Mike DiPaula and Sarah Flora
SWAT Retirement Strategy Hour
Listen to Mike DiPaula & Sarah Flora every Saturday from 2pm – 3pm on WCBM-AM! To learn more visit: Flora & DiPaula Wealth Partners Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM) , a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
Author
Mike DiPaula and Sarah Flora
Category
Podcast website
Latest episode
Mar 23, 2026
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Episodes
Reducing Uncertainty, Creating Certainty in Your Portfolio and Plan - September 27, 2025 29.09.2025 53:03
To learn more visit: Flora & DiPaula Wealth Partners
Top 5 Ways to Boost Your Social Security - September 13, 2025 25.09.2025 53:03
To learn more visit: Flora & DiPaula Wealth Partners
OBBB: Unlock Your Tax Savings & Tax-Efficient Strategies for Retirement Confidence - August 09, 2025 12.08.2025 53:03
To learn more visit: Flora & DiPaula Wealth Partners
Tax Strategies - Keeping More of Your Retirement Dollars - July, 12 2025 14.07.2025 53:03
To learn more visit: Flora & DiPaula Wealth Partners
Beat the Odds: Smart Moves for Sound Retirement - May 31, 2025 02.06.2025 53:03
To learn more visit: Flora & DiPaula Wealth Partners
The Three Essential Pillars of Financial Security - May 17, 2025 17.05.2025 53:03
To learn more visit: Flora & DiPaula Wealth Partners
Tax-Efficient Strategies for Retirement Confidence - March 22, 2025 22.03.2025 53:03
To learn more visit: Flora & DiPaula Wealth Partners
Beware of Stereotypical Investor Mistakes - March 15, 2025 15.03.2025 53:03
To learn more visit: Flora & DiPaula Wealth Partners
Timing of Social Security Benefits - March 01, 2025 03.03.2025 53:03
When it comes to deciding when to start your Social Security retirement benefits, it's vital to remember that everyone's situation is distinct. Your financial circumstances, health, family matters, and retirement dreams all play a critical role in shaping this decision. There's no universal answer or 'one-size-fits-all' strategy that works for everyone. Although many believe that delaying benefits...
The Ticking Clock: We Have 20 Years to Fix Our Looming National Debt Situation - February 08, 2025 10.02.2025 53:03
Our country faces a critical issue: our nation's skyrocketing spending and how it could shake the foundations of retirement confidence. Experts warn that we're on a tight deadline – we might have just 20 years to fix this before we hit a point of no return, leading to severe consequences. To learn more visit: Flora & DiPaula Wealth Partners Insurance products are offered through the insurance...
Tackling the Risks of Taxes and Inflation - January 11, 2025 22.01.2025 53:03
Retirement can offer confidence and fulfillment, but it can also come with financial challenges that can undermine long-term security if left unaddressed. The foundation of a confident retirement may lie in identifying and preparing for the major financial risks that could potentially derail your plans. To learn more visit: Flora & DiPaula Wealth Partners Insurance products are offered through...
Retirement Planning - Three of the Most Important Questions - January 4, 2025 22.01.2025 53:03
Retirement planning hinges on addressing three foundational questions. Firstly, there’s a pressing need to debunk myths about life expectancy and its frequent misuse in financial decision-making. Relying too heavily on misleading statistics, especially when determining sustainable withdrawal rates from savings, can be perilous. To learn more visit: Flora & DiPaula Wealth Partners Insurance pro...
Working with You to Preserve Your Financial Future - December 21, 2024 22.01.2025 53:03
Choosing a financial advisor can feel overwhelming, especially with so many options and titles to sort through—financial planner, broker, investment advisor—it’s hard to know where to start. And when you’re trusting someone with your life savings, getting it right is important. To learn more visit: Flora & DiPaula Wealth Partners Insurance products are offered through the insurance business Fl...
Managing Top 5 Retirement Risks: The Value of a Written Income Plan - December 14, 2024 22.01.2025 53:03
Drawing from pivotal insights of the University of Michigan's study, we highlighted the fluid nature of retirement expenditures. While many anticipate a consistent decline in spending, the reality is far from linear. To learn more visit: Flora & DiPaula Wealth Partners Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula We...
The Roth Conversion Opportunity: A Strategy to Consider - December 7, 2024 22.01.2025 53:03
Today, we're diving into a topic that could have a huge impact on your retirement—and not in a good way if you're not prepared for it. I'm talking about taxes. To learn more vist: Flora & DiPaula Wealth Partners Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practic...
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