PODCAST · business
Fresh Perspective Planning
by Michael Mezheritskiy
Fresh Perspective Planning Podcast is about taking a fresh new look at common Financial Planning Topics and simplifying them. With over 40 years of combined experience in the financial planning industry, Mike & Rich are looking forward to simplifying and clarifying various retirement and financial planning topics.
Episodes
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Required Minimum Distributions (RMDs) – Avoid the Tax Trap! 💸
Hosts: Michael Mezheritskiy & Rich LoPresti In this must-listen episode, Michael and Rich from Milestone Asset Management Group dive deep into Required Minimum Distributions (RMDs) and uncover strategies to minimize taxes in retirement. 🚨 Topics covered include: ✅ Understanding RMDs and recent…
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Volatility, Roth Conversions & Retirement Guardrails – What You Can Do Today
Episode Title: Volatility, Roth Conversions & Retirement Guardrails – What You Can Do Today Hosts: Michael Mezheritskiy, President of Milestone Asset Management Group Rich LoPresti, Financial Advisor, – Milford Office In this episode, Michael and Rich tackle one of the most pressing concerns for...
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The Importance of Asset Allocation & Asset Location
📢Episode Summary: Welcome back to theFresh Perspective Podcast! After a brief hiatus, we’re excited to bring you insightful discussions on retirement planning, investment strategies, and tax-efficient financial decisions. In this episode,Michael Mezheritskiy (President of Milestone Asset...
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I have After Tax Money In My 401K - Now What?
In today's episode, Michael and Rich discuss a very unique topic of After Tax contributions in your 401k plan. They go over how to identify if you have after-tax money in your 401k plan as well as what your options are when you retire. They also go over some very specific tax planning strategies...
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I Just Want Planning Help!! How To Work With Flat-Fee Only Planning Firms!
In today's episode, Michael and Rich cover the fascinating topic of flat fee planning. What does it mean? Well, many clients, when they engage with a fiduciary planning firm like Milestone Asset Management Group, are looking for comprehensive planning by integrating Tax Planning, Investment...
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Pension Maximization Options
So you are lucky enough to have a pension, great now what? What is the best way for you to collect? Do you collect a monthly pension or take a lump sum? What is the best option for you? When you are faced with a decision on what do you with your pension, you only get to make that decision once.…
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Top Questions To Ask When Interviewing a Financial Planner
Choosing the right financial planner is one of the most important decisions you can make for your family’s financial future, but how do you know if the planner you are talking to is required to act in your best interest? How do you know if their expertise align with your needs? Is he/she a...
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How Biden’s New “American Families Plan” Tax Proposal Can Impact Your Retirement
After months of anticipation, the Democrats’ tax plan has arrived. The proposed legislation, the “American Families Plan,” is very different than what was expected. Among other measures, the new law would increase the top ordinary income tax bracket from 37% to 39.6% and impose an additional 3%...
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Roth Conversion Q&A Part 1
In this episode, Mike & Rich are answering questions about Roth Conversion from listeners and clients. This is Part 1, with Part 2 coming soon. We have many more questions to get to, and we will be releasing our Part 2 Roth Conversion Q&A soon Below is a list of questions that Mike & Rich are...
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Ready to Start Social Security, but should you?
So you are of an age when you can start claiming social security, but should you? What is the best strategy for you? Does it make sense to delay and do some tax planning so that less of your social security is taxable to you in the future? In this podcast, Michael & Rich go over a few claiming…
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So you heard about Roth Conversions, now what?
Who doesn't want to eliminate TAXES or at the very least minimize them? You are considering Roth conversions, but you have questions. What does it mean? Why would I do that? Will this put me in the higher tax bracket? How much in taxes will I have to pay for it? What is the best way to pay taxes…
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Keep hearing about Bitcoin, Blockchain and Cryptocurrency on the news and don’t understand what it is?
Listen to Mike and Rich giving you a fresh perspective on the topic of cryptocurrency. What it is, where did it come from, what it does, what are the risks, is it for real, should I invest, how can I invest? Please reach out to us to learn more about the topic and how it pertains to your unique...
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ABOUT THIS SHOW
Fresh Perspective Planning Podcast is about taking a fresh new look at common Financial Planning Topics and simplifying them. With over 40 years of combined experience in the financial planning industry, Mike & Rich are looking forward to simplifying and clarifying various retirement and financial planning topics.
HOSTED BY
Michael Mezheritskiy
CATEGORIES
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Frequently Asked Questions
How many episodes does Fresh Perspective Planning have?
Fresh Perspective Planning currently has 12 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Fresh Perspective Planning about?
Fresh Perspective Planning Podcast is about taking a fresh new look at common Financial Planning Topics and simplifying them. With over 40 years of combined experience in the financial planning industry, Mike & Rich are looking forward to simplifying and clarifying various retirement and financial...
How often does Fresh Perspective Planning release new episodes?
Fresh Perspective Planning has 12 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Fresh Perspective Planning?
You can listen to Fresh Perspective Planning on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Fresh Perspective Planning?
Fresh Perspective Planning is created and hosted by Michael Mezheritskiy.
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