The Life by Design Podcast
Are you ready to live your best life? Tune in to the Life by Design Podcast, where we bring you strategic insights, expert interviews, and practical tools to empower you. From a financial planning and wealth management standpoint, we aim to help you understand the decisions that lead to a more fulfilling financial life. At our core, we believe in serving our clients and communities, growing through reinvestment in our people and tools, and living a great life while helping others do the same.
Episodes
At the end of each quarter, we sit down with the Doug Walters, Chief Investment Officer here at Strategic to recap the quarter and discuss preparing for the next. This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. A...
Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/...
Nick Accordino is a Lead Advisor at Strategic Financial Services. Nick is a CERTIFIED FINANCIAL PLANNER™.
For more info on Nick please visit: https://investstrategic.com/team/nick-accordino/ https://www.linkedin.com/in/nick-accordino-cfp%C2%AE-81a3641b/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by t...
Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠. For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/ https://www.linkedin.com/in/gregmattacola/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or othe...
Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement
For more info on Doug please visit: https://investstrategic.com/team/doug-walters/
t the end of each quarter, we sit down with the Doug Walters, Chief Investment Officer here at Strategic to recap the quarter and discuss preparing for the next. This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. An...
Melissa Fernalld CFP®, CDFA® is a Senior Advisor and Partner at Strategic Financial Services. For more info on Melissa please visit: https://investstrategic.com/team/melissa-fernalld/ https://www.linkedin.com/in/melissa-fernalld-cfp%C2%AE-cdfa%C2%AE-56885b26/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed b...
Laura Powers ChFC® is a Senior Advisor and Partner at Strategic Financial Services. For more info on Laura please visit: https://investstrategic.com/team/laura-powers/ https://www.linkedin.com/in/laurapowers1/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own...
Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠. For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/ https://www.linkedin.com/in/gregmattacola/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or o...
Mike McGraw is a Senior Advisor and Partner at Strategic Financial Services. Mike is a former teacher, CERTIFIED FINANCIAL PLANNER™. For more info on Mike please visit: https://investstrategic.com/team/mike-mcgraw/ https://www.linkedin.com/in/michael-m-4a93b645/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expre...
Nick Accordino is a Lead Advisor at Strategic Financial Services. Nick is a CERTIFIED FINANCIAL PLANNER™. For more info on Nick please visit: https://investstrategic.com/team/nick-accordino/ https://www.linkedin.com/in/nick-accordino-cfp%C2%AE-81a3641b/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by...
Aaron Evans is a Senior Advisor and Partner at Strategic Financial Services. Aaron is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst (CFA) Charterholder. For more info on Aaron please visit: https://investstrategic.com/team/aaron-evans/ https://www.linkedin.com/in/aaron-evans-cfa-cfp%C2%AE-0285466/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or...
City Cleats is a 501(c)(3) nonprofit founded in 2024 in New York by former athletes who understand firsthand the power of proper footwear in competition. We saw a gap – too many Varsity Football players across New York lacked access to quality cleats. For more info on City Cleats please visit: https://citycleats.com/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, o...
Alan Leist III, CFA is the Chief Executive Officer at Strategic Financial Services. EOS Links: https://www.strategiccoach.com/ https://www.eosworldwide.com/ For more info on Alan please visit: https://investstrategic.com/team/alan-leist-iii/ https://www.linkedin.com/in/alanleist/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The vi...
Melissa Fernalld CFP®, CDFA® is a Senior Advisor and Partner at Strategic Financial Services. For more info on Melissa please visit: https://investstrategic.com/team/melissa-fernalld/ https://www.linkedin.com/in/melissa-fernalld-cfp%C2%AE-cdfa%C2%AE-56885b26/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed b...
Laura Powers ChFC® is a Senior Advisor and Partner at Strategic Financial Services. For more info on Laura please visit: https://investstrategic.com/team/laura-powers/ https://www.linkedin.com/in/laurapowers1/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and ...
Mike McGraw is a Senior Advisor and Partner at Strategic Financial Services. Mike is a former teacher, CERTIFIED FINANCIAL PLANNER™. For more info on Mike please visit: https://investstrategic.com/team/mike-mcgraw/ https://www.linkedin.com/in/michael-m-4a93b645/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expresse...
Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement #inflation #markettiming #diversification #iras #financialeducation #longterminvesting For more info on Doug please visit: http...
Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement #inflation #markettiming #diversification #iras #financialeducation #longterminvesting For more info on Doug please visit: http...
Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement #inflation #markettiming #diversification #iras #financialeducation #longterminvesting For more info on Doug please visit: http...
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