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

Category

Business

Podcast website

www.lpfadvisors.com

Latest episode

Feb 16, 2026

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Episodes

Ep 146: Roth vs. Traditional IRA 03.10.2024

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.   When planning...

Ep 145: Tax Saving Tips 101 19.09.2024

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. Collin Habig is...

Ep 144: Budget Basics Lead to Bliss 29.08.2024

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 episode'...

Ep 143: Aviation Travel Delay Compensation Under International Law 15.08.2024

URL: https://legalbrains.com/our-attorneys/michael-vater-esq/   Episode Summary: 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...

Ep 142: Moderna RSU Stock Options Workshop 08.08.2024

URL:  https://www.lpfadvisors.com/   Episode Summary: 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, Ta...

Ep 141: Moderna 401K Workshop 01.08.2024

“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” In this workshop...

Ep 140: Supporting Clients' Goals with Tailored Financial and Emotional Guidance 25.07.2024

Episode Summary: 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....

Ep 139: Digital-First Journalism in Evolving Landscape 16.05.2024

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. Mark Gordon is a...

Ep 138: 2024 Economic Outlook 14.03.2024

Episode Summary: “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”...

Ep 137: Building Trust: The Foundation of Client-Attorney Relationships 07.03.2024

Episode Summary: 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....

Ep 136: Secret Systems to Strategic Planning 15.02.2024

“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.” Bruce Willey JD...

Ep 135: What Are Your Options For Excess Cash with Kris Flammang 08.02.2024

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. Looking to invest...

Ep 134: In Tax Disputes, Experience Matters 01.02.2024

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. In this installme...

Ep 133: Estate Plans for Medical Pros and Families Who Want to Avoid Time Clocks 25.01.2024

“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.” Born into a med...

Ep 132: Maximizing Your Retirement Confidence 18.01.2024

“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.” Looking to secu...

Ep 131: Complex HNW Family Law 11.01.2024

“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.” Eliana T. Baer,...

Ep 130: Three Biggest Retirement Mistakes to Avoid 04.01.2024

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. In this episode o...

Ep 129: Divorce Advocacy Done Right 28.12.2023

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. Vicky Townsend is...

Ep 128: What does a Great Benefits Offering Entail? 21.12.2023

“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 recommendation.” In this fan favo...

Ep 127: Straight Forward Injury and Insurance Claim Advocacy 14.12.2023

Episode Summary: “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....

Ep 126: From Doubt to Confidence: A Guide to Stress Free Legal Processes 10.12.2023

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.   Jana Chebat is...

Ep 125: Sticking Together as You Are Coming Apart 30.11.2023

For Sara Horowitz, practicing Family Law and Collaborative Divorce is a calling. Her North Star is helping families and children through divorce and adoption with kindness, education, and integrity. Sara has built a reputation for results by focusing her legal efforts on uncontested and collaborative dissolutions of marriage, child and spousal support, child timesharing, property division, paterni...

Ep 124: From Prosecutor Dreams to Trial Lawyer 16.11.2023

“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.” In this episode...

Ep 123: Proactive Financial Planning for a Secure Future 09.11.2023

“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”   In this podcas...

Ep 122: There’s No Substitute for the Right Business Attorney 02.11.2023

“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”   In this podcas...

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