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On the show
From 16 epsHosts
Recent guests
Recent episodes
Retirement Readiness: Insurance, Medicare, and Estate Planning (Ep. 6)
Jun 11, 2026
29m 19s
Retirement Readiness: Tackling Debt and Taxes Before You Retire (Ep. 5)
May 21, 2026
26m 43s
The 401(k) Playbook: The 7 Biggest 401(k) Mistakes
May 14, 2026
4m 34s
The 401(k) Playbook: 2026 401(k) Contribution Limits
May 7, 2026
3m 23s
Market Pulse: How Markets Behave During Conflicts
May 4, 2026
4m 07s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/11/26 |  Retirement Readiness: Insurance, Medicare, and Estate Planning (Ep. 6)✨ | retirement planninginsurance+4 | Rose Price CFP®Chris Mellone CFA, CFP®, AIF® | VLP Financial Advisors | — | retirement readinessinsurance+4 | — | 29m 19s | |
| 5/21/26 |  Retirement Readiness: Tackling Debt and Taxes Before You Retire (Ep. 5)✨ | retirement planningfinancial health+4 | Rose Price CFP®, AIF®Chris Mellone CFA, CFP®, AIF® | — | — | retirement readinessfinancial planning+7 | — | 26m 43s | |
| 5/14/26 |  The 401(k) Playbook: The 7 Biggest 401(k) Mistakes✨ | 401(k) mistakesfinancial planning+3 | Andrew Fincher | VLP Financial Advisors | — | 401(k)mistakes+5 | — | 4m 34s | |
| 5/7/26 |  The 401(k) Playbook: 2026 401(k) Contribution Limits✨ | 401(k)contribution limits+3 | — | — | — | 401(k)contribution limits+3 | — | 3m 23s | |
| 5/4/26 |  Market Pulse: How Markets Behave During Conflicts✨ | market behaviorgeopolitical events+3 | Chris Mellone | VLP Financial Advisors | — | market pulsegeopolitical volatility+3 | — | 4m 07s | |
| 4/28/26 |  VLP Spotlight: Women's History Month - How Women’s Financial Power Has Evolved✨ | Women's financial powerFinancial independence+3 | — | VLP Financial Advisors | — | women's historyfinancial power+6 | — | 34m 12s | |
| 4/23/26 |  Retirement Readiness: Smart Investing for the Home Stretch (Ep. 4)✨ | retirement planninginvestment strategy+3 | Chris Mellone | VLP Financial Advisors | — | retirement readinessinvestment strategy+3 | — | 25m 15s | |
| 3/26/26 |  Retirement Readiness: Maximizing Your Retirement Savings (Ep. 3)✨ | retirement savingsfinancial planning+3 | Rose PriceChris Mellone | VLP Financial Advisors | — | retirement readiness401(k)+3 | — | 29m 57s | |
| 3/23/26 |  Market Pulse: Oil Prices Are Surging - Here's What's Behind It✨ | oil priceseconomy+4 | Rose PriceChristopher Mellone | — | Iran | oil pricesIran conflict+4 | — | 6m 19s | |
| 2/28/26 |  Retirement Readiness: Defining Your Lifestyle Goals (Ep. 2)✨ | Retirement PlanningLifestyle Goals+3 | — | VLP Financial Advisors | — | Retirement ReadinessLifestyle Goals+3 | — | 21m 06s | |
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| 1/23/26 |  Retirement Readiness: How to Calculate Net Worth and Financial Health (Ep. 1)✨ | retirement planningfinancial health+3 | Chris Mellone | VLP Financial Advisors | — | retirement readinessfinancial advisor+3 | — | 29m 15s | |
| 12/19/25 |  VLP Spotlight: 2025 Year in Review✨ | year in reviewmarket reflections+4 | — | VLP Financial Advisors | — | 2025market volatility+4 | — | 20m 14s | |
| 11/21/25 | One More Year or Retire Now? How to Weigh the Real Tradeoffs✨ | retirement planningfinancial decision making+3 | — | — | — | retirementfinancial factors+3 | — | 27m 27s | |
| 11/7/25 | Tax Changes in 2026✨ | tax updatesfinancial planning+5 | — | VLP Financial Advisors | — | tax changesfinancial plans+5 | — | 26m 26s | |
| 10/24/25 | Holiday Spending without breaking the bank✨ | holiday spendingfinancial planning+4 | — | — | — | holiday spendingbudget+4 | — | 16m 57s | |
| 10/10/25 | Micro-Retirement✨ | micro-retirementfinancial planning+4 | — | — | — | micro-retirementfinancial planning+5 | — | 17m 52s | |
| 9/26/25 | 5 Questions You Should Ask Your Financial Advisor | Choosing the right financial advisor can have a big impact on your future—but how do you know what to ask? In this episode of The Live Greater View, we walk through five key questions everyone should ask to make sure they’re getting advice that truly supports their goals. These questions can help you feel more confident, understand how your advisor works, and know exactly what you’re paying for. In this episode, we discuss: The most important questions to ask before hiring (or continuing with... | 29m 13s | ||||||
| 8/29/25 | Will AI Replace Financial Advisors | Artificial intelligence is becoming more common in financial planning, but what does that mean for the role of human advisors? In this episode of The Live Greater View, we examine how AI is being used in the industry and what it can—and can’t—do for clients. We look at the balance between technology and personal guidance, and how both can work together to help people reach their financial goals. In this episode, we cover: How AI is currently being applied in financial servicesWhere technolo... | 19m 12s | ||||||
| 8/15/25 | How Long Will My Money Last in Retirement | One of the most common (and anxiety-inducing) questions in retirement planning is: How long will my money last? In this essential episode of The Live Greater View, we dive into the factors that influence the longevity of your retirement savings—and what you can do to take control of your financial future. This isn’t just about spreadsheets and projections. It’s about lifestyle, choices, and peace of mind. In this episode, we explore: Why “how long will my money last?” is the wrong question ... | 18m 48s | ||||||
| 8/1/25 | Stuck in the Middle: Navigating Life in the Sandwich Generation | Caught between raising kids and caring for aging parents? You're not alone. In this episode of The Live Greater View, we unpack the unique emotional, financial, and logistical challenges of being part of the sandwich generation—and offer guidance for finding balance. With honest stories and practical strategies, we shed light on a generation that’s feeling stretched thin, yet often overlooked. In this episode, we explore: What it means to be part of the sandwich generation todayHow to manag... | 31m 53s | ||||||
| 6/6/25 | Financial Scams and How to Avoid Them | Think it can’t happen to you? Think again. In this eye-opening episode of The Live Greater View, we pull back the curtain on financial scams that are costing people billions—and reveal exactly how you can avoid becoming the next victim. Join us as we dive into the deceptive world of fraudsters, with real-life stories and actionable tips that will sharpen your awareness and strengthen your financial defenses. In this episode, we explore: The psychology behind why even smart people fall for sca... | 25m 26s | ||||||
| 5/23/25 | Retiring in a Bear Market | Are you ready for retirement — even when the markets aren't? Welcome back to The Live Greater View, the financial planning podcast by VLP Financial Advisors, where we help you live your best life through all of life's financial ups and downs. In today’s timely episode, Rose Price and Dan Lash, both certified financial planners, tackle the crucial topic of retiring during a bear market. Drawing from real client experiences and decades of expertise, they share strategies to help you manage vola... | 27m 46s | ||||||
| 5/9/25 | Bonds 101: The Beginner’s Guide to Smarter Investing | Welcome to Live Greater View—the podcast where we break down big financial ideas into clear, actionable insights so you can live with more confidence, clarity, and freedom. In today’s episode, we’re diving into the world of bonds—what they are, how they work, and why they matter more than you think. Whether you're a beginner or just need a refresher, this episode is packed with practical wisdom to help you make smarter investment decisions. Here’s what we cover: What exactly is a bond—and h... | 27m 44s | ||||||
| 4/25/25 | Make Your Tax Season More Successful | Tax season can be stressful, but with the right planning, you can set yourself up for success! In this episode of The Live Greater View, certified financial planners Rose Price and Dan Lash from VLP Financial Advisors share practical insights on how to navigate tax season with confidence. What you'll learn in this episode: How life changes—marriage, job changes, stock options—impact your tax situationWhy proactive tax planning is essential and how it differs from tax preparationKey tax law ch... | 29m 40s | ||||||
| 4/11/25 | Retirement Travel: Making Memories & Maximizing Your Budget | What’s the best way to spend your money in retirement? More and more retirees are choosing experiences over things, prioritizing travel and family time over material purchases. In this episode of The Live Greater View, hosts Rose Price, CFP®, and Chris Malone, CFP®, dive deep into the financial planning strategies that can help you make the most of your retirement travel budget. Tune in as they discuss: The growing trend of prioritizing travel over material possessionsHow to budget and plan f... | 25m 46s | ||||||
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