The Confident Retirement
By Kris Flammang
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Kris Flammang
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 0
Reviews: 0
Episodes: 170
Description
The Confident Retirement Podcast with Kris Flammang and Mark Picchi aims to empower listeners with simple, common sense financial wisdom. Kris and Mark are the partners of LPF Advisors, a financial services firm in Sarasota, Florida. On the show, they deliver entertaining insight and a wealth of knowledge from experts in the financial world. From time to time, Kris and Mark share their own experiences as financial experts - how to retire in a way that’s aligned with what people seek most - the right advice from the right people at the right time in the right way based on what they value most in life. Each week on The Confident Retirement Podcast, Kris and Mark bring you experts who are in the trenches everyday – assisting people with life’s big decisions and navigating the certainty of uncertainty. Join them for dynamic conversations highlighting tried and tested strategies to feel more confident in your financial journey.
| Episode | Date |
|---|---|
|
Episode 171: 2026 Tax Law Changes Explained
|
Feb 16, 2026 |
|
Episode 170: New 401k Catch Up Rules 4 High Earners
|
Nov 13, 2025 |
|
Episode 169: If Jerry Maguire was a Wealth Advisor - Part II
|
Sep 16, 2025 |
|
Ep 168 If Jerry Maguire was a Wealth Advisor - Part I
|
Aug 28, 2025 |
|
Ep 167: Great Money Moves for Young Careers
|
Jul 31, 2025 |
|
Ep 166: One Big Beautiful Bill - Need to Knows
|
Jul 15, 2025 |
|
Ep. 165: College Planning for HENRYs
|
May 29, 2025 |
|
Ep 164: Building A Financial Legacy HENRYs
|
May 22, 2025 |
|
Ep 163: Lifestyle Inflation HENRYs
|
May 15, 2025 |
|
Ep 162: Building Wealth Through Investing - HENRYs
|
Apr 24, 2025 |
|
Ep 161: Financial Pitfalls for Henry's
|
Apr 03, 2025 |
|
Ep 160: Demystifying Diversification
|
Mar 27, 2025 |
|
Ep 159: Emergency Fund Basics
|
Mar 20, 2025 |
|
Ep 158: Estate Planning 101: The Basics
|
Mar 13, 2025 |
|
Ep 157: 2025 Economic Outlook
|
Mar 06, 2025 |
|
Ep 156: Moderna Equity Awards - YES
|
Feb 27, 2025 |
|
Ep 155: Systematic Withdrawals in Retirement
|
Feb 20, 2025 |
|
Ep 154: Retirement Plan Changes SMH
|
Feb 13, 2025 |
|
Ep 153: Pension Plan Payout Options
|
Feb 06, 2025 |
|
Ep 152: Roth IRA Conversions 101
|
Jan 30, 2025 |
|
Ep 151: Holy Buckets! The Other Retirement Income Strategy
|
Dec 12, 2024 |
|
Ep 150: Inherited & Stretch IRA Basics
|
Nov 28, 2024 |
|
Ep 149: Tax Efficient Investing Tips
|
Nov 14, 2024 |
|
Ep 148: Financial Wellness Programs
|
Nov 07, 2024 |
|
Ep 147: Social Security Basics
|
Oct 24, 2024 |
|
Ep 146: Roth vs. Traditional IRA
|
Oct 03, 2024 |
|
Ep 145: Tax Saving Tips 101
|
Sep 19, 2024 |
|
Ep 144: Budget Basics Lead to Bliss
|
Aug 29, 2024 |
|
Ep 143: Aviation Travel Delay Compensation Under International Law
|
Aug 15, 2024 |
|
Ep 142: Moderna RSU Stock Options Workshop
|
Aug 08, 2024 |
|
Ep 141: Moderna 401K Workshop
|
Aug 01, 2024 |
|
Ep 140: Supporting Clients' Goals with Tailored Financial and Emotional Guidance
|
Jul 25, 2024 |
|
Ep 139: Digital-First Journalism in Evolving Landscape
|
May 16, 2024 |
|
Ep 138: 2024 Economic Outlook
|
Mar 14, 2024 |
|
Ep 137: Building Trust: The Foundation of Client-Attorney Relationships
|
Mar 07, 2024 |
|
Ep 136: Secret Systems to Strategic Planning
|
Feb 15, 2024 |
|
Ep 135: What Are Your Options For Excess Cash with Kris Flammang
|
Feb 08, 2024 |
|
Ep 134: In Tax Disputes, Experience Matters
|
Feb 01, 2024 |
|
Ep 133: Estate Plans for Medical Pros and Families Who Want to Avoid Time Clocks
|
Jan 25, 2024 |
|
Ep 132: Maximizing Your Retirement Confidence
|
Jan 18, 2024 |
|
Ep 131: Complex HNW Family Law
|
Jan 11, 2024 |
|
Ep 130: Three Biggest Retirement Mistakes to Avoid
|
Jan 04, 2024 |
|
Ep 129: Divorce Advocacy Done Right
|
Dec 28, 2023 |
|
Ep 128: What does a Great Benefits Offering Entail?
|
Dec 21, 2023 |
|
Ep 127: Straight Forward Injury and Insurance Claim Advocacy
|
Dec 14, 2023 |
|
Ep 126: From Doubt to Confidence: A Guide to Stress Free Legal Processes
|
Dec 10, 2023 |
|
Ep 125: Sticking Together as You Are Coming Apart
|
Nov 30, 2023 |
|
Ep 124: From Prosecutor Dreams to Trial Lawyer
|
Nov 16, 2023 |
|
Ep 123: Proactive Financial Planning for a Secure Future
|
Nov 09, 2023 |
|
Ep 122: There’s No Substitute for the Right Business Attorney
|
Nov 02, 2023 |
|
Ep 121: Getting Paid for the Work You Do
|
Oct 26, 2023 |
|
Ep 120: Estate And Incapacity Planning After Divorce
|
Oct 20, 2023 |
|
Ep 119: Overcoming Common Divorce Mistakes
|
Oct 12, 2023 |
|
Ep 118: Taking Financial Control After a Divorce
|
Oct 05, 2023 |
|
Ep 117: Advocating for Injured Clients: A Unique Perspective
|
Sep 28, 2023 |
|
Ep 116: Divorce’s Impact on the Workplace
|
Sep 21, 2023 |
|
Ep 115: Where Injury, Bankruptcy and Estate Planning Intersect
|
Sep 14, 2023 |
|
Wp 114: Empathy and a Sounding Board for Injured Clients
|
Sep 07, 2023 |
|
Ep 113: A Commitment to Client Justice
|
Aug 31, 2023 |
|
Ep 112: Finding Sustainable Solutions: Navigating Divorce
|
Aug 24, 2023 |
|
Ep 111: Passionate Advocacy: Demystifying Personal Injury Law
|
Aug 17, 2023 |
|
Ep 110: High Touch Family Law in the Low Country
|
Aug 10, 2023 |
|
Ep 109: Perspectives on Personal Injury Law, Estate Planning & Litigation
|
Jul 27, 2023 |
|
Ep 108: The Confidence to “Come Back Stronger”
|
Jul 20, 2023 |
|
Ep 107: Roth IRAs, 401ks & Conversions 101
|
Jul 06, 2023 |
|
Ep 106: Revisiting Retirement Income
|
Jun 29, 2023 |
|
Ep 105: Resolving the Unsolvable Conflicts
|
Jun 22, 2023 |
|
Ep 104: Maximizing Your Retirement Confidence
|
Jun 08, 2023 |
|
Ep 103: Options For Excess Cash Part 2
|
May 25, 2023 |
|
Ep 102: What Are Your Options For Excess Cash?
|
May 18, 2023 |
|
Ep 101: A voyage into the mind of a Social Security Jedi Master (Fan Fave)
|
May 11, 2023 |
|
Ep 100: Fan Fave: Retirement Plan Considerations in Divorce
|
May 04, 2023 |
|
Ep 099: Fan Fave: Medicare Straight Talk From MedicareDave
|
Apr 27, 2023 |
|
Ep 098: Riding the Flat Fee Estate Planning Wave
|
Apr 20, 2023 |
|
Ep 097: Family Law Georgia Style
|
Mar 30, 2023 |
|
Ep 096: Core Estate Planning For All!
|
Mar 23, 2023 |
|
Ep 095: A Divorce Discussion
|
Mar 16, 2023 |
|
Ep 094: Fairness vs Legality in Divorce
|
Mar 09, 2023 |
|
Ep 093: With Divorce, There’s a Better Way
|
Mar 07, 2023 |
|
Ep 092: Kid’s Protection Plans for Guardianship
|
Feb 23, 2023 |
|
Ep 091: Tax Attorney Talk You Can Understand
|
Feb 16, 2023 |
|
Ep 090: The Human Aspect of Divorce
|
Feb 09, 2023 |
|
Ep 089: A Distinctly Different Divorce Approach
|
Feb 02, 2023 |
|
Ep 088: Proactive vs Reactive Accountancy
|
Jan 26, 2023 |
|
Ep 087: Complex HNW Family Law
|
Jan 19, 2023 |
|
Ep 086: Laser Focus on Family Law
|
Jan 12, 2023 |
|
Ep 085: Top 4 Thoughts from 2022
|
Dec 29, 2022 |
|
Ep 084: A Proven Process to De-Stress Divorce
|
Dec 22, 2022 |
|
Ep 083: Strategic Planning in Family Law
|
Dec 15, 2022 |
|
Ep 082: Family Law and Adoptions Done Right
|
Dec 08, 2022 |
|
Ep 081: Retirement Plan Considerations in Divorce
|
Dec 01, 2022 |
|
Ep 080: Family Law from the Heart
|
Nov 24, 2022 |
|
Ep 079: Divorce Done Differently
|
Nov 17, 2022 |
|
Ep 078: Conflict Resolution and Mediation
|
Nov 10, 2022 |
|
Ep 077: Secret Systems to Strategic Planning
|
Nov 07, 2022 |
|
Ep 076: Family Law, Divorce and Foreclosure Options – The Confident Retirement
|
Oct 27, 2022 |
|
Ep 075: IRAs, Incapacity and Veterans Estate Planning
|
Oct 20, 2022 |
|
Ep 074: In Tax Disputes, Experience Matters
|
Oct 13, 2022 |
|
Ep 073: Divorce Sensei: People Have Options
|
Oct 06, 2022 |
|
Ep 072: Divorce Advocacy Done Right
|
Sep 29, 2022 |
|
Ep 071: Calm in the Chaos
|
Sep 22, 2022 |
|
Ep 070: Tax Resolution from the Heart
|
Sep 15, 2022 |
|
Ep 069: How Does Business Intersect with Estate Planning?
|
Sep 08, 2022 |
|
Ep 068: Changing Lives through Tax Strategy Sessions
|
Sep 01, 2022 |
|
Ep 067: Ins & Outs of Family Business Formation & Continuity
|
Aug 25, 2022 |
|
Ep 066: Property Taxes, HOA Disputes and Estate Planning 101
|
Aug 18, 2022 |
|
Ep 065: When Business Change is Necessary but not Easy
|
Aug 11, 2022 |
|
Ep 064: When the IRS comes knocking. What to do next?
|
Aug 04, 2022 |
|
Ep 063: Three Biggest Retirement Mistakes to Avoid
|
Jul 28, 2022 |
|
Ep 062: When Picking an Attorney is like Hitting the Lottery
|
Jul 14, 2022 |
|
Ep 061: The Tax Therapy 101
|
Jul 07, 2022 |
|
Ep 059: MEDICARE: Understanding the Options
|
Jun 30, 2022 |
|
Ep 060: Elder Care & Asset Protection Basics
|
Jun 30, 2022 |
|
Ep 058: Must Know Medicare Info
|
Jun 09, 2022 |
|
Ep 057: Leading with a Servant's Heart Featuring Jair Espinoza
|
Jun 02, 2022 |
|
Ep 056: International Relocation Law and Expatriation
|
May 26, 2022 |
|
Ep 055: What Does a Great Benefits Offering Entail?
|
May 19, 2022 |
|
Ep 054: How Does Fashion Influence Group Benefits Programs?
|
May 12, 2022 |
|
Ep 053: Estate Planning and the Gift Tax
|
May 05, 2022 |
|
Ep 052: The Challenges In The Current Real Estate Market.
|
Apr 28, 2022 |
|
Ep 051: Contested Wills, Trusts and Estates-Oh my!
|
Apr 21, 2022 |
|
Ep 050: Solving the Retirement Income Conundrum
|
Apr 14, 2022 |
|
Ep 049: Careful Planning for Special Needs and Medicaid
|
Apr 07, 2022 |
|
Ep 048: Benefits abound! One Administrator’s take on what's Trending
|
Mar 31, 2022 |
|
Ep 047: Solving the "Medicare wordle" in one episode? Done!
|
Mar 24, 2022 |
|
Ep 046: A Calm Voice in the face of an Unpredictable Mortgage Sky
|
Mar 17, 2022 |
|
Ep 045: A CPA Turning the Industry on its Head - Really!
|
Mar 10, 2022 |
|
Ep 044: Protection planning. Lead with a WHY
|
Mar 03, 2022 |
|
Ep 043: Helping Clients Diversify Self-directed IRA investments
|
Feb 24, 2022 |
|
Ep 042: Finding A Calling to Help Others Leave their Legacy
|
Feb 17, 2022 |
|
Ep 041: Medicare Straight Talk from Medicare Dave
|
Feb 10, 2022 |
|
Ep 040: Not all Probates are Equal
|
Feb 03, 2022 |
|
Ep 039: Doctors, Lawyers and Crypto... OH MY!
|
Jan 27, 2022 |
|
Ep 038: Does a Trust Solve all Estate Plan Problems?
|
Jan 20, 2022 |
|
Ep 037: Asset Protection is not the same as Estate Planning
|
Jan 13, 2022 |
|
Ep 035: Personal Attention Has No Substitute
|
Dec 30, 2021 |
|
Ep 033: From yoga to dentistry-helping small business and individuals with taxes
|
Dec 16, 2021 |
|
Ep 032: A voyage into the mind of a Social Security Jedi Master
|
Dec 09, 2021 |
|
Ep 031: Is Budgeting a Dirty Word? Begin With the End in Mind!
|
Dec 02, 2021 |
|
Ep 030: Confessions of a Tax Expert
|
Nov 25, 2021 |
|
Ep 029: Wisdom from a One Size Does Not Fit All CPA
|
Nov 18, 2021 |
|
Ep 028: How to Steer an "HR Boat" When It's Always Turning
|
Nov 11, 2021 |
|
Ep 027: Fearless Tax Resolution and IRS Representation
|
Nov 04, 2021 |
|
Ep 026: Can Organizing Your Finances be as Simple as Answering Yes or No?
|
Oct 28, 2021 |
|
Ep 025: One Person's Mission to Change the Employee Healthcare Industry
|
Oct 21, 2021 |
|
Ep 024: Domicile Planning - How to Smartly Relocate to Florida
|
Oct 12, 2021 |
|
Ep 023: Late Life Divorce's Unique Challenges
|
Oct 07, 2021 |
|
Ep 022: On Demand HR Expertise & Consulting Abound!
|
Sep 30, 2021 |
|
Ep 021: Finally! Medicare Explained Simply
|
Sep 23, 2021 |
|
Ep 020: Is Overseas Relocation in Retirement Right for You?
|
Sep 16, 2021 |
|
Ep 019: When Your Values are Clear, Planning is Easier, Right?
|
Sep 09, 2021 |
|
Ep 018: Leaving a Legacy and Changing Perspectives
|
Sep 02, 2021 |
|
Ep 017: When could a Reverse Mortgage be an Idea to Explore?
|
Aug 26, 2021 |
|
Ep 016: How a Near Death Experience Led to a New Career
|
Aug 19, 2021 |
|
Ep 015: A Wealth Strategist with BIG Charitable Life Goals
|
Aug 12, 2021 |
|
Ep 014: What's the Big Deal with Probate?
|
Aug 05, 2021 |
|
Ep 013: Values Based Estate Planning & Leaving a Legacy
|
Jul 29, 2021 |
|
Ep 012: Values Based Estate Planning & Leaving a Legacy
|
Jul 22, 2021 |
|
Ep 011: Your Estate Planning Needs the Attention of an Experienced Professional
|
Jul 15, 2021 |
|
Ep 010: Estate Plans for Medical Pros and Families who want to avoid TimeClocks
|
Jul 08, 2021 |
|
Ep 009: A Zealous Legal Advocate during One of Life's Toughest Times
|
Jul 01, 2021 |
|
Ep 008: What are Insurance Blind Spots and Advancing Female Professionals
|
Jun 24, 2021 |
|
Ep 07: Why it's Important your Real Estate Agent thinks like a Doctor
|
Jun 17, 2021 |
|
Ep 06: Good People, Good Estate Planning Outcomes and Solutions
|
Jun 10, 2021 |
|
Ep 05: Asset Protection, Selling a Business and How Trusts Work
|
Jun 03, 2021 |
|
Ep 04: Mediation Demystified and Resolving Conflict now
|
May 27, 2021 |
|
Ep 03: Simple Insurance Solutions and Focusing On What's Important
|
May 20, 2021 |
|
Ep 02: Asset Protection Unlocked from an Advisor with Heart
|
May 13, 2021 |
|
Ep 01: Mystery Free Estate Planning with Education and Compassion
|
May 06, 2021 |
|
Trailer: Welcome to The Confident Retirement Podcast
|
Apr 13, 2021 |