https://www.spreaker.com/podcast/swat-retirement-strategy-hour--6493248
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>enBusinessCopyright Brandon Davishttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/261193c5d2d8307b9411d26522290212.jpghttps://www.spreaker.com/podcast/swat-retirement-strategy-hour--6493248Thu, 02 Apr 2026 22:32:55 +0000Mike DiPaula and Sarah FloraMike DiPaula and Sarah Florasarah.flora@fdwpretire.comListen to Mike DiPaula & Sarah Flora every Saturday from 2pm – 3pm on WCBM-AM!  To learn more visit: https://fdwpretire.com/ Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora &...
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>falseepisodichttps://www.spreaker.com/episode/roth-conversions-to-help-shield-retirement-from-future-taxes--70830324https://api.spreaker.com/episode/70830324Mon, 23 Mar 2026 14:31:24 +0000Mike DiPaula and Sarah Flora3183falsefullhttps://www.spreaker.com/episode/retirement-under-siege--70830311https://api.spreaker.com/episode/70830311Mon, 23 Mar 2026 14:30:50 +0000Mike DiPaula and Sarah Flora3183falsefullhttps://www.spreaker.com/episode/talking-facts-with-special-guest-shawn-vinson--70830299https://api.spreaker.com/episode/70830299Mon, 23 Mar 2026 14:29:56 +0000Mike DiPaula and Sarah Flora3183falsefullhttps://www.spreaker.com/episode/generic-planning-problems-february-07-2026--69761698https://api.spreaker.com/episode/69761698Sat, 07 Feb 2026 14:00:02 +0000Mike DiPaula and Sarah Flora3183falsefullhttps://www.spreaker.com/episode/the-income-architect-december-27-2025--69459876https://api.spreaker.com/episode/69459876Thu, 15 Jan 2026 23:07:48 +0000Mike DiPaula and Sarah Flora3183falsefullhttps://www.spreaker.com/episode/medicare-decoded-november-15-2025--68569933https://api.spreaker.com/episode/68569933Mon, 17 Nov 2025 14:00:08 +0000Mike DiPaula and Sarah Flora3183falsefullhttps://www.spreaker.com/episode/reducing-uncertainty-creating-certainty-in-your-portfolio-and-plan-september-27-2025--67901810Flora & DiPaula Wealth Partners]]>https://api.spreaker.com/episode/67901810Mon, 29 Sep 2025 13:00:08 +0000Mike DiPaula and Sarah FloraTo learn more visit: https://fdwpretire.com/Flora & DiPaula Wealth Partners]]>3183falsefullhttps://www.spreaker.com/episode/top-5-ways-to-boost-your-social-security-september-13-2025--67901806Flora & DiPaula Wealth Partners]]>https://api.spreaker.com/episode/67901806Thu, 25 Sep 2025 21:04:50 +0000Mike DiPaula and Sarah FloraTo learn more visit: https://fdwpretire.com/Flora & DiPaula Wealth Partners]]>3183falsefullhttps://www.spreaker.com/episode/obbb-unlock-your-tax-savings-tax-efficient-strategies-for-retirement-confidence-august-09-2025--67347129Flora & DiPaula Wealth Partners]]>https://api.spreaker.com/episode/67347129Tue, 12 Aug 2025 17:19:12 +0000Mike DiPaula and Sarah FloraTo learn more visit: https://fdwpretire.com/Flora & DiPaula Wealth Partners]]>3183falsefullhttps://www.spreaker.com/episode/tax-strategies-keeping-more-of-your-retirement-dollars-july-12-2025--66973463Flora & DiPaula Wealth Partners]]>https://api.spreaker.com/episode/66973463Mon, 14 Jul 2025 13:16:13 +0000Mike DiPaula and Sarah FloraTo learn more visit: https://fdwpretire.com/Flora & DiPaula Wealth Partners]]>3183falsefullhttps://www.spreaker.com/episode/beat-the-odds-smart-moves-for-sound-retirement-may-31-2025--66318189Flora & DiPaula Wealth Partners]]>https://api.spreaker.com/episode/66318189Mon, 02 Jun 2025 01:00:08 +0000Mike DiPaula and Sarah FloraTo learn more visit: https://fdwpretire.com/Flora & DiPaula Wealth Partners]]>3183falsefullhttps://www.spreaker.com/episode/the-three-essential-pillars-of-financial-security-may-17-2025--66073289Flora & DiPaula Wealth Partners]]>https://api.spreaker.com/episode/66073289Sat, 17 May 2025 22:00:07 +0000Mike DiPaula and Sarah FloraTo learn more visit: https://fdwpretire.com/Flora & DiPaula Wealth Partners]]>3183falsefullhttps://www.spreaker.com/episode/tax-efficient-strategies-for-retirement-confidence-march-22-2025--64960790Flora & DiPaula Wealth Partners]]>https://api.spreaker.com/episode/64960790Sat, 22 Mar 2025 17:00:07 +0000Mike DiPaula and Sarah FloraTo learn more visit: https://fdwpretire.com/Flora & DiPaula Wealth Partners]]>3183falsefullhttps://www.spreaker.com/episode/beware-of-stereotypical-investor-mistakes-march-15-2025--64887619Flora & DiPaula Wealth Partners]]>https://api.spreaker.com/episode/64887619Sat, 15 Mar 2025 17:00:07 +0000Mike DiPaula and Sarah FloraTo learn more visit: https://fdwpretire.com/Flora & DiPaula Wealth Partners]]>3183falsefullhttps://www.spreaker.com/episode/timing-of-social-security-benefits-march-01-2025--64673727
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>https://api.spreaker.com/episode/64673727Mon, 03 Mar 2025 14:53:25 +0000Mike DiPaula and Sarah FloraWhen it comes to deciding when to start your Social Security retirement benefits, it's vital to remember that everyone's situation is distinct. Your financial circumstances, health, family matters, and retirement dreams all play a critical role in...
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>3183falsefullhttps://www.spreaker.com/episode/the-ticking-clock-we-have-20-years-to-fix-our-looming-national-debt-situation-february-08-2025--64214326
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>https://api.spreaker.com/episode/64214326Mon, 10 Feb 2025 14:33:52 +0000Mike DiPaula and Sarah FloraOur country faces a critical issue: our nation's skyrocketing spending and how it could shake the foundations of retirement confidence. Experts warn that we're on a tight deadline – we might have just 20 years to fix this before we hit a point of no...
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>3183falsefullhttps://www.spreaker.com/episode/tackling-the-risks-of-taxes-and-inflation-january-11-2025--63826704
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>https://api.spreaker.com/episode/63826704Wed, 22 Jan 2025 22:04:10 +0000Mike DiPaula and Sarah FloraRetirement can offer confidence and fulfillment, but it can also come with financial challenges that can undermine long-term security if left unaddressed. The foundation of a confident retirement may lie in identifying and preparing for the major...
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>3183falsefullhttps://www.spreaker.com/episode/retirement-planning-three-of-the-most-important-questions-january-4-2025--63826671
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>https://api.spreaker.com/episode/63826671Wed, 22 Jan 2025 21:58:56 +0000Mike DiPaula and Sarah FloraRetirement planning hinges on addressing three foundational questions. Firstly, there’s a pressing need to debunk myths about life expectancy and its frequent misuse in financial decision-making. Relying too heavily on misleading statistics,...
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>3183falsefullhttps://www.spreaker.com/episode/working-with-you-to-preserve-your-financial-future-december-21-2024--63826654
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>https://api.spreaker.com/episode/63826654Wed, 22 Jan 2025 21:54:06 +0000Mike DiPaula and Sarah FloraChoosing a financial advisor can feel overwhelming, especially with so many options and titles to sort through—financial planner, broker, investment advisor—it’s hard to know where to start. And when you’re trusting someone with your life savings,...
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>3183falsefullhttps://www.spreaker.com/episode/managing-top-5-retirement-risks-the-value-of-a-written-income-plan-december-14-2024--63826616
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>https://api.spreaker.com/episode/63826616Wed, 22 Jan 2025 21:49:51 +0000Mike DiPaula and Sarah FloraDrawing from pivotal insights of the University of Michigan's study, we highlighted the fluid nature of retirement expenditures. While many anticipate a consistent decline in spending, the reality is far from linear. To learn more visit:...
To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>3183falsefullhttps://www.spreaker.com/episode/the-roth-conversion-opportunity-a-strategy-to-consider-december-7-2024--63825412huge impact on your retirement—and not in a good way if you're not prepared for it. I'm talking about taxes.

To learn more vist: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>https://api.spreaker.com/episode/63825412Wed, 22 Jan 2025 21:32:28 +0000Mike DiPaula and Sarah FloraToday, we're diving into a topic that could have a huge impact on your retirement—and not in a good way if you're not prepared for it. I'm talking about taxes. To learn more vist: https://fdwpretire.com/ Insurance products are offered through the...huge impact on your retirement—and not in a good way if you're not prepared for it. I'm talking about taxes.

To learn more vist: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.]]>3183falsefull