The Life by Design Podcast

By Strategic

Are you ready to live your best life? Tune in to the Life by Design Podcast, where we bring you strategic insights, expert interviews, and practical tools to empower you. From a financial planning and... more

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FAQs about The Life by Design Podcast:

How many episodes does The Life by Design Podcast have?

The podcast currently has 27 episodes available.

The Life by Design Podcast episodes:

April 17, 2025 #6 - Aaron Evans - Path to Retirement
Aaron Evans is a Senior Advisor and Partner at Strategic Financial Services. Aaron is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst (CFA) Charterholder.

For more info on Aaron please visit:
https://investstrategic.com/team/aaron-evans/
https://www.linkedin.com/in/aaron-evans-cfa-cfp%C2%AE-0285466/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.
...more
25min
April 11, 2025 #5 - Brian Basloe - Mastering the Masters
Brian Basloe is the Chief Executive Officer at Concierge Live, and has long history in sports and event ticketing. Brian joins us from Augusta to talk about getting into the Masters.
For more info on Brian please visit: https://www.linkedin.com/in/brianbasloe/ https://www.conciergelive.com/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.
...more
18min
April 10, 2025 Quarterly Perspectives Q1 2025 - Life By Design Podcast
At the end of each quarter, we sit down with the Doug Walters, Chief Investment Officer here at Strategic to recap the quarter and discuss preparing for the next.

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning.

Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal.

All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results.

Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.
...more
20min
April 03, 2025 #4 - Aaron Evans - Retirement Planning
Aaron Evans is a Senior Advisor and Partner at Strategic Financial Services. Aaron is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst (CFA) Charterholder.

For more info on Aaron please visit:
https://investstrategic.com/team/aaron-evans/
https://www.linkedin.com/in/aaron-evans-cfa-cfp%C2%AE-0285466/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.
...more
33min
March 27, 2025 #3 - Greg Mattacola - Emotional Awareness
Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠.

For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/
https://www.linkedin.com/in/gregmattacola/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.
...more
36min
March 20, 2025 #2 - Greg Mattacola - Behavioral Biases
Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠.

For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/
https://www.linkedin.com/in/gregmattacola/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.
...more
38min
March 13, 2025 #1 - Greg Mattacola - Behavioral Finance
Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠.
For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/ or https://www.linkedin.com/in/gregmattacola/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm.
Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning.
All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results.
Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions.
For more details or any questions, please reach out to us directly.
...more
44min

FAQs about The Life by Design Podcast:

How many episodes does The Life by Design Podcast have?

The podcast currently has 27 episodes available.