Home
Categories
EXPLORE
True Crime
Comedy
Business
Society & Culture
Health & Fitness
Sports
Technology
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Podjoint Logo
US
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/bf/23/cb/bf23cbc3-f043-c079-fff6-1cc285e0596b/mza_17324624458420038808.jpg/600x600bb.jpg
Your Pathways To Wealth
Charlie Massimo and Peter Anastasian
24 episodes
3 months ago
Welcome to Your Pathways To Wealth, where Charlie Massimo and Peter Anastasian are on a mission to bring clarity to the world of finances. Together they bring a wealth of knowledge along with years of experience to help you uncover a way to simplify your financial life and help you preserve what you've built and enjoy what you've earned. Join Charlie and Peter, and their guest experts, as they venture to help you continue to grow your wealth..
Show more...
Investing
Business
RSS
All content for Your Pathways To Wealth is the property of Charlie Massimo and Peter Anastasian and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Your Pathways To Wealth, where Charlie Massimo and Peter Anastasian are on a mission to bring clarity to the world of finances. Together they bring a wealth of knowledge along with years of experience to help you uncover a way to simplify your financial life and help you preserve what you've built and enjoy what you've earned. Join Charlie and Peter, and their guest experts, as they venture to help you continue to grow your wealth..
Show more...
Investing
Business
Episodes (20/24)
Your Pathways To Wealth
Allison Kleinman and Alex LoPinto: Future Centered Care

Allison Kleinman and Alex LoPinto from Future Centered Care discuss their work in supporting individuals with developmental disabilities and their families. They share their personal journeys and how they came to create Future Centered. The conversation covers topics such as employment, housing, and overseeing care as adults age. They emphasize the importance of creating future options and overseeing care for individuals with disabilities. They also discuss the challenges of finding suitable housing and managing expectations. The conversation highlights the need for personalized and tailored support for each family and individual. Future Centered aims to provide housing solutions and support for adults with intellectual and developmental disabilities. They focus on creating individualized programs and promoting inclusivity. They offer various models, such as live-in caregivers and clustered housing, to address the housing needs of this population. Future Centered also works on advocating for set-aside housing and educating developers on the incentives available. They emphasize the importance of sustainability and building a strong support network. The organization aims to expand its footprint beyond New York City and provide resources to families across the country.

Takeaways:

  • Future Centered Care provides support for individuals with developmental disabilities and their families, focusing on employment, housing, and overseeing care as adults age.
  • They work closely with families to create personalized plans and goals, addressing immediate, intermediate, and long-term needs.
  • Managing expectations is crucial, and they emphasize the importance of open communication and regular updates.
  • Finding suitable housing is a significant challenge, and they explore various options and resources available to families.
  • Collaboration with wealth managers and financial planning is essential to ensure adequate funding for future needs.
  • They promote inclusivity and individualized programs to meet the unique needs of each individual.
  • Future Centered Care advocates for set-aside housing and educates developers on incentives.
  • Building a strong support network and ensuring sustainability are key goals for Future Centered Care.

Connect with Wealth Enhancement Group:

  • 1-631-777-1030
  • Wealth Enhancement Group
  • LinkedIn: Charlie Massimo
  • LinkedIn: Peter Anastasian

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

See omnystudio.com/listener for privacy information.

Show more...
1 year ago
42 minutes

Your Pathways To Wealth
Becky Fawcett: Building and Growing Help Us Adopt

Becky Fawcett, founder of Help Us Adopt, shares her journey of starting a nonprofit organization that provides financial assistance to families to help with the cost of adoption. She discusses the challenges she faced in her own adoption journey and how it inspired her to help others. Becky highlights the importance of family equality and the need for larger adoption grants to truly solve the financial barriers. She also talks about the changing landscape of adoption, including the impact of social media and the effects of COVID-19 and war on international adoptions. Becky emphasizes the significance of open adoptions and the positive experiences she has had with birth parents. She concludes by discussing the growth of Help Us Adopt. Becky Fawcett discusses how she built an amazing board for HelpUsAdopt.org and the importance of running a nonprofit like a business. She emphasizes the need for fiscal responsibility and making decisions that align with the organization's mission. Becky shares her strong-willed and aggressive approach to building the organization and not being afraid to make tough decisions. She also talks about the importance of knowing the difference between 'no' and 'not yet' and the power of perseverance.

Takeaways

  • The cost of adoption is a significant obstacle for many families, and organizations like Help Us Adopt provide crucial financial assistance.
  • Family equality is an important aspect of adoption, and it is essential to support all types of families.
  • The landscape of adoption has changed with the rise of social media and the impact of COVID-19 and war on international adoptions.
  • Open adoptions can be a positive experience for all parties involved and can create lifelong connections.
  • Help Us Adopt has grown from a small organization to a national one with a focus on providing larger grants to solve the financial barriers of adoption.
  • Building a strong board is crucial for the success of a nonprofit organization.
  • Running a nonprofit like a business, with fiscal responsibility and strategic decision-making, is essential for long-term growth.
  • Knowing the difference between 'no' and 'not yet' can help navigate challenges and setbacks.
  • Finding your purpose doesn't necessarily mean starting a nonprofit; it can be about making a difference in any area that you care about.
  • Recommended books: 'The Authenticity Project' by Clare Pooley and 'American Baby' by Gabrielle Glaser.

Connect with Wealth Enhancement Group:

  • 1-631-777-1030
  • Wealth Enhancement Group
  • LinkedIn: Charlie Massimo
  • LinkedIn: Peter Anastasian

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

See omnystudio.com/listener for privacy information.

Show more...
1 year ago
36 minutes

Your Pathways To Wealth
Laurie Spampinato: Balance and Preparing for the Unexpected

Laurie Spampinato shares her experience of rebuilding her life and managing her finances after the tragedy of 9/11 with hosts Charlie Massimo and Peter Anastasian. She discusses the importance of being financially prepared and having a plan in place, as well as the role of women in managing wealth. Laurie emphasizes the need for open communication and involvement in financial matters, regardless of gender. She also highlights the importance of prioritizing goals and making smart financial decisions to ensure a stable future. In this conversation, Laurie discusses the importance of trusted support and the need for women to be involved in financial planning. She shares her experience of losing her husband and the challenges she faced as a widow. Laurie emphasizes the value of having a trusted advisor and the importance of preparing for the unexpected. She also talks about her changing priorities as her children have grown up and the need to balance saving for the future with enjoying the present.

Takeaways

  • Be financially prepared and have a plan in place for unexpected events.
  • Open communication and involvement in financial matters are crucial.
  • Prioritize goals and make smart financial decisions for a stable future.
  • Trusted support is crucial for individuals who have lost a spouse unexpectedly.
  • Having a trusted advisor, such as a fiduciary, can provide guidance and help make informed financial decisions.
  • Everyone should be actively involved in financial planning and have open conversations with their partners about their financial goals and priorities.
  • Preparing for the unexpected, such as the loss of a spouse or divorce, is essential for financial security.
  • Balancing saving for the future with enjoying the present is a challenge that many individuals face.

Connect with Wealth Enhancement Group:

  • 1-631-777-1030
  • Wealth Enhancement Group
  • LinkedIn: Charlie Massimo
  • LinkedIn: Peter Anastasian

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

See omnystudio.com/listener for privacy information.

Show more...
1 year ago
32 minutes

Your Pathways To Wealth
The Bucket Strategy: How to Effectively Plan Your Retirement Income and Spending (Ep. 20)
Imagine retiring right before the Covid-19 pandemic. The markets plummeted by double digits! So how can you ensure your retirement plan is not significantly disrupted by such market volatility? More importantly,
Show more...
1 year ago
17 minutes

Your Pathways To Wealth
The Value-Driven Path to Wealth with Elena Beckius (Ep. 19)
Have you ever let your emotions get the best of you? You’re not alone! But when it comes to financial planning, emotional decisions can prove to be very costly. In today’s thought-provoking episode, Charlie Massimo and Peter Anastasian speak with Elena...
Show more...
1 year ago
28 minutes

Your Pathways To Wealth
Debunking Five Common Medicare Myths with Kevin Lawrence (Ep. 18)
A whopping 72% of 1,260 surveyed adults said they wish they understood Medicare coverage better! This is according to the Nationwide Retirement Institute® 2023 Health Care Costs in Retirement Survey. It’s time to clear the confusion and dispel some com...
Show more...
1 year ago
29 minutes

Your Pathways To Wealth
Solving the Social Security Puzzle with David Freitag (Ep. 17)
With a myriad of rules, regulations, and strategies to consider, Social Security can seem like a complex puzzle. It’s a topic our clients frequently ask us about! Join Peter Anastasian and Charlie Massimo as they speak with David Freitag, CLU, ChFC,
Show more...
1 year ago
32 minutes

Your Pathways To Wealth
Settling the 60/40 Debate: Is the Traditional Stocks-Bonds Mix Still Relevant? (Ep. 16)
As the economy copes with high interest rates and stubborn inflation, you may have come across an unsettling question: Is the traditional portfolio of 60% stocks and 40% bonds still relevant? The short answer is yes.
Show more...
1 year ago
18 minutes

Your Pathways To Wealth
Physicians & Finances with Dr. Chris Campese, Dr. Leo Penzi, and Dr. William Kruger (Ep. 15)
Wealth management may look very different for different professionals. Today, we look at wealth management from the lens of physicians, specifically anesthesiologists who have accumulated wealth over several decades. In this episode,
Show more...
1 year ago
40 minutes

Your Pathways To Wealth
Understanding Volatility vs. Risk: The Key to Panic-Proof Investing (Ep. 14)
In the world of investing, surprises can be the mother of panic. But what if you could be prepared and stay ahead of the curve to maximize protection in the marketplace?  In this episode, Peter Anastasian and Charlie Massimo explore how unexpected twis...
Show more...
2 years ago
15 minutes

Your Pathways To Wealth
Demographics, Healthcare Costs, and Social Security: The Perfect Storm for A Future Depression. (Ep. 13)
There are recessions and there are depressions, and no crystal ball can tell you what’s coming next… In this episode, Charlie Massimo and Peter Anastasian discuss the possibility of a future depression and the factors that could contribute to it.
Show more...
2 years ago
22 minutes

Your Pathways To Wealth
Coaching and Seamlessly Evolving With Your Practice with Michael Brinkley, CFP®, CEPA (Ep. 12)
Are you looking to exit your business in the most seamless way possible, allowing for the new leaders to integrate into your business without a huge shift?  In this episode, Charlie Massimo and Peter Anastasian are joined by Michael Brinkley, CFP®,
Show more...
2 years ago
28 minutes

Your Pathways To Wealth
Umbrella Insurance: The Extra Layer of Protection Your Wealth Deserves with Ron Rugolo (Ep. 11)
Curious about how to safeguard your assets and navigate the intricate world of insurance?  Take advantage of this chance to equip yourself with valuable insights that could transform how you approach insurance and risk management. In this episode,
Show more...
2 years ago
18 minutes

Your Pathways To Wealth
The Most Overlooked Investment Class: Life Insurance with Michael Fliegelman (Ep. 10)
Have you considered life insurance as a means to adding a new investment to your portfolio?  In this episode, Charles Massimo is joined by Michael Fliegelman from Strategic Wealth Advisor Network and Swan Life Brokerage.
Show more...
2 years ago
30 minutes

Your Pathways To Wealth
The Truth Behind AI in the Financial World with Wes Crill (Ep. 9)
While AI learning tools have gained new attention in the world of finance, it’s essential to understand both sides of the coin in order to separate fact from fiction. In this episode, Charlie Massimo and Peter Anastasian speak with Wes Crill,
Show more...
2 years ago
22 minutes

Your Pathways To Wealth
How to Plan Your Legacy with Confidence and Peace of Mind with Jordan Linn (Ep. 8)
Are you feeling uncomfortable discussing legacy planning and estate documents? While it may involve sensitive topics, legacy planning is a crucial aspect of comprehensive financial planning that should be noticed. In this episode,
Show more...
2 years ago
26 minutes

Your Pathways To Wealth
How to Achieve Your Life Goals With Holistic Wealth Management (Ep. 7)
Managing your finances goes beyond just number crunching or aiming for the highest return. To create lasting wealth and happiness, it is important to take a holistic approach. This involves looking at your total financial picture,
Show more...
2 years ago
20 minutes

Your Pathways To Wealth
Diversification And The Gift Of The Unknown (Ep. 6)
Are you tired of hearing about diversification without truly understanding its essence?  It’s time to demystify this term and uncover the secrets that only a few investors truly grasp. Brace yourself for a paradigm shift that will revolutionize how you...
Show more...
2 years ago
23 minutes

Your Pathways To Wealth
Navigating Volatile Markets: A Four-Step Approach to Manage Market Decline (Ep. 5)
In today’s fast-paced and ever-changing financial landscape, it’s crucial for investors to have a robust strategy that withstands market volatility.  In this episode, Charlie Massimo and Peter Anastasian delve into their four-step program designed to h...
Show more...
2 years ago
17 minutes

Your Pathways To Wealth
How to Master Finances and Retirement Savings (Ep. 4)
Are you confident enough to navigate the complex world of finance and retirement savings on your own?  It’s a common belief that many individuals hold, thinking they can handle it without assistance. In our latest podcast episode,
Show more...
2 years ago
24 minutes

Your Pathways To Wealth
Welcome to Your Pathways To Wealth, where Charlie Massimo and Peter Anastasian are on a mission to bring clarity to the world of finances. Together they bring a wealth of knowledge along with years of experience to help you uncover a way to simplify your financial life and help you preserve what you've built and enjoy what you've earned. Join Charlie and Peter, and their guest experts, as they venture to help you continue to grow your wealth..