The Live Greater View
Business & Finance
About
Welcome to “The Live Greater View” podcast. The official podcast of VLP Financial Advisors. VLP Financial Advisors is an independent, full-service wealth services firm, with over $1.2B in AUA through Cetera Advisor Networks as of 1/31/23, 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, and Chris Mellone, CFA, CFP, AIF. Registered Representatives of and securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. VLP Financial Advisors, 8391 Old Courthouse Road, Suite 203; Vienna, VA 22182. 703-356-4360.
Episodes
- The 401(k) Playbook: 2026 401(k) Contribution Limits
This episode covers the new 401(k) contribution limits for 2026, with increases in employee contributions and catch-up contributions for individuals aged 50 and above. Financial Advisor Andrew Fincher explains the changes and their long-te…
- Market Pulse: How Markets Behave During Conflicts
Financial Advisors Rose Price and Chris Mellone discuss how markets historically behave during geopolitical conflicts. They explain the importance of diversification, focusing on earnings and fundamentals, and how a financial plan helps cl…
- VLP Spotlight: Women's History Month - How Women’s Financial Power Has Evolved
This episode examines the progress of women's financial power, noting how far they have come from the inability to independently manage finances to leading businesses and growing wealth. It also addresses persistent challenges like the pay…
- Retirement Readiness: Smart Investing for the Home Stretch (Ep. 4)
In episode four of the Retirement Readiness Journey, hosts Rose Price and Chris Mellone discuss the transition from aggressive growth to strategic preservation for retirement. They cover managing market corrections, the limitations of targ…
- Retirement Readiness: Maximizing Your Retirement Savings (Ep. 3)
In episode three of the Retirement Readiness Journey, Rose Price and Chris Mellone explore strategies for maximizing retirement savings, including updated emergency fund rules, the benefits of Roth vs. pre-tax accounts, and the role of non…
- Market Pulse: Oil Prices Are Surging - Here's What's Behind It
Rose Price and Christopher Mellone explain the economic impact of surging oil prices, driven by the conflict in Iran. They cover effects on inflation, interest rates, and consumer behavior, and discuss whether the price increase is tempora…
- Retirement Readiness: Defining Your Lifestyle Goals (Ep. 2)
Episode 2 of the Retirement Readiness Journey focuses on defining lifestyle goals beyond generic dreams, like travel, and translating them into actionable plans. It covers goal setting, a "dimmer switch" approach to retirement, prioritizin…
- Retirement Readiness: How to Calculate Net Worth and Financial Health (Ep. 1)
In the first episode of the Retirement Readiness Journey, hosts Rose Price and Chris Mellone discuss calculating net worth by analyzing assets like 401(k)s and real estate, managing debt strategically, and understanding asset location for…
- VLP Spotlight: 2025 Year in Review
In this 2025 Year in Review, VLP Financial Advisors discusses firm growth, market volatility, legislative impacts like "Liberation Day" and the "Big Beautiful Bill," and key awards. They also preview 2026 initiatives, including a new offic…
- One More Year or Retire Now? How to Weigh the Real Tradeoffs
In The Live Greater View, Chris Malone and Dan Lash explore the financial, emotional, and lifestyle considerations for retirement timing. They cover the benefits of an extra year of income, the psychological shift of spending savings, and…
- Tax Changes in 2026
This episode of The Live Greater View discusses upcoming tax law changes effective in 2026, covering deductions, retirement contributions, and tax brackets. It offers strategies for end-of-year financial planning and preparing for tax fili…
- Holiday Spending without breaking the bank
This episode of The Live Greater View discusses practical strategies for managing holiday spending, including budget creation, gift and travel expense management, and avoiding financial regret in the new year. The focus is on intentional p…
- Micro-Retirement
This episode of The Live Greater View discusses the concept of micro-retirements, which are smaller breaks taken throughout one's career. It covers financial preparation, including savings and insurance, and the importance of planning for…
- 5 Questions You Should Ask Your Financial Advisor
This episode of The Live Greater View outlines five crucial questions to ask when selecting or continuing with a financial advisor. The discussion covers clarifying services, understanding fees, evaluating an advisor's experience, and ensu…
- Will AI Replace Financial Advisors
This episode of The Live Greater View discusses the increasing role of AI in financial planning, examining its current applications, limitations, and the essential role of human judgment. It explores how AI can enhance efficiency while hig…
- How Long Will My Money Last in Retirement
This episode of The Live Greater View addresses the common question of how long retirement money will last, exploring factors like longevity, inflation, and healthcare costs. It emphasizes the importance of a personalized withdrawal strate…
- Stuck in the Middle: Navigating Life in the Sandwich Generation
This episode of The Live Greater View addresses the challenges faced by the sandwich generation, who are raising children and caring for aging parents. It offers guidance on managing caregiving, financial strain, emotional toll, and commun…
- Financial Scams and How to Avoid Them
The Live Greater View discusses financial scams, exploring the psychology behind victimization, common red flags in various forms of fraud, and how scammers exploit technology. The episode provides practical tips for verification, steps to…
- Retiring in a Bear Market
In this episode of The Live Greater View, financial planners Rose Price and Dan Lash discuss strategies for retiring during a bear market. They cover building resilient plans, diversification, cash flow management, and emotional discipline…
- Bonds 101: The Beginner’s Guide to Smarter Investing
This episode explains bonds, differentiating them from stocks and detailing types like government, corporate, and municipal. It covers how interest rates affect bond prices, defines key terms, and discusses their role in a balanced investm…
- Make Your Tax Season More Successful
Certified financial planners Rose Price and Dan Lash share insights on navigating tax season successfully. The episode covers how life changes affect taxes, the importance of proactive planning, organizing documents, minimizing penalties,…
- Retirement Travel: Making Memories & Maximizing Your Budget
This episode of The Live Greater View covers financial strategies for retirement travel, focusing on prioritizing experiences and maximizing budgets. Hosts Rose Price and Chris Malone discuss planning, common mistakes, travel insurance, an…
- Financial Spring Cleaning
The Live Greater View podcast episode 'Financial Spring Cleaning' discusses tidying up personal finances. Topics include reviewing spending plans, tax withholdings, savings, debt reduction strategies, consolidating old accounts, updating b…
- Advisors Answer: What to do if you're laid off?
In this episode of The Live Greater View, hosts Rose Price and Chris Millennium discuss how to navigate layoffs. They cover immediate actions, health insurance, emergency funds, career stage guidance, networking, and retirement considerati…
- Breaking Barriers: Women in Financial Planning
This episode of The Live Greater View highlights the underrepresentation of women in financial advising. It features women from VLP Financial Advisors sharing their career paths, challenges, and offering advice for aspiring professionals.
- College Financial Considerations in 2025
This episode of The Live Greater View discusses the financial considerations of college planning for 2025. It covers key factors like ROI, rising tuition costs, 529 plans, financial aid, and scholarships, emphasizing the importance of find…
- Why become a financial advisor
In this episode of The Live Greater View, host Andrew Fincher talks with Richard Tam about becoming a financial advisor. They discuss the role of a financial planner, career misconceptions, the importance of soft skills, and advice for asp…
- SECURE 2.0 Act Changes in 2025
This episode details the SECURE 2.0 Act's 2025 changes to retirement planning, including updates on 401(k)s, employer contributions, catch-up contributions for those over 50, and automatic enrollment features. Financial experts provide act…
- How To Save More in 2025
In this episode of The Live Greater View, financial advisors Rose Price and Daniel Lash offer strategies for saving more in 2025. They cover proven savings techniques, economic impacts, automation, expense evaluation, and debt management t…
- Which Advisor Type is Right for You?
This episode of The Live Greater View discusses how to choose the right financial advisor, explaining fiduciary responsibility and the differences between fee-based and commission-based models to help listeners make informed decisions for…
- Navigating 2025: Set Yourself Up For Success In The New Year
This episode of The Live Greater View by VLP Financial Advisors focuses on preparing for 2025 by discussing potential economic and tax policy changes, strategies for end-of-year tax planning, maximizing retirement savings, and setting fina…
- Medicare Annual Enrollment Period What You Need to Know
This episode of The Live Greater View with guest Emily O’Halloran breaks down the Medicare Annual Enrollment Period. It covers key differences between Medicare and Medicaid, Medicare Advantage, eligibility, enrollment pitfalls, 2025 change…
- Target Date Funds: What You Really Own in Your 401(k)
This episode of The Live Greater View explains target date funds, a common 401(k) investment. It covers how they work, differences in management styles, and the impact of glide paths on your retirement savings strategy.
- #15 Estate Planning: Essentials with Attorney Donna Fincher
In this episode of The Live Greater View, attorney Donna Fincher discusses estate planning essentials. Topics covered include the importance of estate planning, key documents like wills and medical directives, the differences between wills…
- Charitable Giving: Making a Lasting Impact in Retirement
The Live Greater View podcast episode discusses charitable giving strategies relevant to retirement planning. It covers the evolution of charitable giving, common client scenarios, technical aspects like donor-advised funds and trusts, and…
- #13 Why Work With a Financial Advisor?
This episode of The Live Greater View podcast discusses how to choose a financial advisor, explaining the differences between various financial professionals and the importance of understanding credentials like CFP. It covers key aspects o…
- #12 Grow Your Small Business With EOS Featuring Bill Hueter
This episode of The Live Greater View features Bill Hueter discussing how the Entrepreneurial Operating System (EOS) can facilitate small business growth and balance. VLP Financial Advisors hosts the discussion, highlighting EOS Worldwide'…
- #11 Daily Money Managers with Kay Bransford
This episode of The Live Greater View features Kay Bransford discussing daily money management for seniors. It covers common financial challenges, the importance of family communication and transparency, strategies for preventing fraud, an…
- # 10 Breaking Down the Finances of Being a Small Business Owner with Bob LeMay, CPA
Bob LeMay, a CPA with 28 years of experience, joins The Live Greater View to discuss small business finances. Topics include financial accountability, accounting software like QuickBooks, the business lifecycle, financial planning vs. tax…
- #9 How to Have “The Talk” with Aging Relatives: Essential Money Conversations with Cameron Huddleston
This episode of The Live Greater View features Cameron Huddleston discussing crucial money conversations with aging relatives, inspired by her book 'Mom and Dad, We Need to Talk.' Topics include estate planning, financial management during…
- #8 Succession Planning – Insights from The Founder
This episode features Bruce Vaughn, founder of VLP Financial Advisors, discussing wealth management succession planning. Key topics include differentiating between a job, firm, and business, structuring deals for a win-win-win outcome, and…
- #7 Medicare – Eligibility, Enrollment and Beyond
This episode of The Live Greater View features Emily O'Halloran discussing Medicare eligibility, enrollment, and key decisions for those turning 65. Topics include Medicare Parts A & B, supplements vs. Advantage plans, Part D, and recent c…
- #6 Divorce Planning Insights with a CDFA: Steps After Change
This episode features a Certified Divorce Financial Analyst (CDFA) discussing crucial steps after a divorce. It covers divorce methods, property division, spousal support, market fluctuations, and building a professional support team.
- #5 Tax Talk-2023 Insights and Beyond
This episode of The Live Greater View discusses recent tax law changes and their impact on financial planning. It highlights the difference between tax preparation and planning, details changes to retirement accounts including RMDs and con…
- #4 The Anatomy of a Financial Plan
This episode of The Live Greater View examines the anatomy of a financial plan, detailing its dynamic nature as a process. It covers the essential tools, data components, goal categorization into Needs, Wants, and Wishes, and the importanc…
- #3 Beyond the Paycheck - Retirement Plan Considerations from a Participant’s Point of View
Hosts Rose and Chris discuss retirement plan considerations from a participant's perspective on The Live Greater View podcast. Topics include employer-sponsored plans, matching contributions, target date funds, beneficiary designations, an…
- #2 The Art and Science of Legacy Planning
This episode of The Live Greater View, a financial planning podcast, delves into legacy planning with guest Dan Lash. It covers the distinction between estate and legacy planning, strategies for passing on wealth, charitable giving options…
- #1 Live Greater View: Navigating Life, Money, and Perspective for a Fulfilling Future
In the first episode of Live Greater View, hosts Chris and Rose discuss their financial planning process, motivations, and provide insights on market trends, inflation, retirement planning, taxes, and investment strategies to help listener…
- The Live Greater View Podcast
The Live Greater View Podcast is the official podcast of VLP Financial Advisors, a wealth services firm specializing in financial planning, investment management, and retirement planning for individuals and businesses. They focus on partne…