Retirement planning becomes more complex when a successfulindividual or family has accumulated wealth across multiple accounts, investments, insurance policies, real estate, business interests, and other financial resources.

Chad Clubb, AIF®, of 1 Road Financial in Plymouth Meeting,Pennsylvania, explains how a retirement-focused planning process can bring those pieces together.

The conversation covers retirement income, tax planning,Social Security, investments, healthcare, insurance, estate considerations, legacy planning, and the transition from wealth accumulation to retirement income.

Chad also explains his Personalized Wealth and Tax ReductionPlan, or PWTR Plan, and his philosophy of planning before products.

#ChadClubb #SpotifyPodcasts #RetirementPlanning#RetirementIncome #FinancialAdvisor #PlymouthMeeting#PennsylvaniaFinancialAdvisor #TaxPlanning #WealthManagement #NPRN#1RoadFinancial #RetirementStrategy

For many higher-net-worth individuals and families, the biggest financialchallenge is not simply building more wealth.

It is understanding how everything they have built fits together.

Jacob Graff, ChFC®, a financial advisor in Braintree, Massachusetts, joins NPRN to discuss his approach to personalized wealth building andprotection.

Jacob explains his PIWP Plan, the Personalized Integrated Wealth Building and Protection Plan he developed around the client's goals, concerns, financial position, and long-term objectives.

The conversation covers taxes, estate planning, insurance, retirement, investments, wealth protection, legacy planning, and the importance of understanding the individual behind the numbers.

Jacob also shares a client story involving a 61-year-old woman who believed she needed to work until 70. After reviewing her financial position, Jacob developed a strategy that could potentially allow her to retire at 65 andconsider delaying Social Security.

The interview also explores why Jacob believes clients should choose an advisor they can actually talk to, why local Massachusetts knowledge matters,and why he views financial planning as a long-term partnership.

NPRN recognized Jacob Graff for his personalized, integrated approach to wealth building and protection.

#JacobGraff #FinancialAdvisor #BraintreeMA #WealthManagement#FinancialPlanning #WealthProtection #HighNetWorth #RetirementPlanning#EstatePlanning #LegacyPlanning #MassachusettsFinancialAdvisor#RiseNorthCapital #NPRN #SpotifyPodcasts

How do successful families preserve more ofthe wealth they've spent decades building?

Financial Strategist Leah Siegel sharespractical insights into retirement planning, tax-efficient financialstrategies, asset protection, and legacy planning in this exclusive NPRNFeatured Expert interview.

Learn why personalized financial planning canhelp reduce unnecessary taxes, strengthen retirement confidence, and protectwealth for future generations.

NPRN recognized Leah Siegel for herspecialized expertise, advanced financial knowledge, proprietary HNTS™ planningmethodology, and dedication to helping clients achieve lasting financial security.

#FinancialPlanning

#LeahSiegel

#RetirementPlanning

#WealthPreservation

#TaxPlanning

#LegacyPlanning

#FinancialEducation

#HighNetWorth

#NPRN

#FeaturedExpert

Many people spend years searching for relief from chronic pain without ever discovering the true cause of their condition.

In this NPRN Authority Interview, Dr. Andrew DeSaro explains why identifying underlying dysfunction is often the key to achieving meaningful improvement.

Drawing on nearly three decades of clinical experience, Dr. DeSaro discusses spinal biomechanics, patient education, corrective care, and the importance of addressing causes rather than simply managing symptoms.

Discover why NPRN recognized him as one of the trusted chiropractic experts serving Richboro and Bucks County, Pennsylvania.

#DrAndrewDeSaro
#RootCauseCare
#CorrectiveChiropractic
#BackPainRelief
#NeckPainRelief
#SpinalHealth
#PainReliefExpert
#BucksCountyChiropractor
#FeaturedExpert
#NPRN

Dr. Aman Siddiqi joins NPRN to discuss how advanced ADHD and neuropsychological evaluations help adults, college students, and teenagers gain deeper insight into how their brains function.

This conversation explores attention, executive functioning, diagnosis, and why identifying root causes matters more than assumptions.

#ADHDTesting

#Neuropsychology

#AdultADHD

#ADHDEvaluation

#MentalHealthEducation

#ADHDSpecialist

#NPRN

#Psychology

#ExecutiveFunction#FocusChallenges

In this National Professional Referral Network (NPRN) Expert Spotlight interview, Dr. Len Schwartz sits down with Ron Silva, CFP®, a retirement planning specialist serving the San Francisco Bay Area.

During this conversation, Ron shares how hehelps retirees, pre-retirees, business owners, and high-income professionals determine whether they are financially prepared to retire.

Drawing on more than 20 years of experience,Ron explains why many successful individuals spend decades accumulating assets but often feel uncertain when it comes time to transition into retirement.

Ron discusses:

• Retirement planning strategies
• Retirement income planning
• Wealth preservation
• Estate and legacy planning
• Fiduciary financial guidance
• Helping clients navigate complex financial decisions with confidence

Ron also shares the philosophy behind hisproprietary PWRP™ (Personalized WealthBuilding & Retirement Plan), a personalized process designed tohelp clients continue building wealth through retirement while minimizingtaxes, preserving assets, and creating greater financial confidence.

If you're approaching retirement and wonderingwhether you're truly prepared for the next phase of life, this conversation provides valuable insight into what to consider before making important financial decisions.

Learn more about Ron Silva and Silva FinancialPlanning Services:
https://www.silvafinancialplanning.com

#RonSilva

#RetirementPlanning

#FinancialAdvisor

#RetirementIncome

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#CFP

#FiduciaryAdvisor

#RetirementReady

In this episode, Scott Moskowitz shares how he helps pre-retirees and retirees in Fort Lauderdale approach estate planning with greater structure and clarity.

The discussion focuses on how financial planning, insurance, and tax strategy can work together, and why coordination between professionals is often the missing piece.

In this episode, Larry Turell shares how he helps retirees in Boca Raton and Fort Lauderdale create reliable income strategies designed for long-term stability.

We discuss how retirement planning changes once incomebecomes the priority, and why many traditional approaches fall short.
·  Financial Advisor Boca Raton

·  Retirement Planning Florida

·  Wealth Management Podcast

·  Financial Advisor Interview

·  Retirement Income Strategies ·  South Florida Financial Advisor

In this episode, we speak with Spencer Betts, a featured Advisor in Boston, about how clients actually choose a Financial Advisor - and what most people get wrong.

Topics covered:

* How trust is really built

* Why most professionals blend together

* What makes someone the obvious choice

Learn more: https://thenprn.com/interview/top-financial-advisor-in-boston-ma-spencer-betts-verified-nprn-expert/