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In this episode, Don Albach discusses the impact of credit card debt across different generations and introduces guest Pat Esposito, a chef who shares insights on nutrition and its importance for a healthy retirement. They explore the detrimental effects of sugar, lectins, and dairy on health, while emphasizing the benefits of incorporating whole foods and probiotics like kefir into one's diet. The conversation wraps up with Pat's favorite healthy meal and an invitation to learn more about what Millstone Financial can offer you at their workshops.
In this episode of the People First Number Second podcast, host Travis Dufner interviews Michael Russo, the chief investment officer and co-founder of Millstone Financial Group. They discuss various topics including the Olympics, credit card debt, retirement planning, and asset class investing. They also touch on the current market volatility and its potential impact on investments. Throughout the conversation, Russo provides insights and advice on budgeting, paying off debt, and creating a diversified investment portfolio.
In this episode of the People First Number Second podcast, Travis Dufner talks with Russell Hewlett from Flex Networks. They discuss the role of Flex Networks in modernizing and simplifying the way asset managers connect with wealth managers and advisors. The conversation then shifts to the financial industry, with a focus on trends in the equity and fixed income markets. They discuss the value and growth potential of small cap stocks and the benefits of active management in the current market environment. The conversation concludes with Travis & Russell discussing the Federal Reserve's stance on interest rates.
In this episode, Travis discusses various topics including the cost of raising a child in different areas of the US, the countries with the fastest-growing percentage of millionaires, and the increase in food prices at fast food restaurants. He also talks about inflation, the performance of different stock indexes, and the potential risks in the AI space. Travis emphasizes the importance of retirement planning and offers a pocket guide to retirement for interested listeners.
The People First, Number Second podcast from Millstone Financial Group focuses on retirement planning and the importance of putting people's needs first. In this episode host Travis Dufner talks with Millstone Financial's President Don Albach. They cover comprehensive retirement plans that take into account factors such as investments, taxes, healthcare, and estate planning. The hosts discuss the importance of understanding clients' retirement dreams and goals before creating a financial plan. They also highlight the significance of investment awareness and diversification to ensure that investments align with clients' objectives. The podcast touches on the role of fiduciaries and the Millstone Awareness Analysis, a comprehensive report that educates clients about their investments and helps them make informed decisions.
From the publisher's feed
Millstone Financial Group works to be sure you're getting through retirement while hanging on to more of your money. Their goal is to help you better understand the things that affect your…
Advisory services are provided by Millstone Financial Group LLC, an Investment Advisor in New Jersey. Insurance services are also offered by Millstone Financial Group LLC, which is not affiliated with the Social Security Administration or any government agency. Registration as an investment adviser does not imply a certain level of skill or training.
This podcast is not a solicitation to offer services outside of New Jersey or where not legally permitted. All investments must be suitable, considering your objectives, risk tolerance, and time horizon. Investing always involves risk and potential loss of capital.