The Life by Design Podcast
Are you ready to live your best life? Tune in to the Life by Design Podcast, where we bring you strategic insights, expert interviews, and practical tools to empower you. From a financial planning and wealth management standpoint, we aim to help you understand the decisions that lead to a more fulfilling financial life. At our core, we believe in serving our clients and communities, growing through reinvestment in our people and tools, and living a great life while helping others do the same.
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Episodes
Thursday Mar 20, 2025
Thursday Mar 20, 2025
Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠. For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/https://www.linkedin.com/in/gregmattacola/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.
Thursday Mar 13, 2025
Thursday Mar 13, 2025
Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠.
For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/ or https://www.linkedin.com/in/gregmattacola/
This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm.
Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning.
All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results.
Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions.
For more details or any questions, please reach out to us directly.