Arsenal Financial

The Arsenal Money Clip Podcast

Business EN ↓ 20 episodes

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Then catch up with what's going on in their lives and community and maybe even some Dad jokes. Learn more about Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances...

Author

Arsenal Financial

Category

Business

Latest episode

Jun 5, 2026

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Episodes

Where Assets Meet Impact: A Conversation With Erin Nally and Jan Taylor 05.06.2026

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they sit down with two guests who live at the intersection of assets and impact every day: Jan Taylor, a Watertown community builder and fundraiser launching Raise Lively, and Erin Nally, an estate planning attorney at Starboard Legal in No...

Understanding Young Adults in Financial Launch Mode: The Last Slice of the Sandwich Generation Series 31.03.2026

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they discuss the last group in the sandwich series: the peanut butter and jelly, the people with young adults trying to set out on their own. Doug and Jeremy talk about: The current realities facing young adults in launch mode (and why that...

How to Build Support for Sandwiched Caregivers: A Conversation With Dr. Sara Keary 05.02.2026

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they sit down with Dr. Sara Keary, a caregiver counselor and consultant, to discuss some of the surprising realities of caregiving for older adults today and how to implement plans and support systems. They weave in analogies for football f...

An Introduction to the Sandwich Generation: Are you in a PB&J, Dagwood, or Pastrami Situation? 16.01.2026

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they wrap up 2025 and dive into a topic that will run throughout the next few podcasts to start the year: the sandwich generation. If you're a Millennial or Gen X parent, you're likely in the sandwich generation. Learn which sandwi...

Market Insights and the Three C's With J.P. Morgan's Jordan Jackson 17.12.2025

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they have guest Jordan Jackson on, a Global Market Strategist with J.P. Morgan, to discuss the three C’s guiding his thoughts on the markets and financial planning right now: the consumer, costs, and complacency. Take a listen for financial...

Iron Out Your Money Situation With The Five "Elements" of a Successful Financial Plan 26.11.2025

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they take a look into the five key parts, or elements, of a successful financial plan. Take a listen to hear about: Element 1: Goals as gold   Element 2: Knowledge and awareness, potassium Mythbuster: Should you be like an ostrich? Element 3...

The Psychology Behind a Fulfilling Retirement: A Conversation With Dr. Carol Perlman 17.10.2025

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they welcome psychologist Dr. Carol Perlman on to talk about preparing for retirement with practical tools for routine and constructing positive narratives and identity that help you thrive, not just stop working. Take a listen to hear about...

Your Hero's Journey: Stories and Lessons From Decades of Clients Overcoming Life's Financial Challenges 02.09.2025

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they get together to discuss some of the stories and lessons they've learned from decades of clients making their way through all the challenges life throws their way. Listen to hear about: Jeremy's recent 24-hour adventure race st...

Car Buying Tips With Industry Expert Josh Sack 15.07.2025

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. In this episode they welcome car industry expert Josh Sack to talk about buying a car in today's world. Listen to learn about: Should you buy or lease? What's a car buying advocate and how can they help make things easy fo...

Bringing Back the Lost Art of Income Investing 16.06.2025

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. In this episode they get together to discuss the lost art of income investing. Listen to learn about: What is income investing? Why people have started to forget about income investing (but should come back to it!) What are bonds re...

From Lemonade Stands to 401ks: Building Financial Literacy Foundations Early 27.05.2025

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. In this episode they get together to discuss the importance of finding ways to talk about financial literacy at an early age.  Listen to learn about: How money games such as Monopoly can help introduce the topic Lemonade stands, pig...

Running Your Own Business at Any Age: From Making the Initial Leap to Growing From Me to We 07.04.2025

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. This episode they get together to discuss the realities of being an entrepreneur.  Listen to learn about: Doug and Jeremy's own journeys from corporate jobs to the entrepreneurial world The traits and habits that can drive smal...

Busting Gen X Money Myths 05.03.2025

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. This episode they get together to break down some money myths affecting Gen Xers.  Listen to learn about: Should I invest when the market is at an all-time high? Do I need 10x my salary in order to retire? (Doug gets a little spicy...

Purchasing an Education: Drawing On 35 Years of College Planning Wisdom With Tom O'Hare 08.02.2025

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. For this episode they welcome the podcast's first guest, independent college advisor Tom O'Hare. Listen to learn about: The state of higher education today, from the rising costs for families to the moves colleges and univ...

The Top 5 Rule Changes That Could Affect Your Investments in 2025, Plus Should You Invest During All-Time Highs? 17.01.2025

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear.  This episode dives into the changes coming in 2025 that will impact retirement planning and savings strategies for both individuals and business owners. They jump into: The "Mickey D's Law" increasing 401(k) catch-up...

Reality Check: Tackling Financial Questions in Uncertain Times 27.11.2024

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is a reality check for uncertain times where everybody seems stressed about the future. They dig into the reality of: Gross domestic product, unemployment rate, wage growth, consumer price index. Where these num...

It's Not Urgent Until the Basement Floods: Cleaning Out and Organizing Financial Clutter 27.09.2024

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is focused on all those financial things that have slipped down your to-do list. You'll hear about how things are fine...until they're not: Just as you cram stuff in boxes in your basement and then for...

Retiring is Hard: How to Think About the Financial, Psychological, and Social Sides of Retirement 09.09.2024

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is focused on retirement where you'll hear about: What are the factors that make retiring hard? Why starting early is important for those in their 20s and 30s (even with all of life's other expenses)....

Back to School: Talking Through Financial Planning for College From Your Kid's 1st Birthday to Their 18th 07.08.2024

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is focused on financial planning for college where you'll hear about: How Jeremy's 24-hour adventure race went and how they'll use that theme throughout the episode The 3 age brackets and their di...

Navigating Inflation, the Cost of Waiting, and Dad Jokes 27.06.2024

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is focused on inflation where you'll hear about: The financial and emotional cost of waiting Inflation was scary in the past too! How inflation is affecting real estate, car, and education prices How Doug a...

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