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The Confident Retirement

The Confident Retirement

De : Kris Flammang
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 The Confident Retirement Podcast with Kris Flammang and Mark Picchi aims to empower listeners with simple, common sense financial wisdom. Kris and Mark are the partners of LPF Advisors, a financial services firm in Sarasota, Florida. On the show, they deliver entertaining insight and a wealth of knowledge from experts in the financial world. From time to time, Kris and Mark share their own experiences as financial experts - how to retire in a way that’s aligned with what people seek most - the right advice from the right people at the right time in the right way based on what they value most in life. Each week on The Confident Retirement Podcast, Kris and Mark bring you experts who are in the trenches everyday – assisting people with life’s big decisions and navigating the certainty of uncertainty. Join them for dynamic conversations highlighting tried and tested strategies to feel more confident in your financial journey.Copyright 2021 LPF Advisors. Kris Flammang. Mark Picchi. All Rights Reserved. Economie Finances privées
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    Épisodes
    • Episode 171: 2026 Tax Law Changes Explained

      Episode 171: 2026 Tax Law Changes Explained
      Feb 16 2026
      The information we provide is our opinion and not necessarily that of our firm or this platform. We provide general information on the podcast, not any customized investment advice. Nothing should be construed as financial, tax, or legal advice. You should consult with your own professionals about your personal situation. In this episode, Kris Flammang kicks off the first Confident Retirement Podcast episode of 2026 with Colin Habig and Armando Faucy-Smith to break down the new tax laws and what actually matters for real people and real business owners. Tax headlines can feel like noise, so this conversation slows things down, translates the big changes into plain English, and highlights the planning opportunities hidden in the fine print. ➤ What You’ll Learn → The estate tax exemption update and why it matters for long-term wealth transfer → SALT deduction changes and who may benefit → Charitable deduction updates and how strategy matters more than ever → Trump Accounts for kids and why people are paying attention → Retirement contribution changes and why business owners should take note → Bonus depreciation returning and what it means for growing companies → New senior deductions and the income limits to watch 🎯 Bottom Line: The tax law changed, but panic is optional. Listen to understand the updates, spot opportunities, and make decisions with a plan rather than a headline. 📌 Resources & Contact→ Learn more: https://www.lpfadvisors.com→ Connect with Kris: https://www.linkedin.com/in/kristopher-flammang-lpfadv/→ Connect with Colin: https://www.linkedin.com/in/collinhabig/ → Connect with Armando: https://www.linkedin.com/in/armando-faucy-smith/ → Subscribe to the podcast for more retirement and tax planning conversations that keep it clear and practical Learn more about your ad choices. Visit megaphone.fm/adchoices
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      11 min
    • Episode 170: New 401k Catch Up Rules 4 High Earners

      Episode 170: New 401k Catch Up Rules 4 High Earners
      Nov 13 2025
      The information we provide is our opinion and not necessarily that of our firm or this platform. We provide general information on the podcast, not any customized investment advice. Nothing should be construed as financial, tax, or legal advice. You should consult with your own professionals about your personal situationIn this episode, Kris Flammang is joined by guest host Colin Habig to break down the new 401(k) catch-up contribution rules under SECURE Act 2.0—and how they specifically impact high earners and plan sponsors.Starting in 2026, individuals making over $145,000 annually will see big changes in how they can contribute catch-up dollars—and Roth contributions may be the only option. Whether you're a high-income employee or a business owner running a retirement plan, this is your heads-up episode.➤ What You’ll Learn→ The key 401(k) changes coming for earners above $145K→ How Roth-only catch-up rules will affect retirement strategies→ What small business owners and plan sponsors need to do NOW→ Compliance and automation strategies to avoid mistakes→ The timeline for plan amendments and why 2026 matters🎯 Bottom Line:Catch-up contributions aren’t going away—but they are changing fast. Tune in to get ahead of the curve and protect your retirement strategy.📌 Resources & Contact→ Learn more: https://www.lpfadvisors.com→ Connect with Kris: LinkedIn→ Connect with Colin: LinkedIn→ Subscribe to the podcast for more smart money strategies for HENRYs (High Earners, Not Rich Yet)New boost Learn more about your ad choices. Visit megaphone.fm/adchoices
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      12 min
    • Episode 169: If Jerry Maguire was a Wealth Advisor - Part II

      Episode 169: If Jerry Maguire was a Wealth Advisor - Part II
      Sep 16 2025
      DISCLAIMER:The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. 🎙️ This Week on The Confident Retirement PodcastKris Flammang is back for Part II of his Jerry Maguire-style perspective on the financial services industry — and this time, he's getting real about transparency, client care, and why the best advisors should act more like agents than salespeople. Kris shares how today’s wealth advisors must go beyond investments and build true relationships rooted in trust, planning, and purpose. He also discusses how regulatory shifts and growing complexity demand a more holistic approach to wealth, and why clients deserve advice that’s always in their best interest — no compromises. 💬 Quote to Remember:"A wealth advisor is not a salesperson. They're your advocate. Someone who walks beside you through life’s financial decisions, big and small." ➤ Hear why Kris believes clients should expect more — and how the industry is finally catching up. 👉 Connect with LPF Advisors:Website ➝ https://www.lpfadvisors.com/👉 Connect with Kris Flammang:LinkedIn ➝ https://www.linkedin.com/in/kristopher-flammang-lpfadv/📅 Schedule a Consultation:Take your “money temperature” and create a personalized wealth-building strategy with Kris and the LPF team.🎧 Subscribe for More:Never miss an episode filled with smart money strategies for HENRYs (High Earners, Not Rich Yet). Learn more about your ad choices. Visit megaphone.fm/adchoices
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      44 min
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