Épisodes

  • The Auto Deduction Expense for Business Owners
    Dec 18 2025

    In this episode, George and tax specialist Christine Smith unpack the auto deduction and how business owners can use it to optimize their tax strategy. They explore mileage vs. actual expenses, depreciation rules, record-keeping, and common pitfalls. If you use a vehicle for work, this conversation highlights key planning opportunities before year-end!

    Get in touch with Christine:

    christinelambertea@gmail.com

    Resources

    🌐 Our website: https://www.measuredwealth.net/

    📞 Phone: 603-431-1444

    🔎 Explore our range of services: https://www.measuredwealth.net/services

    📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact



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    29 min
  • The Financial Planning Process: What Really Goes Into a Great Plan
    Dec 4 2025

    Ever wonder how cash flow, investments, taxes, and estate planning all fit together? Today, George sits down with Joe Neff, CFP®, CSLP® of Measured Wealth, to break down the process and the payoff of smart financial planning. Joe also shares insights on common retirement questions, behavioral pitfalls, and why a financial plan should evolve alongside major life events.

    Resources

    🌐 Our website: https://www.measuredwealth.net/

    📞 Phone: 603-431-1444

    🔎 Explore our range of services: https://www.measuredwealth.net/services

    📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact



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    24 min
  • Navigating 401(k) Plans for Your Business with Leander Macvane of SetAway LLC
    Nov 20 2025

    Offering a 401(k) can be a game-changer for your business, but the details matter. In this episode, George is joined by retirement plan sales consultant Leander Macvane of SetAway LLC to discuss why retirement plans matter, what to consider when setting one up, and what to look for when reviewing an existing plan-including key decisions, compliance considerations, and more.

    Learn more about SetAway LLC

    https://www.setawayllc.com/

    (603) 471-3369

    info@setawayllc.com

    Resources

    🌐 Our website: https://www.measuredwealth.net/

    📞 Phone: 603-431-1444

    🔎 Explore our range of services: https://www.measuredwealth.net/services

    📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact



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    18 min
  • Business Entities and Taxes with Tax Specialist, Christine Smith
    Nov 6 2025

    Tax filing as a business owner can be complex, whether you're launching a new business or have years of experience. In this episode, Christine Smith- an IRS Enrolled Agent with a master’s degree in taxation and 28 years of experience- joins George to explore the different types of business entities and how they impact your taxes. Tune in to gain valuable insights that can help you make smarter business decisions!

    Get in touch with Christine:

    christinelambertea@gmail.com

    Resources

    🌐 Our website: https://www.measuredwealth.net/

    📞 Phone: 603-431-1444

    🔎 Explore our range of services: https://www.measuredwealth.net/services

    📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact



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    28 min
  • An Introduction To Trusts with Attorney Claire DeLorenzo
    Oct 16 2025

    Trusts ​can ​be ​complex. We're back with Claire DeLorenzo of Forman Law Group in this episode to break down the basics! She explains how trusts help avoid probate, protect assets, and provide for beneficiaries over time. Plus, she shares tips on when and why to update your trust as life changes.

    Forman Law Group: https://www.ourlegalwebsite.com/

    More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html

    Resources

    🌐 Our website: https://www.measuredwealth.net/

    📞 Phone: 603-431-1444

    🔎 Explore our range of services: https://www.measuredwealth.net/services

    📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact



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    20 min
  • Simplifying Estate Planning with Attorney Claire DeLorenzo
    Oct 2 2025

    Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring.

    Foreman Law Group: https://www.ourlegalwebsite.com/

    More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html

    Resources

    🌐 Our website: https://www.measuredwealth.net/

    📞 Phone: 603-431-1444

    🔎 Explore our range of services: https://www.measuredwealth.net/services

    📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact



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    18 min
  • Inside Measured Wealth's Ultra Portfolio
    Sep 25 2025

    With so much talk about passive investing in the market today, active management is fading… or is it? Ed Miller joins us on the show to highlight Measured Wealth's Ultra Portfolio, an actively managed strategy that goes anywhere- from small-cap innovators to large-cap leaders. Learn how rigorous stock screening, momentum, and valuation analysis, and targeted ETF exposure come together to create a dynamic portfolio that aims to uncover opportunities traditional passive strategies might miss.

    Resources

    🌐 Our website: https://www.measuredwealth.net/

    📞 Phone: 603-431-1444

    🔎 Explore our range of services: https://www.measuredwealth.net/services

    📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact



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    20 min
  • Inside Measured Wealth’s Core Portfolios
    Sep 18 2025

    In this episode of Financial Futures, Ed Miller, Chartered Financial Analyst, dives into the Measured Wealth core portfolios, explaining how they are constructed, managed, and tailored to different risk tolerances. He discusses sector allocation, U.S. versus international exposure, fixed income strategies, and the economic indicators that guide portfolio decisions. Ed also shares how these model portfolios help manage risk and stay disciplined in today’s markets.

    Resources

    🌐 Our website: https://www.measuredwealth.net/

    📞 Phone: 603-431-1444

    🔎 Explore our range of services: https://www.measuredwealth.net/services

    📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact



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    28 min