Love Financial Group Beyond the Numbers podcast artwork

PODCAST · business

Love Financial Group Beyond the Numbers

Join Paul Love, Founder and Owner of Love Financial Group, and Elizabeth Love Morrison, Financial Advisor, CDFA and Paul’s daughter, as they explore the financial topics that matter most to you in this monthly podcast.From preserving and managing your hard-earned wealth to navigating the uncertainties of retirement, Paul and Elizabeth break down complex financial concepts into practical, real-world conversations. Do you have enough saved? What will retirement truly look like? How can you make confident financial decisions today that support your future?Drawing on decades of experience and a shared passion for helping families plan wisely, they provide insight, perspective, and thoughtful guidance to help you pursue your financial goals with clarity and confidence.We hope you’ll join us each month as we go beyond the numbers.

  1. 5

    How to Make the Most of Your Social Security Benefits

    Social Security is one of the topics we receive the most questions about. We'll talk through what to consider as you near social security age. The myth about social security disappearing, how to project your social security, and how to decide the best time for you to start taking it. This episode is filled with valuable information that you simply can't afford to miss!Like the episode? Follow us online:YouTube, @LoveFinancialGroupLinkedIn, Love Financial GroupWebsite, LoveFinancialGroup.com

  2. 4

    Suddenly Single: Your Finances After Losing a Spouse

    In this episode, Paul and Elizabeth discuss one of life’s most difficult transitions: navigating finances after the loss of a spouse, whether due to death or divorce. Learn how you can prepare now and what common financial challenges and mistakes to avoid during a time that can feel overwhelming.If you’re going through this yourself or supporting someone who is, this conversation offers guidance to help you move forward with clarity and confidence.Like the episode? Follow us online:YouTube, @LoveFinancialGroupLinkedIn, Love Financial GroupWebsite, LoveFinancialGroup.com

  3. 3

    Tackling Taxes: Strategies for Tax Filing Season

    In this episode, Paul and Elizabeth share practical tips to help you avoid “setting and forgetting” important accounts and ensure your financial strategy stays aligned with your goals.Don’t miss these insights designed to keep you proactive, organized, and one step ahead in 2026. This content is intended to provide general information about Love Financial Group. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  Additional Important Disclosures may be found in the Saxon Financial Group Form ADV Part 2A.Like the episode? Follow us online:YouTube, @LoveFinancialGroupLinkedIn, Love Financial GroupWebsite, LoveFinancialGroup.com

  4. 2

    Financial Best Practices: Tips for 2026

    Join Paul and Elizabeth as they share financial thoughts for beginning a new year.  Hear tips on taking control of your money and putting it to work for you in 2026.This content is intended to provide general information about Love Financial Group. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  Additional Important Disclosures may be found in the Saxon Financial Group Form ADV Part 2A.Like the episode? Follow us online:YouTube, @LoveFinancialGroupLinkedIn, Love Financial GroupWebsite, LoveFinancialGroup.com

Type above to search every episode's transcript for a word or phrase. Matches are scoped to this podcast.

Searching…

We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.

No matches for "" in this podcast's transcripts.

Showing of matches

No topics indexed yet for this podcast.

Loading reviews...

ABOUT THIS SHOW

Join Paul Love, Founder and Owner of Love Financial Group, and Elizabeth Love Morrison, Financial Advisor, CDFA and Paul’s daughter, as they explore the financial topics that matter most to you in this monthly podcast.From preserving and managing your hard-earned wealth to navigating the uncertainties of retirement, Paul and Elizabeth break down complex financial concepts into practical, real-world conversations. Do you have enough saved? What will retirement truly look like? How can you make confident financial decisions today that support your future?Drawing on decades of experience and a shared passion for helping families plan wisely, they provide insight, perspective, and thoughtful guidance to help you pursue your financial goals with clarity and confidence.We hope you’ll join us each month as we go beyond the numbers.

HOSTED BY

Love Financial Group

CATEGORIES

Frequently Asked Questions

How many episodes does Love Financial Group Beyond the Numbers have?

Love Financial Group Beyond the Numbers currently has 4 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Love Financial Group Beyond the Numbers about?

Join Paul Love, Founder and Owner of Love Financial Group, and Elizabeth Love Morrison, Financial Advisor, CDFA and Paul’s daughter, as they explore the financial topics that matter most to you in this monthly podcast.From preserving and managing your hard-earned wealth to navigating the...

How often does Love Financial Group Beyond the Numbers release new episodes?

Love Financial Group Beyond the Numbers has 4 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Love Financial Group Beyond the Numbers?

You can listen to Love Financial Group Beyond the Numbers 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 Love Financial Group Beyond the Numbers?

Love Financial Group Beyond the Numbers is created and hosted by Love Financial Group.
URL copied to clipboard!