Ep 138: 2024 Economic Outlook
The Confident Retirement
by Kris Flammang and Mark Picchi
1M ago
Episode Summary: “The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations” Phil Blancato, the highly respected President and CEO of Ladenburg Thalmann Asset Management, has almost 35 years of experience in the investment management industry. Phil's viewpoint on investment ..read more
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Ep 136: Secret Systems to Strategic Planning
The Confident Retirement
by Kris Flammang and Mark Picchi
2M ago
“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.” Bruce Willey JD, CPA, has served as an accountant, tax and wealth-building specialist for individuals and business owners for over three decades. The founder of American Tax & Business Planning, LLC. Bruce ..read more
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Ep 135: What Are Your Options For Excess Cash with Kris Flammang
The Confident Retirement
by Kris Flammang and Mark Picchi
2M ago
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Looking to invest excess cash? Look no further than this episode of The Confident Retirement, hosted by Kris Flammang. Kris discusses your options for overflow cash in this new solo episode. Kris has been in  ..read more
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Ep 134: In Tax Disputes, Experience Matters
The Confident Retirement
by Kris Flammang and Mark Picchi
3M ago
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. In this installment of The Confident Retirement podcast, featuring Kris Flammang, we delve into the intricate realm of tax litigation, emphasizing the pivotal role of seasoned expertise. Karen Tenenbaum, a disti ..read more
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Ep 133: Estate Plans for Medical Pros and Families Who Want to Avoid Time Clocks
The Confident Retirement
by Kris Flammang and Mark Picchi
3M ago
“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.” Born into a medical family, Trish Butcher has dedicated her professional career to advocating for and assisting physicians and other healthcare professionals. After having her own son, she transformed her pass ..read more
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Ep 132: Maximizing Your Retirement Confidence
The Confident Retirement
by Kris Flammang and Mark Picchi
3M ago
“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.” Looking to secure your financial future? Tune in to The Confident Retirement hosted by Kris Flammang. On today’s episode, Kris Flammang interviews Carolina Nunez, a first-generation American attorney.   A ..read more
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Ep 131: Complex HNW Family Law
The Confident Retirement
by Kris Flammang and Mark Picchi
3M ago
“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.” Eliana T. Baer, Esq. is a Partner at the national law firm, Fox Rothchild, LLP, where she focuses her state-wide practice on representing clients on issues relating to divorce, equitable distribution, support ..read more
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Ep 131: Complex HNW Family Law
The Confident Retirement
by Kris Flammang and Mark Picchi
3M ago
“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.” Eliana T. Baer, Esq. is a Partner at the national law firm, Fox Rothchild, LLP, where she focuses her state-wide practice on representing clients on issues relating to divorce, equitable distribution, support ..read more
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Ep 130: Three Biggest Retirement Mistakes to Avoid
The Confident Retirement
by Kris Flammang and Mark Picchi
4M ago
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. In this episode of the "Confident Retirement Podcast" host Kris Flammang discusses the common mistakes people make when planning for retirement. Flammang highlights three key mistakes observed during his two dec ..read more
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Ep 129: Divorce Advocacy Done Right
The Confident Retirement
by Kris Flammang and Mark Picchi
4M ago
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Vicky Townsend is the founder and President of Divorce Right, Inc.  an Employee Assistance Program company serving companies and government agencies in the US and abroad.  She is also the co-founder an ..read more
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