Allison Kleinman and Alex LoPinto: Future Centered Care

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, an…

Becky Fawcett: Building and Growing Help Us Adopt

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 highlig…

Laurie Spampinato: Balance and Preparing for the Unexpected

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.…

The Bucket Strategy: How to Effectively Plan Your Retirement Income and Spending (Ep. 20)

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 …

The Value-Driven Path to Wealth with Elena Beckius (Ep. 19)

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 …

Debunking Five Common Medicare Myths with Kevin Lawrence (Ep. 18)

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, wh…

Solving the Social Security Puzzle with David Freitag (Ep. 17)

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 MassMutua…

Settling the 60/40 Debate: Is the Traditional Stocks-Bonds Mix Still Relevant? (Ep. 16)

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 th…

Physicians & Finances with Dr. Chris Campese, Dr. Leo Penzi, and Dr. William Kruger (Ep. 15)

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 Campe…

Understanding Volatility vs. Risk: The Key to Panic-Proof Investing (Ep. 14)

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 inves…