x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

The Live Greater View

VLP Financial Advisors

Welcome to “The Live Greater View” podcast. The official podcast of VLP Financial Advisors. VLP Financial Advisors is an independent, full-service wealth services firm, with over $1.2B in AUA through Cetera Advisor Networks as of 1/31/23, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee

business investing

All Episodes

25:15

Retirement Readiness: Smart Investing for the Home...

The Live Greater View ·

2026/04/23

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®, Partner, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor, 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" that aligns with your specific retirement goals. Key Topics...

en

29:57

Retirement Readiness: Maximize Your Retirement Savings

The Live Greater View ·

2026/03/26

In our third episode of our Retirement Readiness Journey, Rose Price, CFP®, AIF®, Partner, Financial Advisor and Chris Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor, 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 New Rule for Emergency Savings: Why the t...

en

6:19

Oil Prices Are Surging - Here's What's Behind It

The Live Greater View ·

2026/03/23

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-making. The big question: is this a short-term shock or something that sticks? As always, it’s a rem...

en

21:06

Retirement Readiness: Defining Your Lifestyle Goals

The Live Greater View ·

2026/02/28

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 "beach" cliché to define the who, what, and where of your next chapter.The "Dimmer Switch" Strategy: Why a phased retirement ...

en

29:15

Retirement Readiness: How to Calculate Net Worth and...

The Live Greater View ·

2026/01/23

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®, 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 long haul. Key Topics Covered: Calculating Net Worth: Learn how to organize diverse assets including 4...

en

20:14

2025 Year in Review

The Live Greater View ·

2025/12/19

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 the core values driving the firm's success. Key Discussions and Takeaways: Firm and Podcast Growth: Review the signi...

en

27:27

One More Year or Retire Now? How to Weigh the Real...

The Live Greater View ·

2025/11/21

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 they have every day with people nearing retirement. Whether you feel ready to stop working or you...

en

26:26

Tax Changes in 2026

The Live Greater View ·

2025/11/07

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 conversation helps you understand what’s changing and how to make the most of it. In this episode, we...

en

16:57

Holiday Spending without breaking the bank

The Live Greater View ·

2025/10/24

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 help you stay in control and still make the holidays special. In this episode, we discuss: How...

en

17:52

Micro-Retirement

The Live Greater View ·

2025/10/10

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, reset, or simply recharge, and how to prepare financially for this kind of lifestyle. In this ...

en

29:13

5 Questions You Should Ask Your Financial Advisor

The Live Greater View ·

2025/09/26

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. In this episode, we discuss: The most important questions to ask before hiring (or continuing with...

en

19:12

Will AI Replace Financial Advisors

The Live Greater View ·

2025/08/29

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. In this episode, we cover: How AI is currently being applied in financial servicesWhere technolo...

en

18:48

How Long Will My Money Last in Retirement

The Live Greater View ·

2025/08/15

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 of mind. In this episode, we explore: Why “how long will my money last?” is the wrong question ...

en

31:53

Stuck in the Middle: Navigating Life in the Sandwich...

The Live Greater View ·

2025/08/01

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. In this episode, we explore: What it means to be part of the sandwich generation todayHow to manag...

en

25:26

Financial Scams and How to Avoid Them

The Live Greater View ·

2025/06/06

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 financial defenses. In this episode, we explore: The psychology behind why even smart people fall for sca...

en

27:46

Retiring in a Bear Market

The Live Greater View ·

2025/05/23

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. Drawing from real client experiences and decades of expertise, they share strategies to help you manage vola...

en

27:44

Bonds 101: The Beginner’s Guide to Smarter Investing

The Live Greater View ·

2025/05/09

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 wisdom to help you make smarter investment decisions. Here’s what we cover: What exactly is a bond—and h...

en

29:40

Make Your Tax Season More Successful

The Live Greater View ·

2025/04/25

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 situationWhy proactive tax planning is essential and how it differs from tax preparationKey tax law ch...

en

25:46

Retirement Travel: Making Memories & Maximizing Your...

The Live Greater View ·

2025/04/11

What’s the best way to spend your money in retirement? More and more retirees are choosing experiences over things, prioritizing travel and family time over material purchases. In this episode of The Live Greater View, hosts Rose Price, CFP®, and Chris Malone, CFP®, dive deep into the financial planning strategies that can help you make the most of your retirement travel budget. Tune in as they discuss: The growing trend of prioritizing travel over material possessionsHow to budget and plan f...

en

30:58

Financial Spring Cleaning

The Live Greater View ·

2025/03/28

As the seasons change, it's not just our homes that need tidying up—our finances do too! In this episode of VLP Live Greater Podcast, we’re diving into the concept of financial spring cleaning. Just like clearing out clutter from your home, taking stock of your financial situation can set you up for success. Join us as we discuss: How to assess your spending plan (not a budget!) and stay on trackThe importance of reviewing your tax withholdings and savings contributionsSmart debt reduction st...

en

34 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...