Plan. Protect. Invest. — A Sgroi Lawley Podcast

Healthcare is an important part of preparing for retirement, and understanding Medicare insurance can help make the transition less overwhelming. In this educational episode of Plan, Protect, Invest we’re joined by Michele Luthi, Medicare & Individual Health Consultant from Lawley Medicare Solutions. Watch as we discuss the basics of Medicare insurance, including eligibility, enrollment timeli...

In this episode, we are joined by Summer McKellar as we discuss retirement planning strategies for employers, the importance of preparing early for retirement, and how offering retirement benefits can support both business goals and employee retention. Listen to our latest podcast for an educational conversation on planning ahead as a business owner.

In this episode, our team breaks down key considerations including valuation, tax planning, and succession strategies to help support a smooth transition and long-term planning goals. Listen to our latest podcast to learn key steps in the process and how we can help you along the way.

In this episode, we discuss what you can still do before the tax deadline, including last-minute strategies to help make filing season smoother. We cover key opportunities around tax-efficient investing, capital gains, and the decision between Roth and Traditional IRA contributions. We highlight the steps you can take now to stay proactive and move forward with confidence.

In this episode, we discuss key moments on when it's advisable to reach out to a financial planner, such as marriage, divorce, retirement, starting a business, or receiving an inheritance and how thoughtful planning can bring clarity during life’s transitions. We highlight the milestones where working with a financial planner can help you move forward with confidence.

Welcome to our second podcast episode. Today, we take a look at what to review as you set your 2026 financial plan. The conversation focuses on key areas to consider at the start of the year and how small check-ins can help keep your goals on track. Featuring insights from advisors Matthew McAnulty, CFP®, EA, Matthew Clouden, and Hayden Mumbach.

Welcome to our first podcast episode! Today, we’re breaking down the One Big Beautiful Bill and taking a deep dive into what it means for individuals and families. Featuring insights from advisors Matthew McAnulty, CFP®, EA, Matthew Clouden, and Hayden Mumbach.