Financial Futures: A Measured Wealth Podcast

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]

Private Equity, Private Credit, Gold & Oil: Market Risks and Opportunities with Ed Miller and Craig Cooper

This episode explores the growing role of private equity and private credit in modern portfolios, breaking down how these alternative investments operate and how they differ from traditional stocks and bonds. George is joined by Ed Miller and investment analyst Craig Cooper to discuss the benefits, risks, and increasing mainstream interest in these markets, including concerns around liquidity, transparency, leverage, and valuation practices. They also examine recent stress in private credit markets and what it could mean as these strategies move closer to everyday investors, including potential inclusion in 401(k) plans. Finally, the conversation shifts to macroeconomic forces shaping today’s markets, including inflation, interest rates, geopolitical conflict, and their ripple effects on gold and oil. 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]

Adding Value Through Portfolio, Planning and Behavior: Inside Vanguard’s Advisor Alpha with Michael DiJoseph

This episode explores how financial advisors can add meaningful value to long-term investment success, breaking down Vanguard’s Advisor Alpha research and its key drivers of improved net returns. George is joined by Michael DiJoseph, CFA, Senior Strategist at Vanguard’s Investment Advisory Research Center, to discuss the evolution of advice- from portfolio construction to behavioral coaching and tax efficiency. Together, they highlight how a holistic, client-centered approach can build clarity, confidence, and better financial outcomes over time. 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]