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Fresh Perspective Planning

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by Michael Mezheritskiy

5.0(1 reviews)
12 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
6

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality11
Social0
YouTube0
Engagement0
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Podcast Overview

If you’re over 50 and thinking seriously about retirement, this podcast is for you. Hosted by Financial Planners Michael Mezheritskiy and Rich LoPresti of Milestone Asset Management Group, Fresh Perspective Planning is where retirement gets real — and simple. With over 40 years of combined experience, Mike and Rich help listeners cut through the noise, make sense of market volatility, and take control of their financial future. Each episode covers practical strategies for investing wisely, reducing taxes, generating reliable income, and avoiding costly mistakes in retirement.

Language

🇺🇲

Publishing Since

4/5/2021

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6

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality11
Social0
YouTube0
Engagement0
Learn more
5
Excellent Areas
1
Good Performance
13
Growth Opportunities
excellent
Episode Length
33 minutes
Performing excellently!
good
Show Experience
12 episodes over 4.1 years

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poor
Publishing Consistency
Every 125 days

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Recent Episodes

Episode thumbnail for Required Minimum Distributions (RMDs) – Avoid the Tax Trap! 💸

May 9, 2025

Required Minimum Distributions (RMDs) – Avoid the Tax Trap! 💸

Financial advisors Michael Mezheritskiy and Rich LoPresti explain required minimum distributions, explore age requirement changes, and offer tax-saving strategies for retirees in this informative episode.

Episode thumbnail for Volatility, Roth Conversions & Retirement Guardrails – What You Can Do Today

March 31, 2025

Volatility, Roth Conversions & Retirement Guardrails – What You Can Do Today

Financial advisors Michael Mezheritskiy and Rich LoPresti discuss strategies for navigating market volatility, including bucket strategies, tax-loss harvesting, and Roth conversions, to help retirees make informed financial decisions during uncertain times.

Episode thumbnail for The Importance of Asset Allocation & Asset Location

February 13, 2025

The Importance of Asset Allocation & Asset Location

Michael Mezheritskiy and Rich LoPresti explore asset allocation and location, explaining how these strategies balance risk, minimize taxes, and maximize returns for a secure retirement in this interview episode.

12 total episodes available

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Frequently asked questions

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What is Fresh Perspective Planning?

If you’re over 50 and thinking seriously about retirement, this podcast is for you. Hosted by Financial Planners Michael Mezheritskiy and Rich LoPresti of Milestone Asset Management Group, Fresh Perspective Planning is where retirement gets real — and simple.

With over 40 years of combined experience, Mike and Rich help listeners cut through the noise, make sense of market volatility, and take control of their financial future. Each episode covers practical strategies for investing wisely, reducing taxes, generating reliable income, and avoiding costly mistakes in retirement.

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

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