Podcast
Episode 20 – What You Need To Know About Financial Planning for Aging Parents
How do you gracefully handle financial and caregiving responsibilities for aging parents? Let’s talk about something that will more than likely affect us all: managing finances and decision-making as our loved ones age. Tom Fleishel speaks about the intricate...
Ep. 19 – How to Make Your Giving Count
What if generosity could shape your legacy and stabilize your family’s future? In this episode of Clarity And Confidence For Life®, Tom Fleishel reveals how to make charitable giving more thoughtful and impactful. Get ready to learn how tools like donor-advised funds...
Ep. 18 – Election Outcomes and Your Financial Strategy
Summary: How could the U.S. presidential candidates' economic plans impact your wallet and investments? This week on Clarity And Confidence For...
Ep. 17 – Debunking Social Security Myths: What You Need to Know About Retirement
Summary Did you know that falling for common Social Security myths could jeopardize your retirement? Whether it's concerns about Social...
Ep. 16 – From Corporate World to Financial Leadership: Brittany Anderson’s Story
Ever wondered what it takes to transform an entry-level employee into a president and partner of a thriving financial firm? This week on Clarity and Confidence for Life®, Tom Fleishel sits down with Brittany Anderson, president and partner at Sweet Financial Partners,...
Ep. 15 – New Book! Clarity and Confidence for Life®
Many people think financial planning is only for the wealthy. However, securing your financial future starts with small, intentional steps at any...
Ep. 14 – Retirement Planning Part 3: The Top 10 Common Retirement Planning Mistakes
Are you falling into the common traps that could undermine your retirement planning? What if you knew about them ahead of time and could...
Ep. 13 – Retirement Planning Part 2: Unlocking the Non-Financial Side of Retirement Planning
Listen Here! Are you prepared for life after retirement? While financial planning is crucial, have you considered the non-financial aspects? This week on Clarity and Confidence For Life®, Tom Fleishel sheds light on the often-overlooked side of retirement. He...
Ep. 12 – Retirement Planning Part 1: Navigating Retirement Income Savings
Listen Here! Summary: How much money do we need to retire? Do we have enough? In the first part of this three-part miniseries, Tom Fleishel dives into the basics of retirement planning, starting with retirement income. Listen in as Tom explores what impacts...
Ep. 11 – Planning For Aging Parents with Amanda Stahl and David Marsh
Listen Here! Whether they are being cared for at home by their children or need help arranging their finances, at some point, aging parents will surely need some extra assistance and support. In this episode, Tom Fleishel is joined by Amanda Stahl, Director of...