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Fleishel Financial Associates
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    • Thomas B. Fleishel, MBA, CFP®
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Ep. 33 – How to Plan for Aging Before Your Family Has to Decide with Kim Shea

Ep. 33 – How to Plan for Aging Before Your Family Has to Decide with Kim Shea

by Tom Fleishel | Aug 6, 2026 | Podcast

Ep. 33 – How to Plan for Aging Before Your Family Has to Decide with Kim Shea

Episode 32 – Creating Clarity Through Organization, Mindset & Better Habits with Miriam Ortiz y Pino

by Tom Fleishel | Jul 22, 2026 | Podcast

Ep. 33 – How to Plan for Aging Before Your Family Has to Decide with Kim Shea

Ep. 31 – Building Strong Family Businesses Through Values, Leadership, and Succession with Stephen Shortt

by Tom Fleishel | Apr 15, 2026 | Podcast

Ep. 33 – How to Plan for Aging Before Your Family Has to Decide with Kim Shea

Ep. 30 – For Love or Money: How Couples Can Align Finances and Build Trust with Dawn Hall

by Tom Fleishel | Feb 19, 2026 | Podcast

Ep. 33 – How to Plan for Aging Before Your Family Has to Decide with Kim Shea

Ep. 29 – Starting 2026 With Financial Clarity and Confidence

by Tom Fleishel | Jan 16, 2026 | Podcast

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Fleishel Financial Associates is an Independent Registered Investment Advisor.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Fleishel Financial Associates. Investment advisory services offered through Fleishel Financial Associates and Raymond James Financial Services Advisors, Inc. Fleishel Financial Associates is registered as an investment adviser and is independent of Raymond James. Fleishel Financial Associates is separately owned and operated and not independently registered as a broker-dealer.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance may not be indicative of future results. 

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