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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.
38 Episodes
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The holidays are a time for giving, celebrating, and connecting—but they can also be a time of financial stress. In this episode of The Live Greater View, we talk about practical ways to plan for holiday spending so you can enjoy the season without worrying about your wallet. From setting a realistic budget to managing travel, gifting, and unexpected costs, this conversation offers simple steps to help you stay in control and still make the holidays special. In this episode, we discuss: How...
What if retirement didn’t just happen once at the end of your career, but instead showed up in smaller breaks throughout your life? In this episode of The Live Greater View, we explore the growing trend of “micro retirements” and what it means for how people are choosing to live, work, and plan for the future. We look at why more people are taking intentional breaks from work to travel, volunteer, reset, or simply recharge, and how to prepare financially for this kind of lifestyle. In this ...
Choosing the right financial advisor can have a big impact on your future—but how do you know what to ask? In this episode of The Live Greater View, we walk through five key questions everyone should ask to make sure they’re getting advice that truly supports their goals. These questions can help you feel more confident, understand how your advisor works, and know exactly what you’re paying for. In this episode, we discuss: The most important questions to ask before hiring (or continuing with...
Artificial intelligence is becoming more common in financial planning, but what does that mean for the role of human advisors? In this episode of The Live Greater View, we examine how AI is being used in the industry and what it can—and can’t—do for clients. We look at the balance between technology and personal guidance, and how both can work together to help people reach their financial goals. In this episode, we cover: How AI is currently being applied in financial servicesWhere technolo...
One of the most common (and anxiety-inducing) questions in retirement planning is: How long will my money last? In this essential episode of The Live Greater View, we dive into the factors that influence the longevity of your retirement savings—and what you can do to take control of your financial future. This isn’t just about spreadsheets and projections. It’s about lifestyle, choices, and peace of mind. In this episode, we explore: Why “how long will my money last?” is the wrong question ...
Caught between raising kids and caring for aging parents? You're not alone. In this episode of The Live Greater View, we unpack the unique emotional, financial, and logistical challenges of being part of the sandwich generation—and offer guidance for finding balance. With honest stories and practical strategies, we shed light on a generation that’s feeling stretched thin, yet often overlooked. In this episode, we explore: What it means to be part of the sandwich generation todayHow to manag...
Think it can’t happen to you? Think again. In this eye-opening episode of The Live Greater View, we pull back the curtain on financial scams that are costing people billions—and reveal exactly how you can avoid becoming the next victim. Join us as we dive into the deceptive world of fraudsters, with real-life stories and actionable tips that will sharpen your awareness and strengthen your financial defenses. In this episode, we explore: The psychology behind why even smart people fall for sca...
Are you ready for retirement — even when the markets aren't? Welcome back to The Live Greater View, the financial planning podcast by VLP Financial Advisors, where we help you live your best life through all of life's financial ups and downs. In today’s timely episode, Rose Price and Dan Lash, both certified financial planners, tackle the crucial topic of retiring during a bear market. Drawing from real client experiences and decades of expertise, they share strategies to help you manage vola...
Welcome to Live Greater View—the podcast where we break down big financial ideas into clear, actionable insights so you can live with more confidence, clarity, and freedom. In today’s episode, we’re diving into the world of bonds—what they are, how they work, and why they matter more than you think. Whether you're a beginner or just need a refresher, this episode is packed with practical wisdom to help you make smarter investment decisions. Here’s what we cover: What exactly is a bond—and h...
Tax season can be stressful, but with the right planning, you can set yourself up for success! In this episode of The Live Greater View, certified financial planners Rose Price and Dan Lash from VLP Financial Advisors share practical insights on how to navigate tax season with confidence. What you'll learn in this episode: How life changes—marriage, job changes, stock options—impact your tax situationWhy proactive tax planning is essential and how it differs from tax preparationKey tax law ch...
What’s the best way to spend your money in retirement? More and more retirees are choosing experiences over things, prioritizing travel and family time over material purchases. In this episode of The Live Greater View, hosts Rose Price, CFP®, and Chris Malone, CFP®, dive deep into the financial planning strategies that can help you make the most of your retirement travel budget. Tune in as they discuss: The growing trend of prioritizing travel over material possessionsHow to budget and plan f...
As the seasons change, it's not just our homes that need tidying up—our finances do too! In this episode of VLP Live Greater Podcast, we’re diving into the concept of financial spring cleaning. Just like clearing out clutter from your home, taking stock of your financial situation can set you up for success. Join us as we discuss: How to assess your spending plan (not a budget!) and stay on trackThe importance of reviewing your tax withholdings and savings contributionsSmart debt reduction st...
Getting laid off is a tough pill to swallow, but it doesn't have to be the end of your financial journey. In this episode of The Live Greater View, produced by VLP Financial Advisors, hosts Rose Price and Chris Millennium dive deep into the timely topic of layoffs and how to navigate them effectively, no matter where you are in your career. Whether you're just starting out, midway through your professional journey, or nearing retirement, this episode offers valuable insights to help you plan,...
The financial industry is evolving, but one thing remains clear—women are still underrepresented in financial advising. In honor of Women’s History Month, we’re bringing together the inspiring women of VLP Financial Advisors to share their journeys, challenges, and successes in the field. Tune in as we discuss: How each of our guests found their way into financial planningThe statistics behind women in finance and why more need to enter the fieldThe challenges of balancing career, family, and...
Making the right college decision is one of the most impactful choices your family will face—and one of the most expensive. Welcome to The Live Greater View, a financial planning podcast from VLP Financial Advisors, where we help clients navigate life, money, and perspective. In this episode, we tackle the complex process of college planning with insights that can shape both your child’s education and your family’s financial future. Here’s what we’ll cover: Key factors to weigh when decidi...
Are you curious about a career in financial planning? Think it's all spreadsheets, investments, and retirement plans? Think again! In this episode of The VLP Live Greater View, host Andrew Fincher sits down with Richard Tam, a standout financial planning student at George Mason University and former VLP intern, to discuss what it really takes to become a financial advisor in today's world. Richard shares his unique journey into financial planning, from a background in competitive tennis to di...
Ready to unlock the secrets of the SECURE 2.0 Act and its transformative impact on your retirement planning in 2025? This episode dives into the most critical updates to 401(k) plans and other retirement strategies, equipping you with the tools you need to make smarter financial decisions. What You'll Learn in This Episode: How the SECURE 2.0 Act enhances employer contributions and impacts your savings.New catch-up contribution rules for individuals over 50 and what they mean for your retirem...
Ready to make 2025 your most financially successful year yet? In this episode of The Live Greater View podcast, financial advisors Rose Price, CFP®, AIF®, and Daniel Lash, CFP®, AIF®, reveal actionable strategies to help you save more, invest wisely, and maximize your financial potential. Whether you're just starting out or looking to refine your financial plan, this episode has something for everyone! What you'll learn in this episode: Proven techniques to jumpstart your savings and establis...
In this episode of The Live Greater View, we dive into the critical decision of choosing the right financial advisor for your needs. With so many options out there, from fiduciaries to commission-based advisors, it can be overwhelming to navigate the landscape. Learn about the importance of fiduciary responsibility, the differences between fee-based and commission-based compensation models, and why finding a trusted advisor is more than just checking a box. Whether you're planning for ...
Welcome to The Live Greater View, the financial planning podcast by VLP Financial Advisors, where we discuss life, money, and perspective. As 2024 draws to a close, it's time to look ahead and prepare for a promising 2025. How do potential changes in the economy, tax policies, and personal goals shape your financial roadmap? Let’s dive in! In this episode, we explore: The Impact of Presidential Elections on Markets: Does a new administration mean market upheaval? We break down the myths and r...
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