Podcast

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...

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...

Summary: How could the U.S. presidential candidates' economic plans impact your wallet and investments? This week on Clarity And Confidence For Life®, Tom Fleishel dissects the economic proposals of our two main presidential candidates. He examines how these plans may...

Summary Did you know that falling for common Social Security myths could jeopardize your retirement? Whether it's concerns about Social Security running out or relying too heavily on it to cover all your needs, these misconceptions could lead to costly mistakes. This...

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,...

Many people think financial planning is only for the wealthy. However, securing your financial future starts with small, intentional steps at any income level. Ready to live your life by design? In this episode, Tom Fleishel focuses on insights from his newly...

Are you falling into the common traps that could undermine your retirement planning? What if you knew about them ahead of time and could prepare to avoid them? This week on Clarity and Confidence for Life®, Tom Fleishel outlines the top 10 retirement planning mistakes...

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 explores the...

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 retirement income...

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 Longevity Planning,...