If you’re over 50 and thinking seriously about retirement, this podcast is for you. Hosted by Financial Planners Michael Mezheritskiy and Rich LoPresti of Milestone Asset Management Group, Fresh Perspective Planning is where retirement gets real — and simple. With over 40 years of combined experience, Mike and Rich help listeners cut through the noise, make sense of market volatility, and take control of their financial future. Each episode covers practical strategies for investing wisely, reducing taxes, generating reliable income, and avoiding costly mistakes in retirement.

Latest episodes of the podcast Fresh Perspective Planning

• Volatility, Roth Conversions & Retirement Guardrails – What You Can Do Today
• The Importance of Asset Allocation & Asset Location
• I have After Tax Money In My 401K - Now What?
• I Just Want Planning Help!! How To Work With Flat-Fee Only Planning Firms!
• Pension Maximization Options
• Top Questions To Ask When Interviewing a Financial Planner
• How Biden’s New “American Families Plan” Tax Proposal Can Impact Your Retirement
• Roth Conversion Q&A Part 1
• Ready to Start Social Security, but should you?
• So you heard about Roth Conversions, now what?
• Keep hearing about Bitcoin, Blockchain and Cryptocurrency on the news and don’t understand what it is?