Podcast

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...

Ep. 8 – Top 10 Questions You’ve Wanted Answers To
How often do you lie awake at night thinking about financial stress or questioning if you should hire a financial advisor? You aren’t alone. In this episode, Tom Fleishel shares the answer to the top ten questions produced from a recent survey by Fleishel Financial...

Ep. 7 – The Future of Small Businesses
Businesses have already been forced to change the way they work due to rising costs and employee isolation. How will the past few years change the way small businesses hire and operate in the future? In this episode, Tom Fleishel dives into the struggles small...

Ep. 6 – A Wealth Managers Perspective on a Clients Loss of Mental Acuity
No matter how much we all want to stay young, at some point, age will catch up to all of us. Hence, planning is key to ensuring a smooth transition in life. In this episode, Tom Fleishel dives into financial planning with a focus on planning for the loss of mental...

Ep. 5 – 10 Top Tax Tips for 2022, Part Two
When it comes to taxes, many dread how much they will pay. But with help of these tricks, that number will fall while still granting benefits. In part two of this miniseries, Tom Fleishel continues navigating the path of all things taxes. Tom sheds some light on five...