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 c

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 i

Have you ever let your emotions get the best of you? Youre not alone! But when it comes to financial planning, emotional decisions can prove to be very costly. In todays thought-provoking episode, Charlie Massimo and Peter Anastasian speak with Elena...

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. Its time to clear the confusion and dispel some com...

With a myriad of rules, regulations, and strategies to consider, Social Security can seem like a complex puzzle. Its a topic our clients frequently ask us about! Join Peter Anastasian and Charlie Massimo as they speak with David Freitag, CLU, ChFC,

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 shor

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

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 twis...

There are recessions and there are depressions, and no crystal ball can tell you whats 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.

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,