Podcast Episodes
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Retirement Readiness: Insurance, Medicare, and Estate Planning (Ep. 6)
Episode 6
As you reach the final decade before retirement, protecting your health, income, and legacy becomes a top priority. Rose Price CFP®, AIF®, and Chris …
7 hours ago
Retirement Readiness: Tackling Debt and Taxes Before You Retire (Ep. 5)
Episode 5
Before you can plan for where you want to go, you must establish a clear baseline of your current financial health. Rose Price CFP®, AIF®, and Chris …
3 weeks ago
The 401(k) Playbook: The 7 Biggest 401(k) Mistakes
What are the biggest 401(k) mistakes? “Whatever the default option is…”
If that’s how you’d describe your 401(k), you’re not alone but it might be cos…
4 weeks ago
The 401(k) Playbook: 2026 401(k) Contribution Limits
What are the 2026 new contribution limits?
New year, new 401(k) limits!
In this episode, Andrew Fincher, CFP®, AIF®, Financial Advisor, walks you thro…
1 month ago
Market Pulse: How Markets Behave During Conflicts
It’s easy to let headlines drive decisions. The challenge is staying grounded in a plan when emotions are running high.
In this episode, Rose Price CF…
1 month, 1 week ago
VLP Spotlight: Women's History Month - How Women’s Financial Power Has Evolved
In this special VLP Spotlight episode, we take a step back to look at how far women have come financially and where there’s still work to do.
Not long…
1 month, 2 weeks ago
Retirement Readiness: Smart Investing for the Home Stretch (Ep. 4)
Episode 4
Are you a decade away from retirement and wondering if your "set it and forget it" strategy still works? In episode four of the Retirement Readiness …
1 month, 2 weeks ago
Retirement Readiness: Maximizing Your Retirement Savings (Ep. 3)
Episode 3
In our third episode of our Retirement Readiness Journey, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, dive deep into the mechanics of s…
2 months, 2 weeks ago
Market Pulse: Oil Prices Are Surging - Here's What's Behind It
Oil prices don’t just impact what you pay at the pump. They ripple through the entire economy.
In this clip, Rose Price, CFP®, AIF® and Christopher Me…
2 months, 2 weeks ago
Retirement Readiness: Defining Your Lifestyle Goals (Ep. 2)
Episode 2
What does "Living Greater" actually look like for you? In episode two of the Retirement Readiness Journey, the VLP team moves from the numbers to the…
3 months, 2 weeks ago