Fresh Perspective Planning

About 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.

Publisher

Michael Mezheritskiy

Category

business

Language

en

Explicit

No

First episode

5 Apr 2021

Latest episode

9 May 2025

Latest episodes

12 episodes in the feed.

1. 

   9 May 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.

2. 

   31 Mar 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.

3. 

   13 Feb 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.

4. 

   5 Aug 2022

   I have After Tax Money In My 401K - Now What?

   Michael and Rich from Fresh Perspective Planning explore after-tax 401k contributions, revealing options and tax strategies for those planning retirement.

5. 

   11 Feb 2022

   I Just Want Planning Help!! How To Work With Flat-Fee Only Planning Firms!

   Michael and Rich discuss flat-fee financial planning, explaining how clients can receive comprehensive advice without necessarily transferring assets to a firm for management in this interview.

6. 

   22 Oct 2021

   Pension Maximization Options

   Financial advisors Mike and Rich explore pension maximization options, weighing lump sums against monthly payments to help listeners make informed, irreversible decisions about their retirement income in this episode.

7. 

   27 Sept 2021

   Top Questions To Ask When Interviewing a Financial Planner

   Hosts Mike and Rich explore essential questions for interviewing financial planners, focusing on fiduciary duty, expertise alignment, and regulatory disclosures to ensure listeners find the right advisor.

8. 

   21 Sept 2021

   How Biden’s New “American Families Plan” Tax Proposal Can Impact Your Retirement

   Industry experts Mike and Rich analyze President Biden's "American Families Plan" tax proposal, exploring potential impacts on retirement planning and strategies.

9. 

   22 Jul 2021

   Roth Conversion Q&A Part 1

   Mike and Rich answer listener questions about Roth conversions, including aggregation rules, five-year rules, backdoor conversions, RMDs, taxes, and in-kind conversions, offering clarity on retirement planning in this interview episode.

10. 

    6 Jun 2021

    Ready to Start Social Security, but should you?

    Michael and Rich explore claiming and tax planning strategies for social security, offering insights into optimizing benefits and minimizing future tax liabilities.

11. 

    22 Apr 2021

    So you heard about Roth Conversions, now what?

    Financial advisors Mike and Rich, CFP®, CWS®, explore Roth conversions, explaining their meaning, benefits, tax implications, and integration into retirement and social security strategies.

12. 

    5 Apr 2021

    Keep hearing about Bitcoin, Blockchain and Cryptocurrency on the news and don’t understand what it is?

    Hosts Mike and Rich demystify cryptocurrency, explaining its origins, functions, risks, and investment potential, offering listeners a clearer understanding of this evolving financial landscape.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 6 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

11

Social presence

0

YouTube

0

Engagement

0

Contact Fresh Perspective Planning

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.