All Episodes

Gradually, Then Suddenly: The Invisible Math of Everyday Finances

Breaking Down the Wall: Small Steps to Special Needs Financial Planning

MFA PODCAST 31 - Care Planning Without Chaos - Navigating Elder Care Logistics Without Going Broke or Crazy

MFA PODCAST 28 - The Not-So-Boring Mid-Year Review - Embrace The CHAOS!

MFA PODCAST 27 DON'T CONFUSE VOLUME WITH VALUE - THE 1-2 PAGE FINANCIAL ACTION PLAN

MFA PODCAST 26 Beyond The Portfolio - What Real Financial Peace Looks Like

MFA PODCAST 25 - Schools Out - Your Summer Financial Housecleaning

MFA PODCAST 24 - The Switch That Wont Flip - How To Spend Money In Retirement

MFA PODCAST 23 - The 2026 ABLE Revolution

MFA PODCAST 22 - The Human Dividend - AI and Financial Planning

MFA PODCAST 21 - The Tax Return Autopsy - 5 Hidden Opportunities In Your 1040

MFA PODCAST 20 Roth Conversions - Not An All Or Nothing Decision

MFA PODCAST 19 - The Fear Of Spending Down - Helping Retirees Overcome The Emotional Hurdle Of Decumulation

MFA PODCAST 18 - Retirement - Longevity and Real World Planning

MFA PODCAST 17 - No Resolutions Podcast

MFA PODCAST 16 3 Ways To Plan For Long Term Nursing Care

MFA PODCAST 15 Get Ready For The Santa Claus Effect

MFA PODCAST 14 - Beware Of The Year-End Financial To-Do's

MFA PODCAST 13 Happy Thanksgiving - Gratitude From A Financial Guy

MFA PODCAST 12 - What Does A Financial Advisor Really Do?

MFA PODCAST 11 - Legal Documents - Which Ones Do You Really Need?

MFA PODCAST 10 Reduce or Eliminate RMD Taxes

MFA PODCAST 9 Life Insurance Basics

MFA PODCAST 8 Planning Made Easy - A Case Study

MFA PODCAST 7 Our Top 9 Questions We Ask In Planning Meetings

MFA PODCAST 6 Retirement Income Planning Simplified

MFA PODCAST 5 The Mid Year Planning Review - Just A Normal 6 Months

MFA PODCAST 4 How To Review Your Investment Plan In 10 minutes or less

MFA PODCAST 3 Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process

MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less

MFA PODCAST 1 The Only Annuity I Use in Financial Planning

Planning for the Highly Compensated

Teaching Children Financial Literacy

10 Minutes of Marketing

Economic Update: Where are we headed?

Finance, Life & LinkedIn

A Successful Sales Mindset

Building Your Relationship with Money

Parenting Professionals of LinkedIn

Side Hustle: Collecting Sports Cards

Disability Insurance Podcast

Virtual Financial Advising Process

Start Investing Early

The Secure Act - Changes to RMDs, The Stretch IRA & More

Year-End Financial Checklist

Beware of Bad Information on Social Media

Happy Thanksgiving Everyone!

We Are Back! Case Study November 2019

Financial Planning vs Investment Planning

Questioning Recent Financial Decisions

3 Things That Can Derail A Financial Plan

Insurance Overview

Adult Prep with Ruth Lamberty

Understanding Financial Products

Client Case Study: April 2019

Seth's Mom - Helping Families with Disabilities

Value vs. Cost

"Sales"

How We Make Money: Our Cost Structure

Does "Timing The Market" Work?

Real Client Case Study: Feb 2019

Planning Across The Spectrum

National Down Syndrome Society

2018 Year End Review

Why Do I Need An Advisor?

Medicaid Crisis Planning & The Medicaid Compliant Annuity

Bozos, Monsters and Whiz-Bangs with Lorraine Ell

Real Estate Market Update

Juliana's Journal with Sabrina Johnson

Medical Malpractice Attorney

Annuities: The Good & The Bad

Stock Market Volatility: No Pain, No Gain

Life Insurance Case Study

How We Do Business And Why We Do It This Way

ABLE Account Update: October 2018

"Caring for Aging Parents, With an Eye on the Broker Handling Their Savings"

Investing in Baltimore with the Baltimore Community Foundation

Mentally Preparing for Retirement

2018 Tax Update with Ryan Levy, CPA, CFP®

R.E.S.P.E.C.T Your Final Wishes - Aretha Franklin: Case Study (2)

Coordinating Federal Activites With The Public On Issues Related To ASD

Aretha Franklin, Death Without A Will: Case Study

Beneficiary Review: Case Study

Voices for Autism with Stacey Stirmer

What Drives People To Get Advice : Case Study

Why Paying A Fee for Planning Is A Good Thing: Case Study

529 Plans - Saving for College

MD ABLE Account

The RAISE Family Caregivers Act

Team Up For 1 Foundation

Chesapeake Therapeutic Riding

Sociability Books: Lou Knows What To Do

Parents: Regain Control of Your Life

Almost Autism: A Holistic Approach to Health and Wellness

Advocacy: Collaborating for Success

ABLE Account Case Study

The Auburn School - Nurturing Unique Minds

An Update On Special Needs Trusts

A Real Look At Autism

Quick ABLE Account update