PODCAST · business
Plan. Protect. Invest. — A Sgroi Lawley Podcast
by Sgroi Lawley Group, LLC
Founded in Western New York in 1971, Sgroi Lawley Group LLC is an independent financial planning group helping individuals and families navigate financial decisions with confidence through a comprehensive, full-service approach.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sgroi Wealth Advisory, a registered investment advisor. Sgroi Wealth Advisory and Sgroi Lawley Group LLC are separate entities from LPL Financial. The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
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What should business owners consider before selling their business?
In this episode, our team breaks down key considerations including valuation, tax planning, and succession strategies to help support a smooth transition and long-term planning goals. Listen to our latest podcast to learn key steps in the process and how we can help you along the way.
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Essential Tips for a Smooth Filing Season
In this episode, we discuss what you can still do before the tax deadline, including last-minute strategies to help make filing season smoother. We cover key opportunities around tax-efficient investing, capital gains, and the decision between Roth and Traditional IRA contributions. We highlight the steps you can take now to stay proactive and move forward with confidence.
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When is it Time to Talk to a Financial Planner?
In this episode, we discuss key moments on when it's advisable to reach out to a financial planner, such as marriage, divorce, retirement, starting a business, or receiving an inheritance and how thoughtful planning can bring clarity during life’s transitions. We highlight the milestones where working with a financial planner can help you move forward with confidence.
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Setting Your 2026 Financial Plan: A New Years Check In
Welcome to our second podcast episode. Today, we take a look at what to review as you set your 2026 financial plan. The conversation focuses on key areas to consider at the start of the year and how small check-ins can help keep your goals on track. Featuring insights from advisors Matthew McAnulty, CFP®, EA, Matthew Clouden, and Hayden Mumbach.
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One Big Beautiful Bill
Welcome to our first podcast episode! Today, we’re breaking down the One Big Beautiful Bill and taking a deep dive into what it means for individuals and families. Featuring insights from advisors Matthew McAnulty, CFP®, EA, Matthew Clouden, and Hayden Mumbach.
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ABOUT THIS SHOW
Founded in Western New York in 1971, Sgroi Lawley Group LLC is an independent financial planning group helping individuals and families navigate financial decisions with confidence through a comprehensive, full-service approach.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sgroi Wealth Advisory, a registered investment advisor. Sgroi Wealth Advisory and Sgroi Lawley Group LLC are separate entities from LPL Financial. The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
HOSTED BY
Sgroi Lawley Group, LLC
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Frequently Asked Questions
How many episodes does Plan. Protect. Invest. — A Sgroi Lawley Podcast have?
Plan. Protect. Invest. — A Sgroi Lawley Podcast currently has 5 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Plan. Protect. Invest. — A Sgroi Lawley Podcast about?
Founded in Western New York in 1971, Sgroi Lawley Group LLC is an independent financial planning group helping individuals and families navigate financial decisions with confidence through a comprehensive, full-service approach.Securities offered through LPL Financial, Member FINRA/SIPC. Investment...
How often does Plan. Protect. Invest. — A Sgroi Lawley Podcast release new episodes?
Plan. Protect. Invest. — A Sgroi Lawley Podcast has 5 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Plan. Protect. Invest. — A Sgroi Lawley Podcast?
You can listen to Plan. Protect. Invest. — A Sgroi Lawley Podcast 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 Plan. Protect. Invest. — A Sgroi Lawley Podcast?
Plan. Protect. Invest. — A Sgroi Lawley Podcast is created and hosted by Sgroi Lawley Group, LLC.
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