Your Pathways To Wealth
by Charlie Massimo and Peter Anastasian
Welcome to Your Pathways To Wealth, where Charlie Massimo and Peter Anastasian are on a mission to bring clarity to the world of finances. Together they bring a wealth of knowledge along with years of experience to help you uncover a way to simplify your financial life and help you preserve what you've built and enjoy what you've earned. Join Charlie and Peter, and their guest experts, as they venture to help you continue to grow your wealth.
Episodes
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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...
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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...
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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,...
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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…
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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…
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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...
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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...
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Demographics, Healthcare Costs, and Social Security: The Perfect Storm for A Future Depression. (Ep. 13)
There are recessions and there are depressions, and no crystal ball can tell you what’s 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. They explore reasons such as demographics,...
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Coaching and Seamlessly Evolving With Your Practice with Michael Brinkley, CFP®, CEPA (Ep. 12)
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®, CEPA. Michael explains the process of becoming a...
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Umbrella Insurance: The Extra Layer of Protection Your Wealth Deserves with Ron Rugolo (Ep. 11)
Curious about how to safeguard your assets and navigate the intricate world of insurance? Take advantage of this chance to equip yourself with valuable insights that could transform how you approach insurance and risk management. In this episode, Charlie Massimo and Peter Anastasian are back to...
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The Most Overlooked Investment Class: Life Insurance with Michael Fliegelman (Ep. 10)
Have you considered life insurance as a means to adding a new investment to your portfolio? In this episode, Charles Massimo is joined by Michael Fliegelman from Strategic Wealth Advisor Network and Swan Life Brokerage. They explore the concept of using life insurance as an alternative investment...
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The Truth Behind AI in the Financial World with Wes Crill (Ep. 9)
While AI learning tools have gained new attention in the world of finance, it’s essential to understand both sides of the coin in order to separate fact from fiction. In this episode, Charlie Massimo and Peter Anastasian speak with Wes Crill, Senior Investment Director & VP at Dimensional Fund...
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How to Plan Your Legacy with Confidence and Peace of Mind with Jordan Linn (Ep. 8)
Are you feeling uncomfortable discussing legacy planning and estate documents? While it may involve sensitive topics, legacy planning is a crucial aspect of comprehensive financial planning that should be noticed. In this episode, Charlie Massimo and Peter Anastasian speak with Jordan Linn, a...
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How to Achieve Your Life Goals With Holistic Wealth Management (Ep. 7)
Managing your finances goes beyond just number crunching or aiming for the highest return. To create lasting wealth and happiness, it is important to take a holistic approach. This involves looking at your total financial picture, including investments, estate, taxes, and risk management. In this...
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Diversification And The Gift Of The Unknown (Ep. 6)
Are you tired of hearing about diversification without truly understanding its essence? It’s time to demystify this term and uncover the secrets that only a few investors truly grasp. Brace yourself for a paradigm shift that will revolutionize how you approach your investment portfolio....
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Navigating Volatile Markets: A Four-Step Approach to Manage Market Decline (Ep. 5)
In today’s fast-paced and ever-changing financial landscape, it’s crucial for investors to have a robust strategy that withstands market volatility. In this episode, Charlie Massimo and Peter Anastasian delve into their four-step program designed to help you navigate turbulent markets with...
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How to Master Finances and Retirement Savings (Ep. 4)
Are you confident enough to navigate the complex world of finance and retirement savings on your own? It’s a common belief that many individuals hold, thinking they can handle it without assistance. In our latest podcast episode, Charlie Massimo and Peter Anastasian delve into the intricacies of...
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The First Meeting at Wealth Enhancement Group (Ep. 3)
Sitting with someone who might change your life can be intimidating. That person could become your financial advisor. That’s why it’s crucial to have a powerful meeting to get to know each other, address important life concerns, and know how we can positively impact your life. Want to know all...
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The Six Principles of Successful Investing (Ep. 2)
We all want to be successful investors, but do you have what it takes? From managing biases to focusing on variables you can control, Charlie Massimo and Peter Anastasian reveal the key components of a winning investment strategy. Join Charlie Massimo and Peter Anastasian in their second episode…
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Your Pathways To Wealth With Charlie Massimo and Peter Anastasian (Ep. 1)
In this first episode, Charlie Massimo and Peter Anastasian, both SVPs of Wealth Enhancement Group, share their journey’s in the financial industry. From starting as an unpaid intern to building a successful business with over $700 million under management, Charlie and Peter discuss the turning...
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Your Pathways to Wealth – Coming Soon
Welcome to Your Pathways To Wealth, where Charlie Massimo and Peter Anastasian are on a mission to bring clarity to the world of finances. Together they bring a wealth of knowledge along with years of experience to help you uncover a way to simplify your financial life and help you preserve what...
About this show
Welcome to Your Pathways To Wealth, where Charlie Massimo and Peter Anastasian are on a mission to bring clarity to the world of finances. Together they bring a wealth of knowledge along with years of experience to help you uncover a way to simplify your financial life and help you preserve what you've built and enjoy what you've earned. Join Charlie and Peter, and their guest experts, as they venture to help you continue to grow your wealth.
Hosted by
Charlie Massimo and Peter Anastasian