Financial Futures: A Measured Wealth Podcast

What do personal credit, artificial intelligence, and tariffs have in common? They’re all forces that can have a meaningful impact on your financial life and the broader economy. In this episode, George is joined by economist Dr. Stan V. Smith, chairman of Smith Economics Group, to discuss the importance of protecting your credit, why he believes AI could be one of the most significant economic revolutions of our lifetime, and how tariffs can shape industries, markets, and national policy.

Smith Economics: https://www.smitheconomics.com/

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How much life insurance is actually enough to protect the people who matter most? Victoria Gibbs, CFP®, and Chartered Life Underwriter®  joins the show to break down the factors that go into finding the right amount of coverage. She also explains why life insurance shouldn’t be a one-time calculation and how major life changes can make it important to revisit your coverage over time.

Resources

 🌐 Our website: https://www.measuredwealth.net/

 📞 Phone: 603-431-1444

 🔎 Explore our range of services: https://www.measuredwealth.net/services

 📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

What does it really mean to be financially flexible? In this episode, George welcomes back wealth advisor Alejandra Borge, CFP®, to discuss why a strong net worth doesn’t always mean you have financial freedom- and why liquidity and access can be just as important as the assets you own. They explore how building more flexibility into your financial plan can give you more choices when opportunities, expenses, and life changes arise.

Resources

 🌐 Our website: https://www.measuredwealth.net/

 📞 Phone: 603-431-1444

 🔎 Explore our range of services: https://www.measuredwealth.net/services

 📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

In this episode, George is joined by Victoria Gibbs, CFP®, and Chartered Life Underwriter®, to tackle some of the most common misconceptions surrounding life insurance. They discuss why life insurance is really a risk management tool, the differences between term and permanent coverage, how health and age affect costs, why employer-provided coverage may not be enough, and why delaying a decision today could limit your options tomorrow.

Resources

 🌐 Our website: https://www.measuredwealth.net/

 📞 Phone: 603-431-1444

 🔎 Explore our range of services: https://www.measuredwealth.net/services

 📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

A mid-year financial review can reveal whether your goals, spending, taxes, and priorities are still on track—or whether it is time to make an adjustment. George is joined by Measured Wealth advisor and CFP® Joe Neff to explain why these conversations should go far beyond investment performance. They discuss how life changes, tax planning, cash flow, and overlooked financial habits can shape the second half of the year.

Download our Mid-Year Review Checklist

Resources

 🌐 Our website: https://www.measuredwealth.net/

 📞 Phone: 603-431-1444

 🔎 Explore our range of services: https://www.measuredwealth.net/services

 📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

Annuities are often misunderstood, but the right strategy can play a valuable role in retirement planning. George sits back down with Victoria Gibbs, CFP®, and Chartered Life Underwriter®, to discuss how different annuity solutions can help generate guaranteed income, manage risk, protect against long-term care costs, and potentially improve retirement outcomes. From fixed annuities and fixed indexed annuities to QLACs and hybrid long-term care options, this conversation highlights where these tools may fit and why every decision should start with a comprehensive financial plan.

Resources

 🌐 Our website: https://www.measuredwealth.net/

 📞 Phone: 603-431-1444

 🔎 Explore our range of services: https://www.measuredwealth.net/services

 📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

In this episode, George is joined by Measured Wealth's resident annuity and life insurance specialist, Victoria Gibbs, CFP®, and Chartered Life Underwriter®. Together, they break down the fundamentals of annuities, including fixed, fixed indexed, variable, immediate, and deferred income annuities, while explaining key features, benefits, and potential drawbacks. Whether you're evaluating an existing annuity or considering one as part of your retirement strategy, this conversation provides a practical overview of the options available and the factors to consider.

Resources

 🌐 Our website: https://www.measuredwealth.net/

 📞 Phone: 603-431-1444

 🔎 Explore our range of services: https://www.measuredwealth.net/services

 📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring.

Forman Law Group: https://www.ourlegalwebsite.com/

More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html

Resources

 🌐 Our website: https://www.measuredwealth.net/

 📞 Phone: 603-431-1444

 🔎 Explore our range of services: https://www.measuredwealth.net/services

 📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

Today, George is joined by returning guest and Certified Financial Planner Joe Neff to break down what makes an effective annual financial review. They talk about why these meetings should be about more than just investment performance- keeping your plan aligned with life changes, taxes, estate planning, and long-term goals. Tune in to see how to make these conversations more useful, more focused, and a better reflection of where you are in life!

Resources

 🌐 Our website: https://www.measuredwealth.net/

 📞 Phone: 603-431-1444

 🔎 Explore our range of services: https://www.measuredwealth.net/services

 📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

This episode explores the growing role of private equity and private credit in modern portfolios, breaking down how these alternative investments operate and how they differ from traditional stocks and bonds. George is joined by Ed Miller and investment analyst Craig Cooper to discuss the benefits, risks, and increasing mainstream interest in these markets, including concerns around liquidity, transparency, leverage, and valuation practices. They also examine recent stress in private credit markets and what it could mean as these strategies move closer to everyday investors, including potential inclusion in 401(k) plans. Finally, the conversation shifts to macroeconomic forces shaping today’s markets, including inflation, interest rates, geopolitical conflict, and their ripple effects on gold and oil.

Resources

 🌐 Our website: https://www.measuredwealth.net/

 📞 Phone: 603-431-1444

 🔎 Explore our range of services: https://www.measuredwealth.net/services

 📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact