Free Daily Podcast Summary
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.
- 2 weeks ago47 min
Retirement Readiness: 7 Big Mistakes People Make Years Before Retirement (Ep. 10)
The few years leading up to retirement are filled with important financial decisions, and avoiding common mistakes can make a meaningful difference in your long-term success. In this special episode of the Retirement Readiness Journey, Rose Price, CFP®, AIF®, is joined by Partner Dan Lash, CFP®, AIF®, to discuss some of the biggest retirement planning mistakes they see pre-retirees make and how thoughtful planning can help you avoid them. From tax strategies and Social Security decision...
- Aug 12, 202631 min
Retirement Readiness: Managing Retirement Distributions (Ep. 9)
You've spent your career saving for retirement. The next step is learning how to turn those savings into a paycheck that can support the lifestyle you’ want to live. The transition from saving for retirement to living on your savings requires an entirely different approach to financial planning. In this episode of the Retirement Readiness Journey series, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, discuss the transition from accumulating wealth to living on it. From creating ta...
- Jul 30, 20264 min
The 401(k) Playbook: Target Date Funds - Are They Actually the Right Choice?
Target date funds are one of the most popular investment options in 401(k) plans, but are they automatically the right choice for everyone? In this episode of VLP's 401(k) Playbook, Andrew Fincher, CFP®, CEPA®, AIF®, breaks down how target date funds work, why they've become a common default investment, and some of the key differences participants should understand before investing. From glide paths and underlying investment strategies to the distinction between "to retirement" and "through r...
- Jul 22, 202636 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...
- Jul 15, 20263 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...
- Jul 1, 202630 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 ...
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.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from The Live Greater View in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's The Live Greater View daily summary?
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.
How does the The Live Greater View podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official The Live Greater View product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by VLP Financial Advisors.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does The Live Greater View release new episodes?
The Live Greater View publishes biweekly. Our AI generates a summary within hours of each new episode.
What topics does The Live Greater View cover?
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.
Start getting The Live Greater View summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.