Financial Futures: A Measured Wealth Podcast
Powered by the team at Measured Wealth in beautiful Portsmouth, New Hampshire. Each episode will bring you fresh insights on retirement, investing, and everything you need to take control of your financial future. Whether you're preparing for retirement or already living it, this podcast is here to help you make informed choices with confidence. For more information, visit https://www.measuredwealth.net/ or call 603-431-1444.
Episodes
21 episodes
Replay: Simplifying Estate Planning with Attorney Claire DeLorenzo
Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits...
Make The Most of Your Annual Financial Review with Joe Neff
Today, George is joined by returning guest and Certified Financial Planner Joe Neff to break down what makes an effective annual financial review. They talk about why these meetings should be about more than just investment performance- keeping...
Private Equity, Private Credit, Gold & Oil: Market Risks and Opportunities with Ed Miller and Craig Cooper
This episode explores the growing role of private equity and private credit in modern portfolios, breaking down how these alternative investments operate and how they differ from traditional stocks and bonds. George is joined by Ed Miller and i...
Adding Value Through Portfolio, Planning and Behavior: Inside Vanguard’s Advisor Alpha with Michael DiJoseph
This episode explores how financial advisors can add meaningful value to long-term investment success, breaking down Vanguard’s Advisor Alpha research and its key drivers of improved net returns. George is joined by Michael DiJoseph, CFA, Senio...
Student Loan Debt Planning with Joe Neff
In this episode of Financial Futures, George talks with wealth advisor and Certified Student Loan Professional Joe Neff about navigating today’s overwhelming student loan landscape. They break down federal vs. private loans, income-driven repay...
Financial Planning In Your 30's and 40's with Joe Neff
Your 30s and 40s are packed with big financial decisions—buying a home, raising kids, building a career, and trying to save for retirement all at the same time. In this episode of Financial Futures, George is joined by returning guest and CFP J...
Should Your Trust Be a Retirement Account Beneficiary? Featuring Claire DeLorenzo
A trust can be a powerful legacy tool- but is it the right beneficiary for your retirement accounts? In this episode of Financial Futures, we break down the pros, cons, and tax implications of listing a trust as a beneficiary, especially in a p...
Making Sense of Medicare with Paul Doran
Are you getting the most out of your Medicare benefits? In this episode, we break down Medicare’s moving parts- Parts A, B, C, and D- so you can better understand your coverage, costs, and choices heading into retirement. We’re joined by Paul D...
Are Investors Bullish or Bearish for 2026? Featuring Ed Miller
With three years of strong S&P 500 growth behind us, are investors heading into 2026 feeling bullish or bearish? In this episode, George sits down with Ed Miller, Chief Investment Officer at Measured Wealth, to explore the key market themes...
Women and Money- The Life Stages Nobody Talks About
When it comes to finances, no two journeys are the same, and the differences can be surprising. In this episode, Measured Wealth Advisor, Alejandra Borge, CFP®, joins us to explore the unspoken chapters of women and money- covering career ...
The Auto Deduction Expense for Business Owners
In this episode, George and tax specialist Christine Smith unpack the auto deduction and how business owners can use it to optimize their tax strategy. They explore mileage vs. actual expenses, depreciation rules, record-keeping, and common pit...
The Financial Planning Process: What Really Goes Into a Great Plan
Ever wonder how cash flow, investments, taxes, and estate planning all fit together? Today, George sits down with Joe Neff, CFP®, CSLP® of Measured Wealth, to break down the process and the payoff of smart financial planning. Joe also sha...
Navigating 401(k) Plans for Your Business with Leander Macvane of SetAway LLC
Offering a 401(k) can be a game-changer for your business, but the details matter. In this episode, George is joined by retirement plan sales consultant Leander Macvane of SetAway LLC to discuss why retirement plans matter, what to consider whe...
Business Entities and Taxes with Tax Specialist, Christine Smith
Tax filing as a business owner can be complex, whether you're launching a new business or have years of experience. In this episode, Christine Smith- an IRS Enrolled Agent with a master’s degree in taxation and 28 years of experience- joins Geo...
An Introduction To Trusts with Attorney Claire DeLorenzo
Trusts can be complex. We're back with Claire DeLorenzo of Forman Law Group in this episode to break down the basics! She explains how trusts help avoid probate, protect assets, and provide for beneficiaries over time. Plus, she shares...
Simplifying Estate Planning with Attorney Claire DeLorenzo
Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits...
Inside Measured Wealth's Ultra Portfolio
With so much talk about passive investing in the market today, active management is fading… or is it? Ed Miller joins us on the show to highlight Measured Wealth's Ultra Portfolio, an actively managed strategy that goes anywhere- from small-cap...
Inside Measured Wealth’s Core Portfolios
In this episode of Financial Futures, Ed Miller, Chartered Financial Analyst, dives into the Measured Wealth core portfolios, explaining how they are constructed, managed, and tailo...
The 4% Withdrawal Rule Gets a Makeover
The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now,
The One Big Beautiful Bill: Does It Live Up To It's Name?
By now, you’ve probably heard of the One Big Beautiful Bill—but does it live up to its name for individual taxpayers? George is joined by Matt Barbour, Managing Partner of McLeod Ascanio in Portland, Maine, to explore what the legislation reall...