Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they look back on two years of making the Arsenal Money Clip Podcast. Listen in as they:

• Chat with producer Matt Hanna to reflect on some fun stats, plus the benefits of recording the podcast
• Revisit a handful of favorite episodes to see which quotes still ring true and how certain podcast conversations reshaped their views and language on specific topics
• Look ahead to what topics they'd like to tackle for listeners in future episodes
• Turn the tables on Jeremy as he tries to answer some of the best dad jokes in the podcast's history

Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they sit down with two guests who live at the intersection of assets and impact every day: Jan Taylor, a Watertown community builder and fundraiser launching Raise Lively, and Erin Nally, an estate planning attorney at Starboard Legal in Norwell, Massachusetts who helps families plan for life’s “what ifs” with clarity and heart. Together we talk about:

• Why the “why” behind the documents matter
• How giving is not reserved for the ultra-wealthy
• Tools that make charitable giving simpler and more tax-efficient
• The real pressure nonprofits face and why supporting arts, culture, and other areas can be just as human as meeting basic needs 
• Non-monetary ways to help, starting with raising awareness so the right people can find the right services
• They wrap it up with a highlight of their favorite local nonprofits and of course a couple dad jokes from Jeremy

Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Links for highlighted nonprofits:

South Shore Seahawks Youth Hockey Organization

Watertown Food Pantry

Mosesian Center for the Arts

Watertown Business Coalition Nonprofits

Watertown Community Foundation

Old South Union Church

New England Donor Services

Friends of Wompatuck

Watertown Cable Access

Watertown Boys and Girls Club

Wayside Youth and Family Support Network

CoLAB

Related Arsenal Money Clip Podcast episodes:

Retiring is Hard: How to Think About the Financial, Psychological, and Social Sides of Retirement

The Psychology Behind a Fulfilling Retirement: A Conversation With Dr. Carol Perlman

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they discuss the last group in the sandwich series: the peanut butter and jelly, the people with young adults trying to set out on their own. Doug and Jeremy talk about:

• The current realities facing young adults in launch mode (and why that's stretching later than previous generations).
• Takeaways from conversations with young folks and their perspective on their situation.
• What does the data say? From housing to jobs to education and more.
• What can a Gen Xer or above do to help?
• Jeremy's Mythbuster: Does the American Dream still exist?
• And of course they wrap it up with a couple dad jokes from Jeremy.

Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they sit down with Dr. Sara Keary, a caregiver counselor and consultant, to discuss some of the surprising realities of caregiving for older adults today and how to implement plans and support systems. They weave in analogies for football fans to give the quarterback (caregiver) the best chance of success, with an offensive line and special teams (building a support network of family, friends, and paid help), a playbook to practice (planning for different possibilities), and a solid defense to tackle financial security and fraud. And, of course, they round things out with some famous Jeremy dad jokes.

Find out more about Sara's Caregiver Counseling and Consultation at caregivercc.com or email her at [email protected]. 

Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they wrap up 2025 and dive into a topic that will run throughout the next few podcasts to start the year: the sandwich generation. If you're a Millennial or Gen X parent, you're likely in the sandwich generation. Learn which sandwich type you're in: primarily taking care of younger kids (PB&J), dealing with both kids and aging parents/family (Dagwood), or focused mostly on your older parents/family (Pastrami). Then Doug and Jeremy talk about some of the challenges of each, give a few tips and advice, and help set the stage for future episodes on the topic. And, of course, we round things out with some sandwich-themed dad jokes.

Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they have guest Jordan Jackson on, a Global Market Strategist with J.P. Morgan, to discuss the three C’s guiding his thoughts on the markets and financial planning right now: the consumer, costs, and complacency. Take a listen for financial insights and dad jokes.

Learn more about Jordan here. 

Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they take a look into the five key parts, or elements, of a successful financial plan. Take a listen to hear about:

• Element 1: Goals as gold  
• Element 2: Knowledge and awareness, potassium
• Mythbuster: Should you be like an ostrich?
• Element 3: Filtering, stay strong like iron  
• Element 4: Consistency and carbon, it's in everything
• Element 5: Staying engaged with platinum  
• Then finish up with some dad jokes from Jeremy

Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they welcome psychologist Dr. Carol Perlman on to talk about preparing for retirement with practical tools for routine and constructing positive narratives and identity that help you thrive, not just stop working. Take a listen to hear about:

• Why retirement psychology matters  
• How to control identity, purpose, and routine shifts  
• The importance of time management and weekly planning
• How to choose the narratives that help you
• The four buckets to plan time for: productive, social, health, meaning
• How to address spending-from-the-pile anxiety
• Semi-retirement as an alternative
• Then finish up with some mom jokes from Jeremy

Connect with Dr. Carol Perlman at carolperlman.com or on Instagram and take a listen to the Healthy Habits for Life podcast.

Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they get together to discuss some of the stories and lessons they've learned from decades of clients making their way through all the challenges life throws their way. Listen to hear about:

• Jeremy's recent 24-hour adventure race story (and how he and his team made it through unexpected pitfalls) 
• Some of the stories of clients who have come out the other side of the loss of spouses, jobs, or otherwise...and how many times they've come out stronger.
• The lessons Doug and Jeremy have taken away from these clients' "hero's journey", from building your circle of trust, never thinking it's too late to tackle new challenges, and having the courage to ask the hard questions.
• Then finish up with some hero-themed dad jokes from Jeremy.

Learn more about Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. In this episode they welcome car industry expert Josh Sack to talk about buying a car in today's world. Listen to learn about:

• Should you buy or lease?
• What's a car buying advocate and how can they help make things easy for you?
• Learn about the dealers perspective on financing and trade-ins and what you can do to prepare to get the best deal.
• What do you need to think about with EVs, hybrids, and alternative transportation options?
• Then of course finish up with a couple of Jeremy's dad jokes.

Reach out to Josh at [email protected].

Learn more about Stressless Car at stresslesscar.com.

Learn more about Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.