The Fiscal Fitness Podcast: Recent Episodes
Advus Financial Partners, LLC
What is FISCAL FITNESS? FISCAL FITNESS helps put you in control of your finances to achieve your goals through education and empowerment. Through workshops, podcasts and one-on-one sessions, we help you avoid the pitfalls that undermine financial strength and help you make thoughtful, educated and intentional decisions necessary to maintain and improve your Fiscal Fitness. The solution developed by our team at Advus Financial Partners is designed to meet you where you are in your financial journey and to help you get where you want to go. Join wealth advisor and host, Mitchell Lamoriello, CFP®, as he meets with industry experts to answer some of the most pressing questions asked by our listeners.
Increased prices, all-time low interest rates, shortage of inventory, homes selling within hours of listing and well over asking price. These are a few of the factors that have led to a scorching hot real estate market.
Today we will be joined by broker and co-founder, Justin Core, of Core Real Estate to discuss what has led to this red-hot market, making sense of the market dynamics and tactics to be effective in the current environment.
Since it’s inception, the federal reserve has played an increasingly crucial role in financial markets. As a result, investors pay keen attention to the Fed’s guidance to discern the direction of future monetary policy.
However, the methods through which the Fed actually conducts monetary policy can be a point of confusion. Today, I will join Stuart Smith to break down the origin, goals, and actions of the Federal Reserve.
Join wealth advisor and host, Mitchell Lamoriello, CFP®, as he sits down with guest, Isaac Richardson, a manager at Holler-Classic Automotive Group to discuss how you can be a savvy car shopper.
Holler has 10 dealerships across Florida and has been family owned since 1938. Holler-Classic represents Audi, Honda, Hyundai, Genesis and Mazda manufacturers. The company also has its own brand of pre-owned vehicles, Driver’s Mart, which caters to those with an appreciation for the value of pre-owned, safe family cars and trucks.
Are you a new or soon to be parent? Congratulations on the new addition to your family!
The path ahead may seem daunting, but with careful planning you can take steps to secure you and your little one's financial future. Join Stuart Smith, CFA® as he sits down with Wealth Advisor and CERTIFIED FINANCIAL PLANNER™, Mitchell Lamoriello to discuss the top financial considerations all new parents need to make.
Decisions before the birth of your child:
-Budgeting (2:19)
-Emergency Fund (3:18)
-Leave Options (6:37)
-Health Insurance (10:33)
-Life Insurance (13:05)
-Disability Insurance (18:23)
First 30 days after the birth of your child:
-Social Security Information/Birth Certificate (21:02)
-Adding your child to your health insurance (21:30)
-Child care (22:29)
Longer-term considerations:
-Estate Planning Documents (25:15)
-College Savings (28:27)
-Health Savings Account (32:12)
Most people expect to be driven by emotions and knee-jerk responses when dealing with relationships, politics and other subjects that produce strong feelings. Investing might seem like an odd fit with this group, but it turns out that everyone is subject to behavioral biases that can lead to poor financial decisions.
Biases can inflict serious havoc on your financial well-being. To help you combat these impulses, Wealth Advisor and Host, Mitchell Lamoriello, CFP®, sits down with Advus Portfolio Manager, Stuart Smith, CFA®, to discuss some of the most common behavioral errors in investing.
Join host Mitchell Lamoriello, CFP® and Advus Director of Particpant Education, Bill Hamer, as they provide an overview of how to invest inside your company's 401(k) plan.
Join host Mitchell Lamoriello, CFP® and Advus Portfolio Manager, Stuart Smith, CFA®, as they breakdown the complexities behind the U.S. debt ceiling.