The Clarity Cast

Flagship Asset Services

5.0 (1)
Investing
Updated Biweekly

Helpful Conversations on Personal Finance and Financial Strategies

Jun 9

Navigating the Financial Planning Process

In this episode of The Clarity Cast, host Derek DiManno, CFP® sits down with Brian Villec, CFP® to pull back the curtain on what a true, comprehensive financial planning process looks like. Too often, wealth management is mistaken for a series of disconnected transactions. Derek and Brian break down why an intentional, process-driven framework is essential for protecting your lifestyle and scaling your wealth. From establishing your initial "Why" to building out a stress-tested blueprint, they discuss how a structured approach eliminates the noise, coordinates your entire financial picture, and gives you total command of your future. If you want to understand how a high-level financial planning process actually works—and how it de-risks the major milestones ahead—this episode is your masterclass.

34 min
04/29/2024

Considerations for High-Value Assets w/ Derek DiManno and Kelly Juergensen

In the latest episode of The Clarity Kelly Jurgensen of the FC Group joins Derek DiManno of Flagship Asset Services to discuss insurance considerations for high-value assets such as homes, collectibles, and cars. They discuss the nuances of insuring these assets, the difference between regular and private client insurance, and the importance of understanding the terms and conditions of insurance policies. Learn more at https://www.theclaritycast.com or visit https://flagshipassetservices.com

30 min
03/05/2024

Navigating Financial Advisor Fit w/ Derek DiManno and Aaron Moore

In this episode of The Clarity Cast, host Derek DiManno is joined by Aaron Moore as they dive into the crucial process of finding the right financial advisor FIT for you. From asking the essential questions like fiduciary status and compensation models to understanding the advisor’s approach and client base, they explore the key considerations for establishing a successful financial advisory relationship. Whether you’re a seasoned investor or just starting your financial journey, this discussion offers valuable insights to help you navigate the complex landscape of financial advising and find the perfect fit for your needs. Tune in to learn how to make informed decisions when selecting a financial professional to guide you towards your financial goals. Learn more at flagshipassetservices.com. #ClarityAhead

33 min
02/06/2024

Insurance and Your Financial Planning w/ Brian Villec, CFP®

In the latest episode of The Clarity Cast, brought to you by Flagship Asset Services, Derek DiManno welcomes Brian Villec to explore crucial aspects of long-term care planning to help individuals and families make informed decisions. They delve into the definitions of long-term care and custodial care, highlighting the activities of daily living that may require assistance. The conversation covers the role of insurance coverage, including how policies handle different care settings and the importance of understanding Medicare and Medicaid. With practical advice and expert guidance, listeners will gain valuable insights into navigating the complexities of long-term care planning, ensuring peace of mind for the future. Tune in to empower yourself with the knowledge needed to make sound decisions about long-term care options. Flagship Asset Services Learn more at flagshipassetservices.com

41 min
11/21/2023

Discussing Year End Planning With Joe Catanzaro, CFP®

In this episode of The Clarity Cast, we speak with Joseph A. Catanzaro, CFP® of Ambler, PA about and important topic this time of year: Year End Planning. #ClarityAhead Derek R. DiManno, CFP®, CLU®, CLTC® Founder Flagship Asset Services Investing | Insurance | Retirement | Goals Based Financial Planning

19 min

5 Episodes

Helpful Conversations on Personal Finance and Financial Strategies

Creator

Flagship Asset Services
Years Active

2024 - 2026
Episodes

5
Rating

Clean
Copyright

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Show Website

The Clarity Cast