What a Mid-Year Financial Review Should Look Like with Joe Neff

What a Mid-Year Financial Review Should Look Like with Joe Neff

A mid-year financial review can reveal whether your goals, spending, taxes, and priorities are still on track—or whether it is time to make an adjustment. George is joined by Measured Wealth advisor and CFP® Joe Neff to explain why these conversations should go far beyond investment performance. They discuss how life changes, tax planning, cash flow, and overlooked financial habits can shape the second half of the year. Download our Mid-Year Review Checklist [https://u.pcloud.link/publink/show?code=XZKHMr5ZiLQRCPJ4QImKAzkQeE0wWRhNDCzV] Resources  🌐 Our website: https://www.measuredwealth.net/ [https://www.measuredwealth.net/]  📞 Phone: 603-431-1444 [tel:603-431-1444]  🔎 Explore our range of services: https://www.measuredwealth.net/services [https://www.measuredwealth.net/services]  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact [https://www.measuredwealth.net/contact]

Where Annuities Fit in a Retirement Plan with Victoria Gibbs

Annuities are often misunderstood, but the right strategy can play a valuable role in retirement planning. George sits back down with Victoria Gibbs, CFP®, and Chartered Life Underwriter®, to discuss how different annuity solutions can help generate guaranteed income, manage risk, protect against long-term care costs, and potentially improve retirement outcomes. From fixed annuities and fixed indexed annuities to QLACs and hybrid long-term care options, this conversation highlights where these tools may fit and why every decision should start with a comprehensive financial plan. Resources  🌐 Our website: https://www.measuredwealth.net/ [https://www.measuredwealth.net/]  📞 Phone: 603-431-1444 [tel:603-431-1444]  🔎 Explore our range of services: https://www.measuredwealth.net/services [https://www.measuredwealth.net/services]  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact [https://www.measuredwealth.net/contact]

An Introduction To Annuities with Victoria Gibbs

In this episode, George is joined by Measured Wealth's resident annuity and life insurance specialist, Victoria Gibbs, CFP®, and Chartered Life Underwriter®. Together, they break down the fundamentals of annuities, including fixed, fixed indexed, variable, immediate, and deferred income annuities, while explaining key features, benefits, and potential drawbacks. Whether you're evaluating an existing annuity or considering one as part of your retirement strategy, this conversation provides a practical overview of the options available and the factors to consider. Resources  🌐 Our website: https://www.measuredwealth.net/ [https://www.measuredwealth.net/]  📞 Phone: 603-431-1444 [tel:603-431-1444]  🔎 Explore our range of services: https://www.measuredwealth.net/services [https://www.measuredwealth.net/services]  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact [https://www.measuredwealth.net/contact]

Replay: Simplifying Estate Planning with Attorney Claire DeLorenzo

Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring. Forman Law Group: https://www.ourlegalwebsite.com/ [https://www.ourlegalwebsite.com/] More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html [https://www.ourlegalwebsite.com/claire-delorenzo.html] Resources  🌐 Our website: https://www.measuredwealth.net/ [https://www.measuredwealth.net/]  📞 Phone: 603-431-1444 [tel:603-431-1444]  🔎 Explore our range of services: https://www.measuredwealth.net/services [https://www.measuredwealth.net/services]  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact [https://www.measuredwealth.net/contact]

Make The Most of Your Annual Financial Review with Joe Neff

Today, George is joined by returning guest and Certified Financial Planner Joe Neff to break down what makes an effective annual financial review. They talk about why these meetings should be about more than just investment performance- keeping your plan aligned with life changes, taxes, estate planning, and long-term goals. Tune in to see how to make these conversations more useful, more focused, and a better reflection of where you are in life! Resources  🌐 Our website: https://www.measuredwealth.net/ [https://www.measuredwealth.net/]  📞 Phone: 603-431-1444 [tel:603-431-1444]  🔎 Explore our range of services: https://www.measuredwealth.net/services [https://www.measuredwealth.net/services]  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact [https://www.measuredwealth.net/contact]