Financial Futures: A Measured Wealth Podcast

Ed Benway
  • 5.0 (1)
  • INVESTING

Powered by the team at Measured Wealth in beautiful Portsmouth, New Hampshire. Each episode will bring you fresh insights on retirement, investing, and everything you need to take control of your financial future. Whether you're preparing for retirement or already living it, this podcast is here to help you make informed choices with confidence. For more information, visit https://www.measuredwealth.net/ or call 603-431-1444.

  1. 5D AGO

    Replay: Simplifying Estate Planning with Attorney Claire DeLorenzo

    Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring. Forman Law Group: https://www.ourlegalwebsite.com/ More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html Resources  🌐 Our website: https://www.measuredwealth.net/  📞 Phone: 603-431-1444  🔎 Explore our range of services: https://www.measuredwealth.net/services  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

    18 min

  2. MAY 7

    Make The Most of Your Annual Financial Review with Joe Neff

    Today, George is joined by returning guest and Certified Financial Planner Joe Neff to break down what makes an effective annual financial review. They talk about why these meetings should be about more than just investment performance- keeping your plan aligned with life changes, taxes, estate planning, and long-term goals. Tune in to see how to make these conversations more useful, more focused, and a better reflection of where you are in life! Resources  🌐 Our website: https://www.measuredwealth.net/  📞 Phone: 603-431-1444  🔎 Explore our range of services: https://www.measuredwealth.net/services  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

    21 min

  3. APR 16

    Private Equity, Private Credit, Gold & Oil: Market Risks and Opportunities with Ed Miller and Craig Cooper

    This episode explores the growing role of private equity and private credit in modern portfolios, breaking down how these alternative investments operate and how they differ from traditional stocks and bonds. George is joined by Ed Miller and investment analyst Craig Cooper to discuss the benefits, risks, and increasing mainstream interest in these markets, including concerns around liquidity, transparency, leverage, and valuation practices. They also examine recent stress in private credit markets and what it could mean as these strategies move closer to everyday investors, including potential inclusion in 401(k) plans. Finally, the conversation shifts to macroeconomic forces shaping today’s markets, including inflation, interest rates, geopolitical conflict, and their ripple effects on gold and oil. Resources  🌐 Our website: https://www.measuredwealth.net/  📞 Phone: 603-431-1444  🔎 Explore our range of services: https://www.measuredwealth.net/services  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

    28 min

  4. APR 9

    Adding Value Through Portfolio, Planning and Behavior: Inside Vanguard’s Advisor Alpha with Michael DiJoseph

    This episode explores how financial advisors can add meaningful value to long-term investment success, breaking down Vanguard’s Advisor Alpha research and its key drivers of improved net returns. George is joined by Michael DiJoseph, CFA, Senior Strategist at Vanguard’s Investment Advisory Research Center, to discuss the evolution of advice- from portfolio construction to behavioral coaching and tax efficiency. Together, they highlight how a holistic, client-centered approach can build clarity, confidence, and better financial outcomes over time. Resources  🌐 Our website: https://www.measuredwealth.net/  📞 Phone: 603-431-1444  🔎 Explore our range of services: https://www.measuredwealth.net/services  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

    38 min

  5. MAR 19

    Student Loan Debt Planning with Joe Neff

    In this episode of Financial Futures, George talks with wealth advisor and Certified Student Loan Professional Joe Neff about navigating today’s overwhelming student loan landscape. They break down federal vs. private loans, income-driven repayment plans, public service loan forgiveness, and tax-smart strategies for high-debt professionals like doctors, lawyers, and teachers. Joe also shares planning tips for families and students before borrowing for college so they can protect cash flow and futures. Resources  🌐 Our website: https://www.measuredwealth.net/  📞 Phone: 603-431-1444  🔎 Explore our range of services: https://www.measuredwealth.net/services  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

    29 min

  6. MAR 5

    Financial Planning In Your 30's and 40's with Joe Neff

    Your 30s and 40s are packed with big financial decisions—buying a home, raising kids, building a career, and trying to save for retirement all at the same time. In this episode of Financial Futures, George is joined by returning guest and CFP Joe Neff, to dive into the unique financial challenges and opportunities facing people in their 30s and 40s. They discuss balancing housing costs, childcare, student loans, and retirement savings, while emphasizing the power of compounding, career development, and smart protection strategies like life and disability insurance. They also cover often-overlooked essentials such as basic estate planning and beneficiary designations. Resources  🌐 Our website: https://www.measuredwealth.net/  📞 Phone: 603-431-1444  🔎 Explore our range of services: https://www.measuredwealth.net/services  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

    28 min

  7. FEB 19

    Should Your Trust Be a Retirement Account Beneficiary? Featuring Claire DeLorenzo

    A trust can be a powerful legacy tool- but is it the right beneficiary for your retirement accounts? In this episode of Financial Futures, we break down the pros, cons, and tax implications of listing a trust as a beneficiary, especially in a post–SECURE Act world. George is joined by estate planning attorney and return guest Claire DeLorenzo of Forman Law, who shares insights on when a trust makes sense and when it could create unintended consequences. Forman Law Group: https://www.ourlegalwebsite.com/ More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html Resources  🌐 Our website: https://www.measuredwealth.net/  📞 Phone: 603-431-1444  🔎 Explore our range of services: https://www.measuredwealth.net/services  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

    25 min

  8. FEB 5

    Making Sense of Medicare with Paul Doran

    Are you getting the most out of your Medicare benefits? In this episode, we break down Medicare’s moving parts- Parts A, B, C, and D- so you can better understand your coverage, costs, and choices heading into retirement. We’re joined by Paul Doran, owner of Doran Independent Insurance, who brings over 30 years of experience helping individuals navigate Medicare, open enrollment changes, and rising healthcare costs. Doran Independent Insurance: https://www.doranindependentinsurance.com/home More about Paul: https://www.doranindependentinsurance.com/paul-doran Resources  🌐 Our website: https://www.measuredwealth.net/  📞 Phone: 603-431-1444  🔎 Explore our range of services: https://www.measuredwealth.net/services  📅  Schedule a meeting with our team: https://www.measuredwealth.net/contact

    29 min
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About

Powered by the team at Measured Wealth in beautiful Portsmouth, New Hampshire. Each episode will bring you fresh insights on retirement, investing, and everything you need to take control of your financial future. Whether you're preparing for retirement or already living it, this podcast is here to help you make informed choices with confidence. For more information, visit https://www.measuredwealth.net/ or call 603-431-1444.

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