Kris Flammang

The Confident Retirement

Business EN ↓ 170 episodes

The Confident Retirement Podcast with Kris Flammang and Mark Picchi aims to empower listeners with simple, common sense financial wisdom. Kris and Mark are the partners of LPF Advisors, a financial services firm in Sarasota, Florida. On the show, they deliver entertaining insight and a wealth of knowledge from experts in the financial world. From time to time, Kris and Mark share their own experiences as financial experts - how to retire in a way that’s aligned with what people seek most - the right advice from the right people at the right time in the right way based on what they value most i...

Author

Kris Flammang

Episodes

Episode 171: 2026 Tax Law Changes Explained 16.02.2026 11:05

The information we provide is our opinion and not necessarily that of our firm or this platform. We provide general information on the podcast, not any customized investment advice. Nothing should be construed as financial, tax, or legal advice. You should consult with your own professionals about your personal situation. In this episode, Kris Flammang kicks off the first Confident Retirement Podc...

Episode 170: New 401k Catch Up Rules 4 High Earners 13.11.2025 12:20

The information we provide is our opinion and not necessarily that of our firm or this platform. We provide general information on the podcast, not any customized investment advice. Nothing should be construed as financial, tax, or legal advice. You should consult with your own professionals about your personal situationIn this episode, Kris Flammang is joined by guest host Colin Habig to break do...

Episode 169: If Jerry Maguire was a Wealth Advisor - Part II 16.09.2025 43:49

DISCLAIMER:The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. 🎙️ Thi...

Ep 168 If Jerry Maguire was a Wealth Advisor - Part I 28.08.2025 31:06

📌 The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor, or Attorney on your specific situation. Nothing shall be construed as Financial, Tax, or legal advice or recommendations. 🎙️ This week...

Ep 167: Great Money Moves for Young Careers 31.07.2025 9:35

Ep 166: One Big Beautiful Bill - Need to Knows 15.07.2025 11:44

Ep. 165: College Planning for HENRYs 29.05.2025 10:37

What are the smartest ways for HENRYs (High Earners, Not Rich Yet) to save for their child’s future college expenses—and what are the pros and cons of each option? In this episode of The Confident Retirement Podcast, host Kris Flammang and LPF Advisors’ Armando Faucy-Smith and Collin Habig take a deep dive into college planning for HENRYs. They break down the three most popular ways to save for yo...

Ep 164: Building A Financial Legacy HENRYs 22.05.2025 8:39

How can HENRYs (High Earners, Not Rich Yet) start building a lasting financial legacy, even before reaching traditional “wealthy” status? In this episode of The Confident Retirement Podcast, host Kris Flammang is joined by LPF Advisors’ Armando Faucy-Smith and Collin Habig for the next installment in their special series tailored to HENRYs. They break down practical, actionable steps for high earn...

Ep 163: Lifestyle Inflation HENRYs 15.05.2025 7:34

Are you earning more but saving the same? How to avoid the lifestyle inflation trap that keeps HENRYs from building real wealth. In this episode of The Confident Retirement Podcast, host Kris Flammang and advisors Armando Faucy-Smith and Collin Habig from LPF Advisors continue their special series designed for HENRYs (High Earners, Not Rich Yet). They break down why so many professionals who make...

Ep 162: Building Wealth Through Investing - HENRYs 24.04.2025 8:03

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor, or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Are you a high e...

Ep 161: Financial Pitfalls for Henry's 03.04.2025 10:08

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Why is diversific...

Ep 160: Demystifying Diversification 27.03.2025 10:20

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Why should over-d...

Ep 159: Emergency Fund Basics 20.03.2025 8:06

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. What is the purpo...

Ep 158: Estate Planning 101: The Basics 13.03.2025 7:41

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. What is the diffe...

Ep 157: 2025 Economic Outlook 06.03.2025 50:03

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Phil Blancato, an...

Ep 156: Moderna Equity Awards - YES 27.02.2025 8:15

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Moderna's YES Pla...

Ep 155: Systematic Withdrawals in Retirement 20.02.2025 10:33

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. A systematic with...

Ep 154: Retirement Plan Changes SMH 13.02.2025 9:01

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Sarasota Memor...

Ep 153: Pension Plan Payout Options 06.02.2025 13:49

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Choosing the r...

Ep 152: Roth IRA Conversions 101 30.01.2025 13:50

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Roth IRA conve...

Ep 151: Holy Buckets! The Other Retirement Income Strategy 12.12.2024 11:57

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. The bucket strat...

Ep 150: Inherited & Stretch IRA Basics 28.11.2024 7:33

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. The Secure Act h...

Ep 149: Tax Efficient Investing Tips 14.11.2024 10:55

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Tax efficient...

Ep 148: Financial Wellness Programs 07.11.2024 9:13

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Financial well...

Ep 147: Social Security Basics 24.10.2024 9:43

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Social Securit...