Artificial intelligence is becoming more common in financial planning, but what does that mean for the role of human advisors? In this episode of The Live Greater View, we examine how AI is being used in the industry and what it can—and can’t—do for clients.

We look at the balance between technology and personal guidance, and how both can work together to help people reach their financial goals.

In this episode, we cover:

• How AI is currently being applied in financial services
• Where technology can improve efficiency and decision-making
• Situations where human judgment and experience are still essential
• The limitations and risks of relying only on automated tools
• Ways advisors can integrate AI to provide better client service
• What clients should consider when choosing a tech-supported advisor

Why this matters:
Technology is changing the way financial advice is delivered, but personal insight and understanding remain important. This episode offers a clear look at how AI fits into the bigger picture of financial planning.

One of the most common (and anxiety-inducing) questions in retirement planning is: How long will my money last? In this essential episode of The Live Greater View, we dive into the factors that influence the longevity of your retirement savings—and what you can do to take control of your financial future.

This isn’t just about spreadsheets and projections. It’s about lifestyle, choices, and peace of mind.

In this episode, we explore:

• Why “how long will my money last?” is the wrong question to start with
• How longevity, inflation, and healthcare costs impact your retirement
• Why having a personalized withdrawal strategy is critical
• The difference between running out of money and running out of options
• Real-life examples of how planning (or lack of it) plays out in retirement
• Tips for building flexibility and confidence into your retirement income plan

Why this matters:
Your retirement should be defined by what you can do, not what you’re afraid of. Whether you're already retired or just starting to plan, this episode will help you shift from worry to strategy—with actionable insights you can apply today.

Caught between raising kids and caring for aging parents? You're not alone. In this episode of The Live Greater View, we unpack the unique emotional, financial, and logistical challenges of being part of the sandwich generation—and offer guidance for finding balance.

With honest stories and practical strategies, we shed light on a generation that’s feeling stretched thin, yet often overlooked.

In this episode, we explore:

• What it means to be part of the sandwich generation today
• How to manage caregiving responsibilities without burning out
• Financial strain: supporting two generations at once
• The emotional toll—and how to protect your mental health
• How to communicate with aging parents and grown children about expectations
• Resources and planning tips to ease the burden and find support

Why this matters:
Caring for others while trying to care for yourself can feel overwhelming. This episode helps you feel seen—and gives you tools to create healthier boundaries and build a support system.

Think it can’t happen to you? Think again. In this eye-opening episode of The Live Greater View, we pull back the curtain on financial scams that are costing people billions—and reveal exactly how you can avoid becoming the next victim.

Join us as we dive into the deceptive world of fraudsters, with real-life stories and actionable tips that will sharpen your awareness and strengthen your financial defenses.

In this episode, we explore:

• The psychology behind why even smart people fall for scams
• Common red flags in phone, email, and online fraud
• How scammers are exploiting new technologies (and what to watch out for)
• Practical steps to verify legitimacy before sharing sensitive information
• What to do if you or someone you know has been scammed
• Resources and agencies that can help protect or recover your assets

Why this matters:
Whether you're managing your own finances or looking out for loved ones, the knowledge in this episode could save you money, stress, and serious regret. You’ll leave empowered with expert insights and clear actions to spot and stop financial scams in their tracks.

Are you ready for retirement — even when the markets aren't? Welcome back to The Live Greater View, the financial planning podcast by VLP Financial Advisors, where we help you live your best life through all of life's financial ups and downs.

In today’s timely episode, Rose Price and Dan Lash, both certified financial planners, tackle the crucial topic of retiring during a bear market. Drawing from real client experiences and decades of expertise, they share strategies to help you manage volatility without sacrificing your retirement goals.

Here’s what you’ll learn in this episode:

• How to build a resilient retirement plan that can weather market downturns.
• The critical role of diversification, smart cash flow management, and emotional discipline.
• Real-world lessons from retirees who succeeded — even during the worst markets.

This conversation offers practical advice, expert insight, and plenty of encouragement for anyone worried about retiring in uncertain times.

Don't miss this essential conversation on why the right plan — not the right timing — is the key to a successful retirement. Tune in and live greater with confidence!

Welcome to Live Greater View—the podcast where we break down big financial ideas into clear, actionable insights so you can live with more confidence, clarity, and freedom.

In today’s episode, we’re diving into the world of bonds—what they are, how they work, and why they matter more than you think. Whether you're a beginner or just need a refresher, this episode is packed with practical wisdom to help you make smarter investment decisions.

Here’s what we cover:

• What exactly is a bond—and how does it differ from stocks?
• The different types of bonds: government, corporate, and municipal
• How interest rates impact bond prices (and what that means for your returns)
• Key terms like yield, maturity, credit risk, and diversification
• When and why bonds might be a strong addition to your investment portfolio

What’s in it for you? You’ll gain a solid foundation in bond investing, understand the role they can play in managing risk and creating stable income, and walk away better equipped to build a balanced portfolio.

Bonds might not be flashy—but they’re powerful. Don’t miss this essential episode that brings clarity to one of the most reliable tools in the financial world. Hit play and start building your greater view today.

Tax season can be stressful, but with the right planning, you can set yourself up for success! In this episode of The Live Greater View, certified financial planners Rose Price and Dan Lash from VLP Financial Advisors share practical insights on how to navigate tax season with confidence.

What you'll learn in this episode:

• How life changes—marriage, job changes, stock options—impact your tax situation
• Why proactive tax planning is essential and how it differs from tax preparation
• Key tax law changes to watch for and how they could affect your returns
• Tips for organizing your documents to avoid IRS surprises
• How to minimize tax penalties and make estimated tax payments work for you
• The benefits of working with a financial planner and CPA together

Why listen?
You'll gain expert advice on reducing tax stress, avoiding costly mistakes, and making smarter financial decisions throughout the year. Whether you're filing on your own or working with professionals, this episode will help you take control of your tax strategy.

Have questions or need tax planning guidance? Visit vlpfinancial.com to learn more.

Tune in now and start planning for a more successful tax season!

What’s the best way to spend your money in retirement? More and more retirees are choosing experiences over things, prioritizing travel and family time over material purchases. In this episode of The Live Greater View, hosts Rose Price, CFP®, and Chris Malone, CFP®, dive deep into the financial planning strategies that can help you make the most of your retirement travel budget.

Tune in as they discuss:

• The growing trend of prioritizing travel over material possessions
• How to budget and plan for travel in retirement without financial stress
• Common mistakes retirees make when planning vacations (and how to avoid them)
• The role of travel insurance and real-life examples of why it matters
• How different retirees approach travel—big annual trips, frequent small getaways, or family reunions
• The emotional and financial benefits of making travel a priority

From African safaris to Alaskan cruises, Rose and Chris share client experiences and expert advice to help you create unforgettable moments with loved ones.

Got travel plans in the works? Have questions about financial planning for retirement? We’d love to hear from you!

As the seasons change, it's not just our homes that need tidying up—our finances do too! In this episode of VLP Live Greater Podcast, we’re diving into the concept of financial spring cleaning. Just like clearing out clutter from your home, taking stock of your financial situation can set you up for success.

Join us as we discuss:

• How to assess your spending plan (not a budget!) and stay on track
• The importance of reviewing your tax withholdings and savings contributions
• Smart debt reduction strategies to free up cash flow
• The benefits of consolidating old 401(k) accounts and updating beneficiaries
• Why now is the perfect time to review your investment allocations
• The crucial role of credit reports and fraud protection in financial health

Taking the time to refresh your finances now can lead to a smoother, stress-free future. Have questions or want to share your financial spring-cleaning tips? Reach out to us—we’d love to hear from you!

Tune in and take the first step toward a financially organized and empowered year!

Getting laid off is a tough pill to swallow, but it doesn't have to be the end of your financial journey. In this episode of The Live Greater View, produced by VLP Financial Advisors, hosts Rose Price and Chris Millennium dive deep into the timely topic of layoffs and how to navigate them effectively, no matter where you are in your career.

Whether you're just starting out, midway through your professional journey, or nearing retirement, this episode offers valuable insights to help you plan, pivot, and prosper.

Here's what you’ll learn:

• Immediate Steps to Take After a Layoff: How to process the news and make rational decisions.
• Health Insurance Considerations: What to do when your medical coverage is tied to your job.
• Evaluating Emergency Funds: Assessing your financial safety net and how to strengthen it.
• Career Stage Guidance: Tailored advice for early-career professionals, mid-career individuals, and those nearing retirement.
• Networking & Mentorship: How to leverage connections and seek guidance for a successful transition.
• Testing Retirement: Strategies for those considering a change or a phased retirement.

This episode is packed with practical advice, real-life client experiences, and actionable steps to help you bounce back stronger. Whether you’re facing layoffs or just preparing for the unexpected, tune in to The Live Greater View for the financial guidance you need.