In this special "Year in Review" episode, the team at VLP Financial Advisors dives into the biggest accomplishments, market reflections, and firm growth of 2025. They also look ahead to 2026, sharing major initiatives like a new office and an exciting new podcast series. Don't miss this candid conversation about the market's volatility, the impact of legislative changes, and the core values driving the firm's success.

Key Discussions and Takeaways:

• Firm and Podcast Growth: Review the significant growth in 2025, including the firm adding over 30 new client households and surpassing 1300 YouTube subscribers.
• Podcast Achievements: Highlights include reaching episode 42 and the success of "short form" content, such as the video on "Financial Scams in the World of AI" (over 7,000 views) and the top short with nearly 30,000 views.
• 2025 Market & Legislative Reflections: Discussion on the market's quick changes, the impact of "Liberation Day," and the "Big Beautiful Bill," which affected taxes, particularly the SALT cap.
• Firm Awards and Recognition: Highlighting awards such as the Investment News Top Places to Work (won again in 2025) and being named to the watchlist for fastest-growing female-led advisory firms.
• Looking Ahead to 2026: Exciting plans include a new office move off of Pinnacle Drive and the launch of a new "Retirement Readiness Journey" podcast series in January.

The team attributes their success to the continued trust and referrals from their clients, partners, and team. Gain valuable insight into how this growing firm manages volatile markets and leverages technology like AI and new social platforms, such as their new Instagram account (@vlpfinanciadadvisors), to better serve their clients.

Your questions and feedback drive the conversation! If you have topics or financial questions that come up during the holidays, please share them with the VLP team to inspire future episodes.