Your Pathways To Wealth

As the year comes to a close, many investors look at their statements and feel conflicted. On paper, it may have been a strong year — portfolios held up, markets performed well — yet something still feels unsettled. In this episode of Your Pathways to Wealth, Charlie Massimo and Peter Anastasian unpack why market performance alone rarely delivers lasting confidence, and why so many people feel une...

Welcome back to Your Pathways to Wealth, the podcast where we explore the decisions, values, and behaviors that allow you to define and enjoy wealth on your own terms. Hosts Charlie Massimo and Peter Anastasian dive into a transformative conversation at the intersection of wellness and wealth — and why taking care of yourself physically and emotionally is essential to living a life aligned with yo...

DESIGNING A LIFE WITH INTENTION: BUILDING WEALTH, WELLNESS & COMMUNITY  By YourPathwaysToWealth | July 2025 What if a magazine could spark connection, inspire action, and reshape your entire life? In this inspiring episode, Charlie Massimo and Peter Anastasian speak with Sarah Stone, founder and CEO of Intentional Living Magazine, a luxury lifestyle publication and movement that’s about far mo...

MASTERING MINDSET: BUILDING CONFIDENCE, RESILIENCE & FINANCIAL AWARENESS  By YourPathwaysToWealth | July 2025 Wealth isn’t just measured in dollars—it’s shaped by mindset. In this energizing episode, Charlie Massimo and Peter Anastasian sit down with Joe LaPietra, founder of Mastery of the Mind, a dynamic program designed to teach mindset, emotional intelligence, and communication skills to st...

Think Like a CEO: Treating Your Investments as a Family Business By YourPathwaysToWealth | June 2025   What if you ran your wealth like a $10 million business?   In this episode, Charlie Massimo and Peter Anastasian break down the mindset shift that high-net-worth individuals need to adopt: treating their portfolio like a business and themselves as the CEO. From assembling a trusted team of financ...

In this episode, Charlie and Peter are joined by Doug Longo, a fixed-income strategist at Dimensional Fund Advisors, to explore the complex world of bonds in a time of uncertainty and market noise. From the yield curve and treasury auctions to how global markets react to new information, Doug offers a clear, academic, and data-driven lens on how fixed income works—and why it matters now more than...

Special Needs Planning: Building a Future with Intention  YourPathwaysToWealth | July 2025 Planning for a loved one with special needs is a deeply personal and often overwhelming journey, but you don't have to do it alone. In this heartfelt episode, Charlie Massimo and Peter Anastasian sit down with Kelly Piacenti, Head of the Special Care Program at MassMutual and a national authority in special...

In this episode of Your Pathways to Wealth, Charles Massimo and Peter Anastasian discuss market downturns, the psychology of investing, and how to manage your portfolio through volatility. They emphasize the importance of long-term planning, risk tolerance, and emotional discipline when facing financial uncertainty. Market cycles are inevitable, but how you react to them determines your investment...

Understanding Medicare in 2025 In this episode of Your Pathways to Wealth, host Charles Massimo and Peter Anastasian dive into the complex world of Medicare with expert guest Kevin Lawrence, Director of Senior Markets at PGP Benefits. If you\'ve ever felt overwhelmed by Medicare options, this episode is for you! Kevin breaks down Medicare Parts A, B, C, and D, the impact of Income-Related Monthly...

In this episode of Your Pathways to Wealth, host Charles Massimo and Peter Anastasian tackle one of the most complex and misunderstood aspects of investing: bonds. They discuss why bonds play a vital role in portfolio diversification and risk management, the differences between short-term and long-term bonds, and why staying short-term is a cornerstone of their philosophy. Charlie and Peter break...

Hosts Charles Massimo and Peter Anastasian share insights, strategies, and expert guest interviews to help listeners navigate financial challenges and opportunities. In this episode, they address the critical factors contributing to the projected 2030 depression based on insights from ITR Economics. Topics include aging demographics, rising healthcare costs, unsustainable entitlement programs, per...

Today, we're diving deep into the current state of medicine and the unique financial challenges and opportunities facing physicians. Joining us is our very special guest and client, doctor John DiCapua, a prominent figure in the field of anesthesiology and the former CEO of North American Partners in Anesthesia, or NAPA that some may know it by, one of the largest anesthesia management companies i...

Allison Kleinman and Alex LoPinto from Future Centered Care discuss their work in supporting individuals with developmental disabilities and their families. They share their personal journeys and how they came to create Future Centered. The conversation covers topics such as employment, housing, and overseeing care as adults age. They emphasize the importance of creating future options and oversee...

Becky Fawcett, founder of Help Us Adopt, shares her journey of starting a nonprofit organization that provides financial assistance to families to help with the cost of adoption. She discusses the challenges she faced in her own adoption journey and how it inspired her to help others. Becky highlights the importance of family equality and the need for larger adoption grants to truly solve the fina...

Laurie Spampinato shares her experience of rebuilding her life and managing her finances after the tragedy of 9/11 with hosts Charlie Massimo and Peter Anastasian. She discusses the importance of being financially prepared and having a plan in place, as well as the role of women in managing wealth. Laurie emphasizes the need for open communication and involvement in financial matters, regardless o...

Imagine retiring right before the Covid-19 pandemic.. The markets plummeted by double digits! So how can you ensure your retirement plan is not significantly disrupted by such market volatility? More importantly, how can you ensure you don’t run out of money? Charlie Massimo and Peter Anastasian answer these questions in this episode. Tune in to learn how to use a “bucket” approach and effectively...

Have you ever let your emotions get the best of you? You’re not alone! But when it comes to financial planning, emotional decisions can prove to be very costly. In today’s thought-provoking episode, Charlie Massimo and Peter Anastasian speak with Elena Beckius, a leadership coach and senior vice president at Think2Perform. They help you be more reflective in your decision-making and be better alig...

A whopping 72% of 1,260 surveyed adults said they wish they understood Medicare coverage better! This is according to the Nationwide Retirement Institute® 2023 Health Care Costs in Retirement Survey. It’s time to clear the confusion and dispel some common myths. Catch this informative podcast, where Charlie Massimo and Peter Anastasian speak with Kevin Lawrence, director of senior markets at Profe...

With a myriad of rules, regulations, and strategies to consider, Social Security can seem like a complex puzzle. It’s a topic our clients frequently ask us about! Join Peter Anastasian and Charlie Massimo as they speak with David Freitag, CLU, ChFC, CRPC, financial planning consultant at MassMutual Financial Group. Together, they debunk common myths and provide clarity on how to maximize your bene...

As the economy copes with high interest rates and stubborn inflation, you may have come across an unsettling question: Is the traditional portfolio of 60% stocks and 40% bonds still relevant? The short answer is yes. But there are some caveats to consider, like everything else in investing. In this episode, Peter Anastasian and Charlie Massimo explain how the traditional 60/40 investment portfolio...

Wealth management may look very different for different professionals. Today, we look at wealth management from the lens of physicians, specifically anesthesiologists who have accumulated wealth over several decades. In this episode, Peter Anastasian and Charlie Massimo speak with Dr. Chris Campese, chair of the Department of Anesthesiology at Glen Cove Hospital, Dr. Leo Penzi, executive vice pres...

In the world of investing, surprises can be the mother of panic. But what if you could be prepared and stay ahead of the curve to maximize protection in the marketplace?  In this episode, Peter Anastasian and Charlie Massimo explore how unexpected twists and a lack of preparation can trigger investment panic, offering valuable insights on maintaining a level head. Discover the critical distinction...

There are recessions and there are depressions, and no crystal ball can tell you what’s coming next… In this episode, Charlie Massimo and Peter Anastasian discuss the possibility of a future depression and the factors that could contribute to it. They explore reasons such as demographics, healthcare costs, and the difficulty of cutting social security benefits.  While emphasizing the importance of...

Are you looking to exit your business in the most seamless way possible, allowing for the new leaders to integrate into your business without a huge shift?  In this episode, Charlie Massimo and Peter Anastasian are joined by Michael Brinkley, CFP®, CEPA. Michael explains the process of becoming a certified exit planning advisor and emphasizes the need to consider both financial and personal aspect...

Curious about how to safeguard your assets and navigate the intricate world of insurance?  Take advantage of this chance to equip yourself with valuable insights that could transform how you approach insurance and risk management. In this episode, Charlie Massimo and Peter Anastasian are back to discuss the importance of property and casualty insurance for asset protection and risk mitigation. Joi...