The Live Greater View

Retirement is just 12 months away—are you ready? In the final episode of the Retirement Readiness Journey series, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, discuss the key financial and emotional decisions that can help make your transition into retirement a success. From Social Security claiming strategies and Medicare planning to creating a sustainable retirement paycheck and adj...

As you reach the final decade before retirement, protecting your health, income, and legacy becomes a top priority. Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, dive into the "protection equation," helping you evaluate which safety nets are still necessary and which are simply hidden expenses. From the evolution of long-term care to navigating the complexities of Medicare an...

Before you can plan for where you want to go, you must establish a clear baseline of your current financial health. Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, discuss the critical first steps of the ten-year countdown to retirement, focusing on the data and thought processes needed to set your baseline. Key Topics: Net Worth Calculation: How to organize diverse assets from 401(k)s a...

What are the biggest 401(k) mistakes? “Whatever the default option is…” If that’s how you’d describe your 401(k), you’re not alone but it might be costing you more than you realize. In this episode, Andrew Fincher, CFP®, AIF®, Financial Advisor, breaks down seven of the most common 401(k) mistakes. From missing out on employer match to being too conservative early on, it’s how these small mistakes...

What are the 2026 new contribution limits?   New year, new 401(k) limits! In this episode, Andrew Fincher, CFP®, AIF®, Financial Advisor, walks you through what changed for 2026. Contribution limits are up, which means more opportunity to save in a tax-advantaged way. $24,500 employee contribution limit Higher catch-up contributions if you’re 50+ Even more flexibility if you’re in that 60–63 windo...

It’s easy to let headlines drive decisions. The challenge is staying grounded in a plan when emotions are running high. In this episode, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, break down what we’ve historically seen when geopolitical events create volatility and why the market’s initial reaction isn’t always the full story. From the role of diversification to how quickly markets...

In this special VLP Spotlight episode, we take a step back to look at how far women have come financially and where there’s still work to do. Not long ago, women couldn’t open a credit card, get a mortgage, or make many financial decisions independently. Today, that landscape looks completely different. Women are building careers, leading businesses, growing wealth, and playing a larger role in fi...

Are you a decade away from retirement and wondering if your "set it and forget it" strategy still works? In episode four of the Retirement Readiness Journey, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, dive into the critical shift from aggressive growth to strategic preservation. Learn how to evaluate your current asset allocation and build a custom "glide path" t...

In our third episode of our Retirement Readiness Journey, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, dive deep into the mechanics of saving as you approach the ten-year countdown to retirement. While most people immediately think of their 401(k), a truly resilient plan requires a balance of cash, retirement vehicles, and non-retirement investment accounts. Key Topics Covered: The Ne...

Oil prices don’t just impact what you pay at the pump. They ripple through the entire economy. In this clip, Rose Price, CFP®, AIF® and Christopher Mellone, CFA, CFP®, AIF® break down how the conflict in Iran pushed oil prices higher, and why that matters beyond headlines. From inflation to interest rates to consumer behavior, these shifts can have real effects on markets and everyday decision-mak...

What does "Living Greater" actually look like for you? In episode two of the Retirement Readiness Journey, the VLP team moves from the numbers to the lifestyle. Learn how to translate your retirement dreams into an actionable plan that accounts for everything from healthcare needs to "super fun" travel goals. Key Topics Covered: Retirement Goal Setting: Move beyond the "be...

Before you can plan your future, you must establish a clear baseline of your current financial health. In this kickoff episode of the Retirement Readiness Journey, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, explore the essential steps to take ten years before your target retirement date. From analyzing asset location to auditing your debt, learn how to prepare your portfolio for the...

In this special "Year in Review" episode, the team at VLP Financial Advisors dives into the biggest accomplishments, market reflections, and firm growth of 2025. They also look ahead to 2026, sharing major initiatives like a new office and an exciting new podcast series. Don't miss this candid conversation about the market's volatility, the impact of legislative changes, and th...

Deciding whether to retire now or work a little longer is one of the most common questions clients bring to our team. In this episode of The Live Greater View, Chris Malone and Dan Lash walk through the financial, emotional, and lifestyle factors that shape this decision. From the impact of one extra year of income to the psychological shift of spending down savings, they share the conversations t...

As the year comes to a close, it’s the perfect time to review recent tax updates and how they could affect your financial plans. In this episode of The Live Greater View , we break down the latest tax law changes in simple terms and share strategies to help you prepare before filing season begins. From deductions and retirement contributions to new tax brackets and planning opportunities, this con...

The holidays are a time for giving, celebrating, and connecting—but they can also be a time of financial stress. In this episode of The Live Greater View, we talk about practical ways to plan for holiday spending so you can enjoy the season without worrying about your wallet. From setting a realistic budget to managing travel, gifting, and unexpected costs, this conversation offers simple steps to...

What if retirement didn’t just happen once at the end of your career, but instead showed up in smaller breaks throughout your life? In this episode of The Live Greater View, we explore the growing trend of “micro retirements” and what it means for how people are choosing to live, work, and plan for the future. We look at why more people are taking intentional breaks from work to travel, volunteer,...

Choosing the right financial advisor can have a big impact on your future—but how do you know what to ask? In this episode of The Live Greater View , we walk through five key questions everyone should ask to make sure they’re getting advice that truly supports their goals. These questions can help you feel more confident, understand how your advisor works, and know exactly what you’re paying for....

Artificial intelligence is becoming more common in financial planning, but what does that mean for the role of human advisors? In this episode of The Live Greater View, we examine how AI is being used in the industry and what it can—and can’t—do for clients. We look at the balance between technology and personal guidance, and how both can work together to help people reach their financial goals. I...

One of the most common (and anxiety-inducing) questions in retirement planning is: How long will my money last? In this essential episode of The Live Greater View, we dive into the factors that influence the longevity of your retirement savings—and what you can do to take control of your financial future. This isn’t just about spreadsheets and projections. It’s about lifestyle, choices, and peace...

Caught between raising kids and caring for aging parents? You're not alone. In this episode of The Live Greater View, we unpack the unique emotional, financial, and logistical challenges of being part of the sandwich generation—and offer guidance for finding balance. With honest stories and practical strategies, we shed light on a generation that’s feeling stretched thin, yet often overlooked...

Think it can’t happen to you? Think again. In this eye-opening episode of The Live Greater View , we pull back the curtain on financial scams that are costing people billions—and reveal exactly how you can avoid becoming the next victim. Join us as we dive into the deceptive world of fraudsters, with real-life stories and actionable tips that will sharpen your awareness and strengthen your financi...

Are you ready for retirement — even when the markets aren't? Welcome back to The Live Greater View , the financial planning podcast by VLP Financial Advisors, where we help you live your best life through all of life's financial ups and downs. In today’s timely episode, Rose Price and Dan Lash, both certified financial planners, tackle the crucial topic of retiring during a bear market....

Welcome to Live Greater View—the podcast where we break down big financial ideas into clear, actionable insights so you can live with more confidence, clarity, and freedom. In today’s episode, we’re diving into the world of bonds—what they are, how they work, and why they matter more than you think. Whether you're a beginner or just need a refresher, this episode is packed with practical wisd...

Tax season can be stressful, but with the right planning, you can set yourself up for success! In this episode of The Live Greater View , certified financial planners Rose Price and Dan Lash from VLP Financial Advisors share practical insights on how to navigate tax season with confidence. What you'll learn in this episode: How life changes—marriage, job changes, stock options—impact your tax...