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The Live Greater View: Daily Summaries Delivered
by VLP Financial Advisors
Welcome to “The Live Greater View” podcast - a financial planning podcast covering retirement planning, tax strategies, wealth management, investing, estate planning, and financial decisions for individuals, families, professionals, executives, and business owners. VLP Financial Advisors is an independent, full-service wealth services firm, with $1.5B* in assets under administration (AUA), as of 1/21/2026, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way. Hosted by Rose Price, CFP®, AIF®, Chris Mellone, CFA®, CFP®, AIF®, and Daniel Lash, CFP®, AIF®. Cetera Wealth Services LLC (custody/administration ) AUA $1.15B, Fidelity Retirement (record keeping) AUA $190M, ADP Retirement (record keeping) AUA $155M. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 weeks ago26 min
Retirement Readiness: Tackling Debt and Taxes Before You Retire (Ep. 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®, Partner, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor, discuss the critical first steps of the ten-year countdown to retirement, focusing on the data and thought processes needed to set your baseline. Key Topics: Net Worth Calculation: How to organize diverse assets from 401(k)s and TSPs to real estate and business ...
- 3 weeks ago4 min
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 costing you more than you realize. In this episode, Andrew Fincher, CFP®, AIF®, Financial Advisor, breaks down seven of the most common 401(k) mistakes. From missing out on employer match to being too conservative early on, it’s how these small mistakes today can make a big difference over time. Contributing to a 401(k) is a great start but underst...
- 4 weeks ago3 min
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 through what changed for 2026. Contribution limits are up, which means more opportunity to save in a tax-advantaged way. $24,500 employee contribution limitHigher catch-up contributions if you’re 50+Even more flexibility if you’re in that 60–63 window These increases may not seem huge year to year, but over time they can make a meaningful d...
- May 4, 20264 min
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, CFP®, AIF®, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Financial Advisor, break down what we’ve historically seen when geopolitical events create volatility and why the market’s initial reaction isn’t always the full story. From the role of diversification to how quickly markets refocus on earnings and fundamentals, we walk through ho...
- Apr 28, 202634 min
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 ago, women couldn’t open a credit card, get a mortgage, or make many financial decisions independently. Today, that landscape looks completely different. Women are building careers, leading businesses, growing wealth, and playing a larger role in financial decision-making than ever before. But progress doesn’t mean the jou...
- Apr 23, 202625 min
Retirement Readiness: Smart Investing for the Home Stretch (Ep. 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 Journey, Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor, dive into the critical shift from aggressive growth to strategic preservation. Learn how to evaluate your current asset allocation and build a custom "glide path" that aligns with your specific retirement goals. Key Topics...
- Mar 26, 202629 min
Retirement Readiness: Maximizing Your Retirement Savings (Ep. 3)
In our third episode of our Retirement Readiness Journey, Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor, dive deep into the mechanics of saving as you approach the ten-year countdown to retirement. While most people immediately think of their 401(k), a truly resilient plan requires a balance of cash, retirement vehicles, and non-retirement investment accounts. Key Topics Covered: The New Rule for Emergency Savings: Why the ...
- Mar 23, 20266 min
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 Mellone, CFA, CFP®, AIF® break down how the conflict in Iran pushed oil prices higher, and why that matters beyond headlines. From inflation to interest rates to consumer behavior, these shifts can have real effects on markets and everyday decision-making. The big question: is this a short-term shock or something that sticks? As always, it’s a rem...
About The Live Greater View
Welcome to “The Live Greater View” podcast - a financial planning podcast covering retirement planning, tax strategies, wealth management, investing, estate planning, and financial decisions for individuals, families, professionals, executives, and business owners. VLP Financial Advisors is an independent, full-service wealth services firm, with $1.5B* in assets under administration (AUA), as of 1/21/2026, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way. Hosted by Rose Price, CFP®, AIF®, Chris Mellone, CFA®, CFP®, AIF®, and Daniel Lash, CFP®, AIF®. Cetera Wealth Services LLC (custody/administration ) AUA $1.15B, Fidelity Retirement (record keeping) AUA $190M, ADP Retirement (record keeping) AUA $155M. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.
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