Épisodes

  • Credit Card Debt & Nutrition In Retirement
    Sep 24 2024

    In this episode, Don Albach discusses the impact of credit card debt across different generations and introduces guest Pat Esposito, a chef who shares insights on nutrition and its importance for a healthy retirement. They explore the detrimental effects of sugar, lectins, and dairy on health, while emphasizing the benefits of incorporating whole foods and probiotics like kefir into one's diet. The conversation wraps up with Pat's favorite healthy meal and an invitation to learn more about what Millstone Financial can offer you at their workshops.

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    16 min
  • Ep 04 Credit Cards, Investing and The Olympics
    Sep 2 2024

    In this episode of the People First Number Second podcast, host Travis Dufner interviews Michael Russo, the chief investment officer and co-founder of Millstone Financial Group. They discuss various topics including the Olympics, credit card debt, retirement planning, and asset class investing. They also touch on the current market volatility and its potential impact on investments. Throughout the conversation, Russo provides insights and advice on budgeting, paying off debt, and creating a diversified investment portfolio.

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    25 min
  • Ep 03 Let's Talk Giants, Devils And The Fed
    Aug 26 2024

    In this episode of the People First Number Second podcast, Travis Dufner talks with Russell Hewlett from Flex Networks. They discuss the role of Flex Networks in modernizing and simplifying the way asset managers connect with wealth managers and advisors. The conversation then shifts to the financial industry, with a focus on trends in the equity and fixed income markets. They discuss the value and growth potential of small cap stocks and the benefits of active management in the current market environment. The conversation concludes with Travis & Russell discussing the Federal Reserve's stance on interest rates.

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    31 min
  • Ep 02 Be Wary Of A.I. In Planning Your Retirement
    Aug 19 2024

    In this episode, Travis discusses various topics including the cost of raising a child in different areas of the US, the countries with the fastest-growing percentage of millionaires, and the increase in food prices at fast food restaurants. He also talks about inflation, the performance of different stock indexes, and the potential risks in the AI space. Travis emphasizes the importance of retirement planning and offers a pocket guide to retirement for interested listeners.

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    16 min
  • Ep 01 Meet Millstone Financial
    Aug 12 2024

    The People First, Number Second podcast from Millstone Financial Group focuses on retirement planning and the importance of putting people's needs first. In this episode host Travis Dufner talks with Millstone Financial's President Don Albach. They cover comprehensive retirement plans that take into account factors such as investments, taxes, healthcare, and estate planning. The hosts discuss the importance of understanding clients' retirement dreams and goals before creating a financial plan. They also highlight the significance of investment awareness and diversification to ensure that investments align with clients' objectives. The podcast touches on the role of fiduciaries and the Millstone Awareness Analysis, a comprehensive report that educates clients about their investments and helps them make informed decisions.

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    23 min