The Arsenal Money Clip Podcast

Arsenal Financial
  • 5.0 (1)
  • Investing
  • Updated Monthly

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Then catch up with what's going on in their lives and community and maybe even some Dad jokes.Learn more about Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

  1. Aug 18

    Looking Back and Looking Forward: Lessons, Framework Shifts, and Dad Jokes From Two Years of Podcasting

    Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they look back on two years of making the Arsenal Money Clip Podcast. Listen in as they: Chat with producer Matt Hanna to reflect on some fun stats, plus the benefits of recording the podcastRevisit a handful of favorite episodes to see which quotes still ring true and how certain podcast conversations reshaped their views and language on specific topicsLook ahead to what topics they'd like to tackle for listeners in future episodesTurn the tables on Jeremy as he tries to answer some of the best dad jokes in the podcast's historyFind Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

  2. Jun 5

    Where Assets Meet Impact: A Conversation With Erin Nally and Jan Taylor

    Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they sit down with two guests who live at the intersection of assets and impact every day: Jan Taylor, a Watertown community builder and fundraiser launching Raise Lively, and Erin Nally, an estate planning attorney at Starboard Legal in Norwell, Massachusetts who helps families plan for life’s “what ifs” with clarity and heart. Together we talk about: Why the “why” behind the documents matterHow giving is not reserved for the ultra-wealthyTools that make charitable giving simpler and more tax-efficientThe real pressure nonprofits face and why supporting arts, culture, and other areas can be just as human as meeting basic needs Non-monetary ways to help, starting with raising awareness so the right people can find the right servicesThey wrap it up with a highlight of their favorite local nonprofits and of course a couple dad jokes from JeremyFind Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100. Links for highlighted nonprofits: South Shore Seahawks Youth Hockey Organization Watertown Food Pantry Mosesian Center for the Arts Watertown Business Coalition Nonprofits Watertown Community Foundation Old South Union Church New England Donor Services Friends of Wompatuck Watertown Cable Access Watertown Boys and Girls Club Wayside Youth and Family Support Network CoLAB Related Arsenal Money Clip Podcast episodes: Retiring is Hard: How to Think About the Financial, Psychological, and Social Sides of Retirement The Psychology Behind a Fulfilling Retirement: A Conversation With Dr. Carol Perlman Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

  3. Mar 31

    Understanding Young Adults in Financial Launch Mode: The Last Slice of the Sandwich Generation Series

    Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they discuss the last group in the sandwich series: the peanut butter and jelly, the people with young adults trying to set out on their own. Doug and Jeremy talk about: The current realities facing young adults in launch mode (and why that's stretching later than previous generations).Takeaways from conversations with young folks and their perspective on their situation.What does the data say? From housing to jobs to education and more.What can a Gen Xer or above do to help?Jeremy's Mythbuster: Does the American Dream still exist?And of course they wrap it up with a couple dad jokes from Jeremy.Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

  4. Feb 5

    How to Build Support for Sandwiched Caregivers: A Conversation With Dr. Sara Keary

    Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they sit down with Dr. Sara Keary, a caregiver counselor and consultant, to discuss some of the surprising realities of caregiving for older adults today and how to implement plans and support systems. They weave in analogies for football fans to give the quarterback (caregiver) the best chance of success, with an offensive line and special teams (building a support network of family, friends, and paid help), a playbook to practice (planning for different possibilities), and a solid defense to tackle financial security and fraud. And, of course, they round things out with some famous Jeremy dad jokes. Find out more about Sara's Caregiver Counseling and Consultation at caregivercc.com or email her at sarakearyphd@gmail.com.  Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

  5. Jan 16

    An Introduction to the Sandwich Generation: Are you in a PB&J, Dagwood, or Pastrami Situation?

    Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they wrap up 2025 and dive into a topic that will run throughout the next few podcasts to start the year: the sandwich generation. If you're a Millennial or Gen X parent, you're likely in the sandwich generation. Learn which sandwich type you're in: primarily taking care of younger kids (PB&J), dealing with both kids and aging parents/family (Dagwood), or focused mostly on your older parents/family (Pastrami). Then Doug and Jeremy talk about some of the challenges of each, give a few tips and advice, and help set the stage for future episodes on the topic. And, of course, we round things out with some sandwich-themed dad jokes. Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

  6. 12/17/2025

    Market Insights and the Three C's With J.P. Morgan's Jordan Jackson

    Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they have guest Jordan Jackson on, a Global Market Strategist with J.P. Morgan, to discuss the three C’s guiding his thoughts on the markets and financial planning right now: the consumer, costs, and complacency. Take a listen for financial insights and dad jokes. Learn more about Jordan here.  Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

  7. 11/26/2025

    Iron Out Your Money Situation With The Five "Elements" of a Successful Financial Plan

    Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they take a look into the five key parts, or elements, of a successful financial plan. Take a listen to hear about: Element 1: Goals as gold  Element 2: Knowledge and awareness, potassiumMythbuster: Should you be like an ostrich?Element 3: Filtering, stay strong like iron  Element 4: Consistency and carbon, it's in everythingElement 5: Staying engaged with platinum  Then finish up with some dad jokes from JeremyFind Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

  8. 10/17/2025

    The Psychology Behind a Fulfilling Retirement: A Conversation With Dr. Carol Perlman

    Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they welcome psychologist Dr. Carol Perlman on to talk about preparing for retirement with practical tools for routine and constructing positive narratives and identity that help you thrive, not just stop working. Take a listen to hear about: Why retirement psychology matters  How to control identity, purpose, and routine shifts  The importance of time management and weekly planningHow to choose the narratives that help youThe four buckets to plan time for: productive, social, health, meaningHow to address spending-from-the-pile anxietySemi-retirement as an alternativeThen finish up with some mom jokes from JeremyConnect with Dr. Carol Perlman at carolperlman.com or on Instagram and take a listen to the Healthy Habits for Life podcast. Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

See All (21)

Ratings & Reviews

About

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Then catch up with what's going on in their lives and community and maybe even some Dad jokes.Learn more about Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Information

  • Creator
    Arsenal Financial
  • Years Active
    2024 - 2026
  • Episodes
    21
  • Rating
    Clean
  • Copyright
    © 2026 The Arsenal Money Clip Podcast
  • Show Website
    The Arsenal Money Clip Podcast