Fresh Perspective Planning

Por: Michael Mezheritskiy
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.
12 episodios disponibles

Latest episodes of the podcast Fresh Perspective Planning

Required Minimum Distributions (RMDs) – Avoid the Tax Trap! 💸 09/05/2025
Volatility, Roth Conversions & Retirement Guardrails – What You Can Do Today 31/03/2025
The Importance of Asset Allocation & Asset Location 13/02/2025
I have After Tax Money In My 401K - Now What? 05/08/2022
I Just Want Planning Help!! How To Work With Flat-Fee Only Planning Firms! 11/02/2022
Pension Maximization Options 22/10/2021
Top Questions To Ask When Interviewing a Financial Planner 27/09/2021
How Biden’s New “American Families Plan” Tax Proposal Can Impact Your Retirement 21/09/2021
Roth Conversion Q&A Part 1 22/07/2021
Ready to Start Social Security, but should you? 06/06/2021
So you heard about Roth Conversions, now what? 22/04/2021
Keep hearing about Bitcoin, Blockchain and Cryptocurrency on the news and don’t understand what it is? 05/04/2021
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