Retirement isn’t the end of your story—it’s the start of a new chapter. On Financially Speaking with Jason LaBarge, we talk about how to make the most of it. From market updates and planning tips to real conversations about living well after work, this podcast helps you plan smarter and live richer.
Episode 23: More Than Work — Small Business, Dedication & Defining Retirement
In this episode of Financially Speaking with Jason LaBarge, Jason sits down with local veterinarian and small business owner Sean Etter for a conversation about his journey into veterinary medicine, the dedication it takes to build and run a business, and what retirement means to him.
Jason and Sean discuss how retirement can look different for everyone. For Sean, it's about continuing to do what he loves while creating more time to travel, enjoy life, and hopefully see his family carry on the business he has worked so hard to build.
23 Sept 2026
Episode 22: Taxes & Your Financial Plan — Planning Ahead for Retirement
In this episode of Financially Speaking with Jason LaBarge, Jason sits down with Service Advisor and CPA Kurt DiManna for a conversation focused on the role taxes play in a comprehensive financial plan. Together, they discuss why tax planning should be proactive rather than something addressed only during tax season.
Jason and Kurt explore topics including IRMAA, Required Minimum Distributions (RMDs), and how taxes can impact financial decisions throughout retirement. At LaBarge Financial, looking ahead and planning for potential tax implications is an important part of the process, and Kurt’s CPA background helps bring that perspective into the overall financial plan. Whether you're approaching retirement or already there, this episode offers insight into why planning for taxes can be an important part of planning for your financial future.
3 Sept 2026
Episode 21: More Than Money — The Family Office Approach to Financial Planning
In this episode of Financially Speaking with Jason LaBarge, Jason welcomes back Financial Professional Lily Reddish for a conversation focused on what it really means to take a family office approach to financial planning. Together, they explore how LaBarge Financial's "More Than Just Money" philosophy goes beyond traditional investment management to help clients address the many different pieces of their financial lives.
Jason and Lily discuss the growing network of strategic partners that plays an important role in this approach, from legacy planning and life insurance to CPAs, mortgages, and other specialized professionals. They explain how these relationships create a connected flow of planning, allowing each piece of a client's financial picture to work together rather than being addressed in isolation. Whether you're thinking about retirement, protecting your family, planning your legacy, or simply looking for a more comprehensive approach to your financial future, this episode offers an inside look at how a family office mindset can bring everything together — because financial planning should be about more than just money.
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