The Confident Retirement

The Confident Retirement Podcast with Kris Flammang and Mark Picchi aims to empower listeners with simple, common sense financial wisdom. Kris and Mark are the partners of LPF Advisors, a financial services firm in Sarasota, Florida. On the show, they deliver entertaining insight and a wealth of knowledge from experts in the financial world. From time to time, Kris and Mark share their own experiences as financial experts - how to retire in a way that’s aligned with what people seek most - the right advice from the right people at the right time in the right way based on what they value most in life.Each week on The Confident Retirement Podcast, Kris and Mark bring you experts who are in the trenches everyday – assisting people with life’s big decisions and navigating the certainty of uncertainty. Join them for dynamic conversations highlighting tried and tested strategies to feel more confident in your financial journey.

Investing
Business
1
Ep 161: Financial Pitfalls for Henry's
featuring Armando Faucy-Smith and Collin Habig
9 min
2
Ep 160: Demystifying Diversification
featuring Collin Habig
9 min
3
Ep 159: Emergency Fund Basics
featuring Armando Faucy-Smith and Collin Habig
7 min
4
Ep 158: Estate Planning 101: The Basics
featuring Collin Habig
6 min
5
Ep 157: 2025 Economic Outlook
featuring Phil Blancato
49 min
6
Ep 156: Moderna Equity Awards - YES
featuring Collin Habig
7 min
7
Ep 155: Systematic Withdrawals in Retirement
featuring Collin Habig
9 min
8
Ep 154: Retirement Plan Changes SMH
featuring Collin Habig
8 min
9
Ep 153: Pension Plan Payout Options
featuring Collin Habig
13 min
10
Ep 152: Roth IRA Conversions 101
featuring Kris Flammang & Collin Habig
13 min
11
Ep 151: Holy Buckets! The Other Retirement Inco...
featuring Collin Habig
11 min
12
Ep 150: Inherited & Stretch IRA Basics
featuring Collin Habig
6 min
13
Ep 149: Tax Efficient Investing Tips
featuring Collin Habig
10 min
14
Ep 148: Financial Wellness Programs
with Collin Habig CFP®
8 min
15
Ep 147: Social Security Basics
with Collin Habig
8 min
16
Ep 146: Roth vs. Traditional IRA
with Kris Flammang & Collin Habig
9 min
17
Ep 145: Tax Saving Tips 101
featuring Collin Habig
9 min
18
Ep 144: Budget Basics Lead to Bliss
11 min
19
Ep 143: Aviation Travel Delay Compensation Unde...
with Michael Vater
33 min
20
Ep 142: Moderna RSU Stock Options Workshop
featuring Collin Habig
24 min
21
Ep 141: Moderna 401K Workshop
featuring Collin Habig
25 min
22
Ep 140: Supporting Clients' Goals with Tailored...
featuring Collin Habig
19 min
23
Ep 139: Digital-First Journalism in Evolving La...
with Mark Gordon
32 min
24
Ep 138: 2024 Economic Outlook
with Phil Blancato
50 min
25
Ep 137: Building Trust: The Foundation of Clien...
with Kristina Caballero
20 min