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
101
Ep 070: Tax Resolution from the Heart
with Maryam Golbarg
27 min
102
Ep 069: How Does Business Intersect with Estate...
with Clayton Cruse
26 min
103
Ep 068: Changing Lives through Tax Strategy Ses...
with Courtney Epps
32 min
104
Ep 067: Ins & Outs of Family Business Formation...
with Brent Nelson
32 min
105
Ep 066: Property Taxes, HOA Disputes and Estat...
with Lauren Cadilac
32 min
106
Ep 065: When Business Change is Necessary but n...
Patricia Mathews
29 min
107
Ep 064: When the IRS comes knocking. What to do...
with Brian Bernhardt
36 min
108
Ep 063: Three Biggest Retirement Mistakes to Avoid
with Kris Flammang
25 min
109
Ep 062: When Picking an Attorney is like Hittin...
with Matthew Eyet
22 min
110
Ep 061: The Tax Therapy 101
Jeffrey Levine
26 min
111
Ep 060: Elder Care & Asset Protection Basics
with Michael Mortellaro
31 min
112
Ep 059: MEDICARE: Understanding the Options
with Aaron Arenbart
24 min
113
Ep 058: Must Know Medicare Info
with Scott Sims
28 min
114
Ep 057: Leading with a Servant's Heart Featurin...
with Jair Espinoza
26 min
115
Ep 056: International Relocation Law and Expatr...
with Christine Concepcion
23 min
116
Ep 055: What Does a Great Benefits Offering Ent...
with Nancy Hendrickson
20 min
117
Ep 054: How Does Fashion Influence Group Benefi...
with Jessica O’Leary
27 min
118
Ep 053: Estate Planning and the Gift Tax
with Azriel Baer
21 min
119
Ep 052: The Challenges In The Current Real Esta...
with Bev Murray
24 min
120
Ep 051: Contested Wills, Trusts and Estates-Oh my!
with Taso Milonas
40 min
121
Ep 050: Solving the Retirement Income Conundrum
with David Macchia
39 min
122
Ep 049: Careful Planning for Special Needs and ...
with Stuart Schoenfeld
32 min
123
Ep 048: Benefits abound! One Administrator’s ta...
with Naomi Wood
29 min
124
Ep 047: Solving the "Medicare wordle" in one ep...
with Danielle Roberts
40 min
125
Ep 046: A Calm Voice in the face of an Unpredic...
with Marci Walker
29 min