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The Confident Retirement

The Confident Retirement

Auteur(s): 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. Finances personnelles Économie
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  • 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).New boost Learn more about your ad choices. Visit megaphone.fm/adchoices
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    44 min
  • Ep 168 If Jerry Maguire was a Wealth Advisor - Part I

    Ep 168 If Jerry Maguire was a Wealth Advisor - Part I
    Aug 28 2025
    📌 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 Podcast, Kris Flammang goes solo for a powerful and personal episode inspired by his chapter from a post-recession finance book. Using lessons from the 2008 financial crisis, the pandemic, and his own near-death experience, Kris unpacks the cultural and behavioral mindsets that have shaped our view of money, wealth, and success. It's part motivational manifesto, part financial wake-up call — and totally unforgettable. ➤ Why Kris compares this episode to Jerry Maguire’s “mission statement moment” ➤ The six dangerous mindsets that led to the Great Recession (and still exist today) ➤ A redefined, simplified definition of wealth that moves beyond income and appearances ➤ The difference between income and accumulated wealth ➤ A reflection on purpose, happiness, and how to spend your next 1,500 weeks ➤ Why we can’t control when the next crisis comes — but we can control how we prepare for it 💬 Featured Quote: “Wealth is what one accumulates that allows them to independently enjoy what is most important to them in life.” — Kris Flammang 📲 Connect with LPF Advisors: ➤ Website: https://www.lpfadvisors.com/ ➤ Connect with Kris Flammang: https://www.linkedin.com/in/kristopher-flammang-lpfadv/ ➤ Schedule a consultation to take your "money temperature" and create a personalized wealth-building strategy ➤ Subscribe to the podcast for more Smart Money strategies for HENRYs Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 min
  • Ep 167: Great Money Moves for Young Careers

    Ep 167: Great Money Moves for Young Careers
    Jul 31 2025
    📌 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 Podcast, Kris Flammang is joined by Colin Habig and Armando Faucy-Smith to walk through the five (and a half!) foundational money habits every young accumulator needs to build long-term wealth. If you're in your 20s or 30s and ready to make smarter money decisions, this episode is your starting line.➤ What’s an emergency fund — and why it shouldn’t be in your checking account➤ The critical difference between good debt and bad debt➤ Why automating your savings could be the best financial habit you build➤ Pre-tax vs. post-tax contributions: which is right for you?➤ The must-have estate documents most people overlook➤ Bonus: the protective power of insurance, even early in your career Whether you’re building your first budget or maxing out a 401(k), this episode simplifies the most important steps to secure your financial future. 📲 Connect with LPF Advisors:➤ Website: https://www.lpfadvisors.com/➤ Connect with Kris Flammang: https://www.linkedin.com/in/kristopher-flammang-lpfadv/➤ Connect with Collin Habig: https://www.linkedin.com/in/collinhabig/➤ Connect with Armando Faucy-Smith: https://www.linkedin.com/in/armando-faucy-smith/➤ Schedule a consultation to take your "money temperature" and create a personalized wealth-building strategy ➤ Subscribe to the podcast for more Smart Money strategies for HENRYs Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 min
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