Where Assets Meet Impact: A Conversation With Erin Nally and Jan Taylor

Where Assets Meet Impact: A Conversation With Erin Nally and Jan Taylor

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they sit down with two guests who live at the intersection of assets and impact every day: Jan Taylor, a Watertown community builder and fundraiser launching Raise Lively, and Erin Nally, an estate planning attorney at Starboard Legal [https://www.starboardlegal.com/] in Norwell, Massachusetts who helps families plan for life’s “what ifs” with clarity and heart. Together we talk about: * Why the “why” behind the documents matter * How giving is not reserved for the ultra-wealthy * Tools that make charitable giving simpler and more tax-efficient * The real pressure nonprofits face and why supporting arts, culture, and other areas can be just as human as meeting basic needs  * Non-monetary ways to help, starting with raising awareness so the right people can find the right services * They wrap it up with a highlight of their favorite local nonprofits and of course a couple dad jokes from Jeremy Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com [https://arsenalfinancial.com/] or call (781) 335-9100. Links for highlighted nonprofits: South Shore Seahawks Youth Hockey Organization [https://www.southshoreseahawks.org/] Watertown Food Pantry [https://www.watertown-ma.gov/330/Watertown-Food-Pantry] Mosesian Center for the Arts [https://www.mosesianarts.org/] Watertown Business Coalition Nonprofits [https://www.watertownbusinesscoalition.com/non] Watertown Community Foundation [https://www.watertownfoundation.org/] Old South Union Church [https://www.oldsouthunion.org/] New England Donor Services [https://neds.org/] Friends of Wompatuck [https://www.friendsofwompatuck.org/] Watertown Cable Access [https://wcatv.org/] Watertown Boys and Girls Club [https://watertownbgc.org/] Wayside Youth and Family Support Network [https://www.waysideyouth.org/community-education-outreach-services/#multiService] CoLAB [https://sites.google.com/watertown.k12.ma.us/colab/home] Related Arsenal Money Clip Podcast episodes: Retiring is Hard: How to Think About the Financial, Psychological, and Social Sides of Retirement [https://arsenalmoneyclippodcast.buzzsprout.com/2374978/episodes/15618436-retiring-is-hard-how-to-think-about-the-financial-psychological-and-social-sides-of-retirement] The Psychology Behind a Fulfilling Retirement: A Conversation With Dr. Carol Perlman [https://arsenalmoneyclippodcast.buzzsprout.com/2374978/episodes/18003467-the-psychology-behind-a-fulfilling-retirement-a-conversation-with-dr-carol-perlman] Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Understanding Young Adults in Financial Launch Mode: The Last Slice of the Sandwich Generation Series

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they discuss the last group in the sandwich series: the peanut butter and jelly, the people with young adults trying to set out on their own. Doug and Jeremy talk about: * The current realities facing young adults in launch mode (and why that's stretching later than previous generations). * Takeaways from conversations with young folks and their perspective on their situation. * What does the data say? From housing to jobs to education and more. * What can a Gen Xer or above do to help? * Jeremy's Mythbuster: Does the American Dream still exist? * And of course they wrap it up with a couple dad jokes from Jeremy. Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com [https://arsenalfinancial.com/] or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

How to Build Support for Sandwiched Caregivers: A Conversation With Dr. Sara Keary

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they sit down with Dr. Sara Keary, a caregiver counselor and consultant, to discuss some of the surprising realities of caregiving for older adults today and how to implement plans and support systems. They weave in analogies for football fans to give the quarterback (caregiver) the best chance of success, with an offensive line and special teams (building a support network of family, friends, and paid help), a playbook to practice (planning for different possibilities), and a solid defense to tackle financial security and fraud. And, of course, they round things out with some famous Jeremy dad jokes. Find out more about Sara's Caregiver Counseling and Consultation at caregivercc.com [https://www.caregivercc.com/] or email her at sarakearyphd@gmail.com [sarakearyphd@gmail.com].  Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com [https://arsenalfinancial.com/] or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

An Introduction to the Sandwich Generation: Are you in a PB&J, Dagwood, or Pastrami Situation?

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they wrap up 2025 and dive into a topic that will run throughout the next few podcasts to start the year: the sandwich generation. If you're a Millennial or Gen X parent, you're likely in the sandwich generation. Learn which sandwich type you're in: primarily taking care of younger kids (PB&J), dealing with both kids and aging parents/family (Dagwood), or focused mostly on your older parents/family (Pastrami). Then Doug and Jeremy talk about some of the challenges of each, give a few tips and advice, and help set the stage for future episodes on the topic. And, of course, we round things out with some sandwich-themed dad jokes. Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com [https://arsenalfinancial.com/] or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Market Insights and the Three C's With J.P. Morgan's Jordan Jackson

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they have guest Jordan Jackson on, a Global Market Strategist with J.P. Morgan, to discuss the three C’s guiding his thoughts on the markets and financial planning right now: the consumer, costs, and complacency. Take a listen for financial insights and dad jokes. Learn more about Jordan here [https://am.jpmorgan.com/us/en/asset-management/adv/bios/jordan-jackson/].  Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com [https://arsenalfinancial.com/] or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.