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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.
- 4 days ago14 min
VLP Spotlight: Is Social Security Going Broke?
Is Social Security going broke? While the program faces significant funding challenges, Social Security is not expected to disappear entirely. However, without legislative changes, future retirees could face reductions in scheduled benefits. In this episode of VLP Spotlight, VLP Financial Advisors Elizabeth Williams and Sarah Avila, CFP®, CDFA®, discuss the future of Social Security, the projected trust fund shortfall, and what potential changes could mean for your retirement. From understand...
- 1 weeks ago30 min
Retirement Readiness: 6 Big Mistakes in Tax Planning in Retirement (Ep. 13)
Taxes can have a significant impact on how much of your retirement savings you ultimately get to keep and use. In this episode of the Retirement Readiness Journey, Rose Price, CFP®, AIF®, and Chris Mellone, CFA, CFP®, AIF®, break down six common tax planning mistakes they see and the strategies that can help retirees make more informed decisions. From balancing pre-tax, Roth, and taxable accounts to evaluating Roth conversions, withdrawal strategies, Social Security timing, and charitable giv...
- 2 weeks ago2 min
The Exit Planning Playbook: Can Your Business Run Without You?
For many successful business owners, the business still depends heavily on their knowledge, relationships, and decision-making. That may work well today, but it can make eventually stepping away much more difficult. In this video, Andrew Fincher, CFP®, CEPA®, AIF®, discusses why an important part of exit planning is understanding what would happen if you stopped showing up tomorrow. Who would make key decisions? Who would manage important client relationships? Are your processes docum...
- 3 weeks ago50 min
Retirement Readiness: Navigating Senior Living and Aging Transitions - Costs, Care Options & When to Start (Ep. 12)
Planning for senior living can feel overwhelming, especially when families wait until a health event forces a quick decision. In this episode of the Retirement Readiness Journey, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, are joined by Ginger Noce and Kristy Kennedy of Silver Bridges Consulting to break down how families can approach senior living decisions with more time, information, and confidence. From understanding independent living, assisted living, memory care, and Life...
- 3 weeks ago1h 5m
Retirement Readiness: Medicare & Retirement - What You Need to Know Before You Enroll (SPECIAL)
Medicare can feel overwhelming, especially when you’re approaching age 65, planning for retirement, or trying to understand how your current coverage fits with what comes next. In this special episode, Rose Price, CFP®, AIF®, and Chris Mellone, CFA, CFP®, AIF®, are joined by Emily O’Halloran, Executive Director of EMP Group, to break down the Medicare decisions that often create the most confusion for retirees and pre-retirees. The conversation covers when to start planning, how employer c...
- 4 weeks ago3 min
The Exit Planning Playbook: What Is Exit Planning?
What is exit planning? Exit planning doesn’t mean you’re ready to sell your business. In fact, starting the conversation years before you plan to step away can give you more time and flexibility to prepare for whatever comes next. In this video, Andrew Fincher, CFP®, CEPA®, AIF®, explains why business owners should think about exit planning well before a transition is on the horizon. From reducing the business’s dependence on you and developing key employees to improving processes, profitab...
- Sep 22, 202628 min
Retirement Readiness: From Saving to Spending: The Psychological Shift (Ep. 11)
The transition into retirement brings a new set of financial and personal challenges. After years of focusing on saving and investing, many retirees find that spending their money confidently can be one of the hardest adjustments to make. In this episode of the Retirement Readiness Journey, Rose Price, CFP®, AIF®, and Chris Mellone, CFA, CFP®, AIF®, share practical retirement planning strategies for creating sustainable income, managing market volatility, and building confidence throughout ...
- Sep 2, 202647 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...
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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
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.
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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.
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How often does The Live Greater View release new episodes?
The Live Greater View publishes weekly. Our AI generates a summary within hours of each new episode.
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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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