beautiful Bill—but does it live up to its name for individual taxpayers? George is joined by Matt Barbour, Managing Partner of McLeod Ascanio in Portland, Maine, to explore what the legislation really means for everyday filers. Together, they break down key provisions and share practical steps you can take to plan ahead.  Learn more about McLeod Ascanio...

Welcome to the very first episode of Financial Futures ! Host George Zaharopoulos and Measured Wealth founder Ed Benway kick things off with a lighthearted look at what this new show is all about. From boosting your “financial IQ” to making sense of markets, retirement, and planning for the future, they share the vision for bringing fresh insights (and a little entertainment) to your money convers...