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The Live Greater View: Daily Summaries Delivered
by VLP Financial Advisors
Welcome to “The Live Greater View” podcast - a financial planning podcast covering retirement planning, tax strategies, wealth management, investing, estate planning, and financial decisions for individuals, families, professionals, executives, and business owners. VLP Financial Advisors is an independent, full-service wealth services firm, with $1.5B* in assets under administration (AUA), as of 1/21/2026, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way. Hosted by Rose Price, CFP®, AIF®, Chris Mellone, CFA®, CFP®, AIF®, and Daniel Lash, CFP®, AIF®. Cetera Wealth Services LLC (custody/administration ) AUA $1.15B, Fidelity Retirement (record keeping) AUA $190M, ADP Retirement (record keeping) AUA $155M. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago36 min
Retirement Readiness: Are You Thriving in Retirement? (Ep. 8)
Retirement is about creating a fulfilling and meaningful next chapter. In this episode of the Retirement Readiness Journey series, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, discuss the lifestyle, emotional, and financial adjustments that come with life after the paycheck. From finding purpose and building new routines to managing retirement income sustainably, this episode explores what it takes to thrive during retirement and enjoy the freedom you've worked so hard to achieve...
- 2 weeks ago3 min
The 401(k) Playbook: 401(k) Loans - Helpful Tool or Retirement Killer?
Borrowing from your 401(k) may seem like an easy solution when unexpected expenses arise, but it's important to understand the tradeoffs before tapping into your retirement savings. In this episode of VLP's 401(k) Playbook, Andrew Fincher, CFP®, CEPA®, AIF®, discusses how 401(k) loans work, the potential impact on your long-term retirement savings, and why borrowing from your retirement account may cost more than many participants realize. While a 401(k) loan can be a valuable tool in certain...
- 4 weeks ago30 min
Retirement Readiness: Your Final Year Before Retirement - Social Security and Medicare (Ep. 7)
Retirement is just 12 months away—are you ready? In the final episode of the Retirement Readiness Journey series, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, discuss the key financial and emotional decisions that can help make your transition into retirement a success. From Social Security claiming strategies and Medicare planning to creating a sustainable retirement paycheck and adjusting to life after work, this episode provides practical guidance for navigating your final yea...
- Jun 11, 202629 min
Retirement Readiness: Insurance, Medicare, and Estate Planning (Ep. 6)
As you reach the final decade before retirement, protecting your health, income, and legacy becomes a top priority. Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, dive into the "protection equation," helping you evaluate which safety nets are still necessary and which are simply hidden expenses. From the evolution of long-term care to navigating the complexities of Medicare and trusts, learn how to shield your plan from unexpected derailments. Key Topics: Life & Disabilit...
- May 21, 202626 min
Retirement Readiness: Tackling Debt and Taxes Before You Retire (Ep. 5)
Before you can plan for where you want to go, you must establish a clear baseline of your current financial health. Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor, discuss the critical first steps of the ten-year countdown to retirement, focusing on the data and thought processes needed to set your baseline. Key Topics: Net Worth Calculation: How to organize diverse assets from 401(k)s and TSPs to real estate and business ...
- May 14, 20264 min
The 401(k) Playbook: The 7 Biggest 401(k) Mistakes
What are the biggest 401(k) mistakes? “Whatever the default option is…” If that’s how you’d describe your 401(k), you’re not alone but it might be costing you more than you realize. In this episode, Andrew Fincher, CFP®, AIF®, Financial Advisor, breaks down seven of the most common 401(k) mistakes. From missing out on employer match to being too conservative early on, it’s how these small mistakes today can make a big difference over time. Contributing to a 401(k) is a great start but underst...
- May 7, 20263 min
The 401(k) Playbook: 2026 401(k) Contribution Limits
What are the 2026 new contribution limits? New year, new 401(k) limits! In this episode, Andrew Fincher, CFP®, AIF®, Financial Advisor, walks you through what changed for 2026. Contribution limits are up, which means more opportunity to save in a tax-advantaged way. $24,500 employee contribution limitHigher catch-up contributions if you’re 50+Even more flexibility if you’re in that 60–63 window These increases may not seem huge year to year, but over time they can make a meaningful d...
- May 4, 20264 min
Market Pulse: How Markets Behave During Conflicts
It’s easy to let headlines drive decisions. The challenge is staying grounded in a plan when emotions are running high. In this episode, Rose Price, CFP®, AIF®, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Financial Advisor, break down what we’ve historically seen when geopolitical events create volatility and why the market’s initial reaction isn’t always the full story. From the role of diversification to how quickly markets refocus on earnings and fundamentals, we walk through ho...
About The Live Greater View
Welcome to “The Live Greater View” podcast - a financial planning podcast covering retirement planning, tax strategies, wealth management, investing, estate planning, and financial decisions for individuals, families, professionals, executives, and business owners. VLP Financial Advisors is an independent, full-service wealth services firm, with $1.5B* in assets under administration (AUA), as of 1/21/2026, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way. Hosted by Rose Price, CFP®, AIF®, Chris Mellone, CFA®, CFP®, AIF®, and Daniel Lash, CFP®, AIF®. Cetera Wealth Services LLC (custody/administration ) AUA $1.15B, Fidelity Retirement (record keeping) AUA $190M, ADP Retirement (record keeping) AUA $155M. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.
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Frequently Asked Questions
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It's a free AI-powered email that summarizes new episodes of The Live Greater View as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
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The Live Greater View covers topics including Business, Management, Entrepreneurship, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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