A trust can be a powerful legacy tool- but is it the right beneficiary for your retirement accounts? In this episode of Financial Futures, we break down the pros, cons, and tax implications of listing a trust as a beneficiary, especially in a post–SECURE Act world. George is joined by estate planning attorney and return guest Claire DeLorenzo of Forman Law, who shares insights on when a trust makes sense and when it could create unintended consequences.

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

Are you getting the most out of your Medicare benefits? In this episode, we break down Medicare’s moving parts- Parts A, B, C, and D- so you can better understand your coverage, costs, and choices heading into retirement. We’re joined by Paul Doran, owner of Doran Independent Insurance, who brings over 30 years of experience helping individuals navigate Medicare, open enrollment changes, and rising healthcare costs.

Doran Independent Insurance: https://www.doranindependentinsurance.com/home

More about Paul: https://www.doranindependentinsurance.com/paul-doran

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

With three years of strong S&P 500 growth behind us, are investors heading into 2026 feeling bullish or bearish? In this episode, George sits down with Ed Miller, Chief Investment Officer at Measured Wealth, to explore the key market themes shaping that outlook, including artificial intelligence, interest rates, precious metals, currencies, and broader economic signals. Tune in to learn what’s driving today’s optimism and unease- and what these themes may signal for the road ahead.

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

When it comes to finances, no two journeys are the same, and the differences can be surprising. In this episode, Measured Wealth Advisor, Alejandra Borge, CFP®, joins us to explore the unspoken chapters of women and money- covering career breaks, caregiving, fertility costs, and planning for life’s unexpected twists. Tune in for practical insights that go beyond spreadsheets to help women take control of their financial future.

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

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

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

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

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