Podcast
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 Life®, Tom Fleishel dissects the economic proposals of our two main presidential candidates. He examines how these plans may...
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 Security running out or relying too heavily on it to cover all your needs, these misconceptions could lead to costly mistakes. This...
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 income level. Ready to live your life by design? In this episode, Tom Fleishel focuses on insights from his newly...
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 prepare to avoid them? This week on Clarity and Confidence for Life®, Tom Fleishel outlines the top 10 retirement planning mistakes...
Ep. 13 – Retirement Planning Part 2: Unlocking the Non-Financial Side of Retirement Planning
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...
Ep. 12 – Retirement Planning Part 1: Navigating Retirement Income Savings
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...
Ep. 11 – Planning For Aging Parents with Amanda Stahl and David Marsh
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,...
Ep. 10 – How to Talk About Finances with Your Spouse 😊
When building a financial or retirement plan with your significant other, there are some extra items to consider. How to discuss finances with your spouse? How to build a plan that both parties want for the future? In this episode, Tom Fleishel explores the ins and...
Ep. 9 – Hack-Proof Your Life: Cybersecurity Survival with Jessica Rice
Have you ever been approached by email, phone, or through social media with an offer that seems too good to be true? Do you have elderly loved ones who would jump at the chance to save you from a sticky situation? It is time to get educated and pass your knowledge to...