DiscoverThe Arsenal Money Clip Podcast
The Arsenal Money Clip Podcast
Claim Ownership

The Arsenal Money Clip Podcast

Author: Arsenal Financial

Subscribed: 0Played: 1
Share

Description

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Then catch up with what's going on in their lives and community and maybe even some Dad jokes.

Learn more about Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

16 Episodes
Reverse
Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they have guest Jordan Jackson on, a Global Market Strategist with J.P. Morgan, to discuss the three C’s guiding his thoughts on the markets and financial planning right now: the consumer, costs, and complacency. Take a listen for financial insights and dad jokes. Learn more about Jordan here. Find Doug, Jeremy, and Arsenal Financ...
Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they take a look into the five key parts, or elements, of a successful financial plan. Take a listen to hear about: Element 1: Goals as gold Element 2: Knowledge and awareness, potassiumMythbuster: Should you be like an ostrich?Element 3: Filtering, stay strong like iron Element 4: Consistency and carbon, it's in everythingE...
Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they welcome psychologist Dr. Carol Perlman on to talk about preparing for retirement with practical tools for routine and constructing positive narratives and identity that help you thrive, not just stop working. Take a listen to hear about: Why retirement psychology matters How to control identity, purpose, and routine shifts &n...
Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they get together to discuss some of the stories and lessons they've learned from decades of clients making their way through all the challenges life throws their way. Listen to hear about: Jeremy's recent 24-hour adventure race story (and how he and his team made it through unexpected pitfalls) Some of the stories of clients who h...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. In this episode they welcome car industry expert Josh Sack to talk about buying a car in today's world. Listen to learn about: Should you buy or lease?What's a car buying advocate and how can they help make things easy for you?Learn about the dealers perspective on financing and trade-ins and what you can do to prepare to get t...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. In this episode they get together to discuss the lost art of income investing. Listen to learn about: What is income investing?Why people have started to forget about income investing (but should come back to it!)What are bonds really?The different flavors of income investing for different situations and life stages from bonds ...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. In this episode they get together to discuss the importance of finding ways to talk about financial literacy at an early age. Listen to learn about: How money games such as Monopoly can help introduce the topicLemonade stands, piggy banks, money apps, and other ways kids can start interacting with real moneyThe difference...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. This episode they get together to discuss the realities of being an entrepreneur. Listen to learn about: Doug and Jeremy's own journeys from corporate jobs to the entrepreneurial worldThe traits and habits that can drive small business owners --- and hold them backLearning to trust others with a piece of your business pie...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. This episode they get together to break down some money myths affecting Gen Xers. Listen to learn about: Should I invest when the market is at an all-time high?Do I need 10x my salary in order to retire? (Doug gets a little spicy on this one!)Will Medicare cover all of my healthcare costs?I have a will, do I need an estat...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. For this episode they welcome the podcast's first guest, independent college advisor Tom O'Hare. Listen to learn about: The state of higher education today, from the rising costs for families to the moves colleges and universities are making to keep up with the Jonses.Tom's strategy of purchasing an education like you would a h...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. This episode dives into the changes coming in 2025 that will impact retirement planning and savings strategies for both individuals and business owners. They jump into: The "Mickey D's Law" increasing 401(k) catch-up contributions for certain ages.Small businesses and 401(k) auto-enrolling employees.Roth contribution opti...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is a reality check for uncertain times where everybody seems stressed about the future. They dig into the reality of: Gross domestic product, unemployment rate, wage growth, consumer price index. Where these numbers sit now, where they've been historically, and what it says about the current economic landscape.T...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is focused on all those financial things that have slipped down your to-do list. You'll hear about how things are fine...until they're not: Just as you cram stuff in boxes in your basement and then forget about it, we make financial decisions once and then forget about them.Hear Jeremy's personal stories of sump...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is focused on retirement where you'll hear about: What are the factors that make retiring hard?Why starting early is important for those in their 20s and 30s (even with all of life's other expenses).Why people 10 years or less from retirement (T minus 10s) need a different approach.The psychological impact of pr...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is focused on financial planning for college where you'll hear about: How Jeremy's 24-hour adventure race went and how they'll use that theme throughout the episodeThe 3 age brackets and their different strategies: 0-6 Get Started, 6-12 Get Serious, 12-18 Get Your Kid InvolvedThe projected costs of different typ...
Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear. Today's episode is focused on inflation where you'll hear about: The financial and emotional cost of waitingInflation was scary in the past too!How inflation is affecting real estate, car, and education pricesHow Doug and Jeremy plan for inflationPossible ways to hedge against inflation with where you put your pot of money The...
Comments