Your Pathways To Wealth

Becky Fawcett, founder of Help Us Adopt, shares her journey of starting a nonprofit organization that provides financial assistance to families to help with the cost of adoption. She discusses the challenges she faced in her own adoption journey and how it inspired her to help others. Becky highlights the importance of family equality and the need for larger adoption grants to truly solve the financial barriers. She also t...

Laurie Spampinato shares her experience of rebuilding her life and managing her finances after the tragedy of 9/11 with hosts Charlie Massimo and Peter Anastasian. She discusses the importance of being financially prepared and having a plan in place, as well as the role of women in managing wealth. Laurie emphasizes the need for open communication and involvement in financial matters, regardless of gender. She also highlig...

Imagine retiring right before the Covid-19 pandemic.. The markets plummeted by double digits!

So how can you ensure your retirement plan is not significantly disrupted by such market volatility? More importantly, how can you ensure you don’t run out of money?

Charlie Massimo and Peter Anastasian answer these questions in this episode. Tune in to learn how to use a “bucket” approach and effectively plan your income and spen...

Have you ever let your emotions get the best of you? You’re not alone!

But when it comes to financial planning, emotional decisions can prove to be very costly.

In today’s thought-provoking episode, Charlie Massimo and Peter Anastasian speak with Elena Beckius, a leadership coach and senior vice president at Think2Perform. They help you be more reflective in your decision-making and be better aligned with your core values ...

A whopping 72% of 1,260 surveyed adults said they wish they understood Medicare coverage better! This is according to the Nationwide Retirement Institute® 2023 Health Care Costs in Retirement Survey.

It’s time to clear the confusion and dispel some common myths.

Catch this informative podcast, where Charlie Massimo and Peter Anastasian speak with Kevin Lawrence, director of senior markets at Professional Group Plans (PGP)....

With a myriad of rules, regulations, and strategies to consider, Social Security can seem like a complex puzzle. It’s a topic our clients frequently ask us about!

Join Peter Anastasian and Charlie Massimo as they speak with David Freitag, CLU, ChFC, CRPC, financial planning consultant at MassMutual Financial Group. Together, they debunk common myths and provide clarity on how to maximize your benefit so you can avoid subop...

As the economy copes with high interest rates and stubborn inflation, you may have come across an unsettling question: Is the traditional portfolio of 60% stocks and 40% bonds still relevant?

The short answer is yes. But there are some caveats to consider, like everything else in investing.

In this episode, Peter Anastasian and Charlie Massimo explain how the traditional 60/40 investment portfolio model can be strategicall...

Wealth management may look very different for different professionals.

Today, we look at wealth management from the lens of physicians, specifically anesthesiologists who have accumulated wealth over several decades.

In this episode, Peter Anastasian and Charlie Massimo speak with Dr. Chris Campese, chair of the Department of Anesthesiology at Glen Cove Hospital, Dr. Leo Penzi, executive vice president and chief medical of...

In the world of investing, surprises can be the mother of panic. But what if you could be prepared and stay ahead of the curve to maximize protection in the marketplace? 

In this episode, Peter Anastasian and Charlie Massimo explore how unexpected twists and a lack of preparation can trigger investment panic, offering valuable insights on maintaining a level head.

Discover the critical distinctions between volatility and r...

There are recessions and there are depressions, and no crystal ball can tell you what’s coming next…

In this episode, Charlie Massimo and Peter Anastasian discuss the possibility of a future depression and the factors that could contribute to it. They explore reasons such as demographics, healthcare costs, and the difficulty of cutting social security benefits. 

While emphasizing the importance of financial preparedness an...

Are you looking to exit your business in the most seamless way possible, allowing for the new leaders to integrate into your business without a huge shift? 

In this episode, Charlie Massimo and Peter Anastasian are joined by Michael Brinkley, CFP®, CEPA. Michael explains the process of becoming a certified exit planning advisor and emphasizes the need to consider both financial and personal aspects when planning for an exi...

Curious about how to safeguard your assets and navigate the intricate world of insurance? 

Take advantage of this chance to equip yourself with valuable insights that could transform how you approach insurance and risk management.

In this episode, Charlie Massimo and Peter Anastasian are back to discuss the importance of property and casualty insurance for asset protection and risk mitigation. Joining them is Ron Rugolo, V...

Have you considered life insurance as a means to adding a new investment to your portfolio?  In this episode, Charles Massimo is joined by Michael Fliegelman from Strategic Wealth Advisor Network and Swan Life Brokerage. They explore the concept of using life insurance as an alternative investment and its unique characteristics.

Connect with Wealth Enhancement Group:

• 1-631-777-1030
• Wealth Enhancement Group
• LinkedIn: ...

While AI learning tools have gained new attention in the world of finance, it’s essential to understand both sides of the coin in order to separate fact from fiction. In this episode, Charlie Massimo and Peter Anastasian speak with Wes Crill, Senior Investment Director & VP at Dimensional Fund Advisors.

Connect with Wealth Enhancement Group:

• 1-631-777-1030
• Wealth Enhancement Group
• LinkedIn: Charlie Massimo
• LinkedI...

Are you feeling uncomfortable discussing legacy planning and estate documents? While it may involve sensitive topics, legacy planning is a crucial aspect of comprehensive financial planning that should be noticed. In this episode, Charlie Massimo and Peter Anastasian speak with Jordan Linn, a Tannenbaum Helpern’s Trusts and Estates (T&E) practice partner.

Connect with Wealth Enhancement Group:

• 1-631-777-1030
• Weal...

Managing your finances goes beyond just number crunching or aiming for the highest return. To create lasting wealth and happiness, it is important to take a holistic approach. This involves looking at your total financial picture, including investments, estate, taxes, and risk management. In this episode, Patrice Sikora interviews Charlie Massimo and Peter Anastasian.

Connect with Wealth Enhancement Group:

• 1-631-777-1...

Are you tired of hearing about diversification without truly understanding its essence?  It’s time to demystify this term and uncover the secrets that only a few investors truly grasp. Brace yourself for a paradigm shift that will revolutionize how you approach your investment portfolio. Diversification is a term often heard but rarely understood.

Connect with Wealth Enhancement Group:

• 1-631-777-1030
• Wealth Enhanceme...

In today’s fast-paced and ever-changing financial landscape, it’s crucial for investors to have a robust strategy that withstands market volatility.  In this episode, Charlie Massimo and Peter Anastasian delve into their four-step program designed to help you navigate turbulent markets with confidence and achieve long-term investment success.

Connect with Wealth Enhancement Group:

• 1-631-777-1030
• Wealth Enhancement Gr...

Are you confident enough to navigate the complex world of finance and retirement savings on your own?  It’s a common belief that many individuals hold, thinking they can handle it without assistance. In our latest podcast episode, Charlie Massimo and Peter Anastasian delve into the intricacies of turning your retirement portfolio into a sustainable source of income.

Connect with Wealth Enhancement Group:

• 1-631-777-103...