On this month's show, Sam and Ali welcome Nate Ecoff to the podcast to discuss the evolving nature of the market, sharing insights and potential strategies to help navigate mid-year challenges and opportunities for the remainder of the year.

In this episode of What the Finance, Ali delves into mid-year market trends, sharing valuable insights to empower your financial decision-making.

On this month's show, Sam and Ali welcome Jennifer Derby to the podcast to discuss the intricacies of Long-Term Care Planning and Elder Law, uncovering essential insights and strategies to navigate the complexities of aging, preserve your legacy, and secure peace of mind for the future.

In this episode of What The Finance, our own Sam Spitzer, CFP® discusses the advantages and disadvantage of Section 529 Plans, and the role they can play in a family's financial plan.

On this month's show, Sam and Ali discuss the key elements of portfolio construction when facing market volatility and economic uncertainty.

Callan Periodic Table:
https://www.callan.com/research/2022-classic-periodic-table/#

In our first episode of What The Finance, our new short-form monthly podcast, our own Ali Swart, CFP® discusses whether I Bonds may be an attractive investment in the current market environment.

On this month's show, Sam and Ali welcome Ashley Wagner to the podcast to discuss what business owners can do today to help maximize value when preparing to sell their business, and what life may look like post sale.

On this month's show, Sam and Ali welcome Warren McGuire to the podcast to discuss the unique ways life insurance can be used to create liquidity to fund lifestyle, legacy, and charitable needs.

Blog Post:
https://www.waldronprivatewealth.com/considerations-for-a-life-insurance-needs-analysis/

On this month's show, Sam and Ali welcome Waldron CIO Ben Greenfeld to the podcast to recap 2022, as well as share his thoughts on what the market holds for the upcoming year.

On this month's show, Sam and Ali welcome Jim Scalo to the podcast to discuss his entrepreneurial journey, and advice on how to successfully navigate long term business cycles.