The Gem-Young Wealth Cast with Leo Daprile

This week, Leo Daprile welcomes Elizabeth McConville, Sr. Regional Investment Specialist, Central at AssetMark Asset Management, for the latest Quarterly Market Update on the Gem Young Wealthcast. Together, they break down the current market environment, discuss the economic trends shaping today's investment landscape, and provide valuable perspective on what investors should consider as they plan...

This week, Leo sits down with Sam Morocco, RICP®, Retirement Income Specialist at Gem Young Wealth Advisors, to discuss one of the most important planning decisions many families will face: Aging in Place vs. Long-Term Care. As people live longer and healthcare needs evolve, understanding your options becomes increasingly important. Leo and Sam explore the benefits and challenges of remaining at h...

Leo Daprile sits down with Clint Ansell and Tiffany Crane from Maplecrest Skilled Nursing and Rehabilitation Center to discuss the realities of skilled nursing, rehabilitation, and long-term care. Together, they break down the differences between aging in place, assisted living, and skilled nursing care, helping families better understand when each option may be appropriate. Leo, Clint, and Tiffan...

Leo Daprile sits down with Attorney Joseph Johnson to discuss the legal considerations surrounding aging in place and long-term care planning. Together, they explore the critical legal documents that can help protect you and your loved ones, including wills, trusts, powers of attorney, and healthcare directives. Leo and Attorney Joseph Johnson discuss common mistakes families make when planning fo...

Leo Daprile sits down with Stephen Daprile to discuss the financial realities of aging in place and planning for future care needs. Together, they explore the costs associated with remaining in your home as you age, how those expenses compare to assisted living and long-term care options, and the importance of creating a financial strategy before a health event or crisis occurs. Leo and Stephen di...

Leo sits down with Stephen Daprile and Sam Morocco for an important conversation on life insurance and the role it plays in your overall financial plan. They break down the different types of life insurance, how to determine what coverage is right for you, and why it’s not just about protection—but also about creating stability and flexibility for the future. You’ll also hear common misconceptions...

Leo sits down with Stephen Daprile and Denny White for a powerful conversation on how insurance fits into your overall financial plan. From protecting your assets to managing risk, they break down why insurance isn’t just a standalone product—it’s a key piece of building a strong, well-rounded strategy. You’ll hear how the right coverage works alongside your investments and planning to help keep e...

Leo sits down with Denny White, Chief Revenue Officer at Gem Young Insurance, for an important conversation on buying insurance based on price vs. understanding the full picture. They break down why choosing the cheapest option isn’t always the best decision, how insurance company “report cards” can help you evaluate carriers, and what really matters when it comes to protecting your assets. You’ll...

Leo sits down with Jerald “Jerry” Balestrino, Risk Management Advisor and Senior Health Advisor at Gem Young Insurance, to talk all things Medicare. From understanding your options to avoiding common mistakes, Jerry breaks down what you need to know to make confident decisions about your healthcare coverage. They’ll also cover important updates and how Medicare fits into your overall financial pla...

Leo sits down with Denny White, Becky Olsavsky, and Kim from the Gem Young Insurance team to talk all things insurance claims—what really happens when you file a claim and how to navigate the process with confidence. From the first call to final resolution, the team breaks down what to expect, common mistakes to avoid, and how having a dedicated service team can make all the difference during stre...

Leo Daprile sits down with Stephen Daprile to recap the most important insights from the series and how you can apply them to your own financial future. It’s all about clarity, confidence, and creating a plan that works for you.

Leo Daprile is joined by Ryan LeStrange to discuss key financial strategies, current trends, and how to stay focused on building a strong financial future. From market insights to practical planning tips, this episode is all about helping you stay on track.

Leo Daprile is joined by Phil Blancato, President & CEO of Ladenburg Thalmann Asset Management and Chief Market Strategist at Osaic. Together, they dive into the current state of the markets, economic trends shaping investor behavior, and what it all means for your financial future.

Leo Daprile is joined by Glenn Dorsey, SVP and Head of Client Portfolio Management at Clark Capital Management Group. Together, they break down what’s happening in today’s markets, key trends investors should be paying attention to, and how to stay focused on your long-term goals in a constantly shifting environment.

Leo Daprile is joined by Stephen Daprile, President of Gem Young Wealth, to wrap up our special client series on the work-optional lifestyle. After hearing real stories from clients living this stage of life, Leo and Stephen take a step back to discuss what truly goes into building a work-optional future. They explore why retirement planning is never cookie-cutter, why understanding each client’s...

Leo Daprile sits down with Stephanie Schuler — a widow who is embracing the work-optional lifestyle with purpose and intention. Stephanie shares how thoughtful financial planning has given her the freedom to focus on what matters most: spending meaningful time with family, traveling, and being present for the newest little members of her growing family. Her story is one of resilience, strength, an...

Leo Daprile sits down with Randy Reese to reflect on his first year living the work-optional lifestyle. After choosing to scale back from his full-time career last year, Randy transitioned to working just one day a week — and is even considering adding a little more. In this honest and practical conversation, Randy shares what the adjustment has really been like, including the benefits, the challe...

Leo Daprile sits down with Gary Wakeford to discuss what it truly means to live a work-optional lifestyle. Gary has reached retirement age and has the financial freedom to step away from work entirely — yet he chooses to continue working because he genuinely enjoys what he does. Together, Leo and Gary explore the role of purpose in retirement, how financial independence creates freedom of choice,...

Leo Daprile sits down with Denny White, Chief Revenue Officer, and Kimberly Cheshire, Director of Operations at Gem-Young Insurance and Wealth Advisors. In this conversation, Denny and Kimberly join us to share valuable insights on today’s insurance landscape, the importance of strong coverage, and how exceptional service plays a key role in protecting individuals, families, and businesses. Togeth...

Leo Daprile sits down with Samuel G. Morocco, RICP®, Retirement Income Certified Professional with Gem-Young Insurance and Wealth Advisors. In this conversation, Sam joins us to share valuable insights on building a work optional lifestyle, key strategies for retirement income planning, and what individuals should be keeping in mind as they work toward greater financial freedom. Together, we’ll ex...

Leo Daprile sits down with Denny White, Chief Revenue Officer, and Vince Armeni, Risk Management Advisor with Gem-Young Insurance and Wealth Advisors. In this conversation, Denny and Vince join us to share valuable insights on today’s insurance landscape, key trends impacting coverage, and what individuals and business owners should be keeping an eye on moving forward. Together, we’ll explore time...

Leo Daprile sits down with Jerald Balestrino, Risk Management Advisor and Senior Health Advisor with Gem-Young Insurance. In this conversation, Jerry joins us to share valuable insights on Medicare, key coverage options, and what individuals should be keeping in mind as they approach retirement. Together, we’ll explore important Medicare updates, real-world planning perspectives, and practical tak...

Leo Daprile sits down with Elizabeth McConville, Sr. Regional Investment Specialist (Central) with AssetMark Asset Management. In this conversation, Elizabeth joins us to share valuable insights on today’s financial landscape, key trends shaping the markets, and what investors should be keeping an eye on as we move forward. Together, we’ll explore timely market updates, real-world investment persp...

Leo Daprile sits down with Stephen Daprile, President of Gem Young Wealth Advisors, for an insightful discussion on today’s market environment. Leo and Stephen break down what’s driving the markets, how economic trends may impact investors, and what this means for long-term financial planning. Whether you’re navigating volatility or looking ahead to future opportunities, this episode offers valuab...

Leo Daprile sits down with Glenn Dorsey, SVP and Head of Client Portfolio Management at Clark Capital, for an in-depth discussion on today’s market environment. Glenn shares insight into current market trends, portfolio positioning, and how investors can navigate ongoing volatility with a disciplined, long-term approach. From risk management to investment strategy, this conversation provides valua...