Financial Futures: A Measured Wealth Podcast

Building a successful business is one thing, but are you making the right financial decisions to protect what you've built? In this episode, George welcomes Alejandra Borge, CFP®, who works with business owners and families to connect their business finances, personal wealth, taxes, and long-term goals. Together, they explore three common financial mistakes business owners make and share practical considerations for protecting personal wealth, maximizing tax opportunities, and preparing for a...

What do personal credit, artificial intelligence, and tariffs have in common? They’re all forces that can have a meaningful impact on your financial life and the broader economy. In this episode, George is joined by economist Dr. Stan V. Smith, chairman of Smith Economics Group, to discuss the importance of protecting your credit, why he believes AI could be one of the most significant economic revolutions of our lifetime, and how tariffs can shape industries, markets, and national policy. Sm...

How much life insurance is actually enough to protect the people who matter most? Victoria Gibbs, CFP®, and Chartered Life Underwriter® joins the show to break down the factors that go into finding the right amount of coverage. She also explains why life insurance shouldn’t be a one-time calculation and how major life changes can make it important to revisit your coverage over time. Resources 🌐 Our website: https://www.measuredwealth.net/ 📞 Phone: 603-431-1444 🔎 Explor...

What does it really mean to be financially flexible? In this episode, George welcomes back wealth advisor Alejandra Borge, CFP®, to discuss why a strong net worth doesn’t always mean you have financial freedom- and why liquidity and access can be just as important as the assets you own. They explore how building more flexibility into your financial plan can give you more choices when opportunities, expenses, and life changes arise. Resources 🌐 Our website: https://www.measuredwealth.net...

A mid-year financial review can reveal whether your goals, spending, taxes, and priorities are still on track—or whether it is time to make an adjustment. George is joined by Measured Wealth advisor and CFP® Joe Neff to explain why these conversations should go far beyond investment performance. They discuss how life changes, tax planning, cash flow, and overlooked financial habits can shape the second half of the year. Download our Mid-Year Review Checklist Resources 🌐 Our website: htt...