Love Financial Group

Love Financial Group Beyond the Numbers

Business EN ↓ 6 episodes

Join Paul Love, Founder and Owner of Love Financial Group, and Elizabeth Love Morrison, Financial Advisor, CDFA and Paul’s daughter, as they explore the financial topics that matter most to you in this monthly podcast. From preserving and managing your hard-earned wealth to navigating the uncertainties of retirement, Paul and Elizabeth break down complex financial concepts into practical, real-world conversations. Do you have enough saved? What will retirement truly look like? How can you make confident financial decisions today that support your future? Drawing on decades of experience and a...

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Love Financial Group

Episodes

Estate Planning: What You Need to Know 07.07.2026 25:55

Today we are talking about estate planning and how it might matter more than you think. And to help us with this conversation we are honored to have Bri Holcombe, an Estate Planning Attorney at Hunt Law Firm here in Houston to help shed some light on this topic. Like the episode? Follow us online: YouTube, @LoveFinancialGroup LinkedIn, Love Financial Group Website, LoveFinancialGroup.com

Understanding Gen Z and Financial Priorities 20.05.2026 26:26

We’re excited to share the first episode in our latest series Firm Feature where we highlight Natan Bondin, Investment Advisory and Client Service Associate at Love Financial Group. In this conversation, Natan shares his personal story, how his background has shaped the way he thinks about money, and the unique perspective he brings as a member of Gen Z entering the financial planning industry. F...

How to Make the Most of Your Social Security Benefits 08.04.2026 19:03

Social Security is one of the topics we receive the most questions about. We'll talk through what to consider as you near social security age. The myth about social security disappearing, how to project your social security, and how to decide the best time for you to start taking it. This episode is filled with valuable information that you simply can't afford to miss! Like the episode?...

Suddenly Single: Your Finances After Losing a Spouse 24.03.2026 28:36

In this episode, Paul and Elizabeth discuss one of life’s most difficult transitions: navigating finances after the loss of a spouse, whether due to death or divorce. Learn how you can prepare now and what common financial challenges and mistakes to avoid during a time that can feel overwhelming. If you’re going through this yourself or supporting someone who is, this conversation offers guidance...

Tackling Taxes: Strategies for Tax Filing Season 03.03.2026 18:52

In this episode, Paul and Elizabeth share practical tips to help you avoid “setting and forgetting” important accounts and ensure your financial strategy stays aligned with your goals. Don’t miss these insights designed to keep you proactive, organized, and one step ahead in 2026. This content is intended to provide general information about Love Financial Group. It is not intended to offer or de...

Financial Best Practices: Tips for 2026 26.02.2026 12:56

Join Paul and Elizabeth as they share financial thoughts for beginning a new year. Hear tips on taking control of your money and putting it to work for you in 2026. This content is intended to provide general information about Love Financial Group. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understa...