About Plan. Protect. Invest. — A Sgroi Lawley Podcast
Founded in Western New York in 1971, Sgroi Lawley Group LLC is an independent financial planning group helping individuals and families navigate financial decisions with confidence through a comprehensive, full-service approach.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sgroi Wealth Advisory, a registered investment advisor. Sgroi Wealth Advisory and Sgroi Lawley Group LLC are separate entities from LPL Financial. The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
How can you start investing for your child’s future?
In this episode of Plan. Protect. Invest., Hayden and Matt explore several investment and savings options available for children, including Minor Roth IRAs, UTMA accounts, 529 plans, and the new Trump accounts.
They discuss how each account works, eligibility and contribution requirements, and key considerations when deciding which options may fit your family’s goals.
Whether you’re a new parent or simply looking to learn more about planning for the next generation, this episode provides an overview of the different options to consider when investing for a child’s future.
Watch or listen to the full episode on YouTube, Apple Podcasts, and Spotify.
26 Aug 2026
Understanding Personal Insurance: Coverage, Risk & Financial Planning
In this episode, we’re joined by Julie Dibb, Personal Insurance Account Executive at Lawley Insurance, for a conversation about personal insurance and how it may fit into an overall financial plan.
Julie discusses today’s insurance market, including factors impacting home and auto insurance rates, when to review your coverage, liability considerations, and the role of umbrella insurance. We also discuss ways to reduce risk and considerations when reviewing and understanding your insurance policies as your circumstances change.
Watch to learn more about personal insurance and key considerations when reviewing your coverage. Julie Dibb and Lawley Insurance are not affiliated with or endorsed by LPL Financial or Sgroi Lawley.
31 Jul 2026
Understanding 403(b) Plans and Supporting Educators Through the Pencil Project
In this episode of Plan. Protect. Invest., we discuss 403(b) retirement plans and considerations for educators as they plan for retirement. Topics include how 403(b) plans work, the differences between traditional and Roth contributions, common retirement planning considerations, and how these accounts may work alongside pensions and Social Security.
We also highlight Sgroi Lawley’s Annual Pencil Project Promotion, an initiative created to recognize and support educators throughout Western New York by providing classroom scholarships to help enhance learning opportunities for students.
1 Jul 2026
Understanding Medicare Insurance
Healthcare is an important part of preparing for retirement, and understanding Medicare insurance can help make the transition less overwhelming.
In this educational episode of Plan, Protect, Invest we’re joined by Michele Luthi, Medicare & Individual Health Consultant from Lawley Medicare Solutions.
Watch as we discuss the basics of Medicare insurance, including eligibility, enrollment timelines, common questions, and general coverage options.
We also explore how healthcare considerations can fit into broader retirement and wealth management planning, helping individuals better understand the factors that may impact their long-term financial picture.
21 May 2026
What Should Business Owners Consider When Planning for Retirement?
In this episode, we are joined by Summer McKellar as we discuss retirement planning strategies for employers, the importance of preparing early for retirement, and how offering retirement benefits can support both business goals and employee retention.
Listen to our latest podcast for an educational conversation on planning ahead as a business owner.
30 Apr 2026
What Should Business Owners Consider Before Selling Their Business?
In this episode, our team breaks down key considerations including valuation, tax planning, and succession strategies to help support a smooth transition and long-term planning goals. Listen to our latest podcast to learn key steps in the process and how we can help you along the way.
25 Mar 2026
Essential Tips for a Smooth Filing Season
In this episode, we discuss what you can still do before the tax deadline, including last-minute strategies to help make filing season smoother. We cover key opportunities around tax-efficient investing, capital gains, and the decision between Roth and Traditional IRA contributions. We highlight the steps you can take now to stay proactive and move forward with confidence.
25 Feb 2026
When is it Time to Talk to a Financial Planner?
In this episode, we discuss key moments on when it's advisable to reach out to a financial planner, such as marriage, divorce, retirement, starting a business, or receiving an inheritance and how thoughtful planning can bring clarity during life’s transitions. We highlight the milestones where working with a financial planner can help you move forward with confidence.
30 Jan 2026
Setting Your 2026 Financial Plan: A New Years Check In
Welcome to our second podcast episode. Today, we take a look at what to review as you set your 2026 financial plan. The conversation focuses on key areas to consider at the start of the year and how small check-ins can help keep your goals on track. Featuring insights from advisors Matthew McAnulty, CFP®, EA, Matthew Clouden, and Hayden Mumbach.
16 Dec 2025
One Big Beautiful Bill
Welcome to our first podcast episode! Today, we’re breaking down the One Big Beautiful Bill and taking a deep dive into what it means for individuals and families. Featuring insights from advisors Matthew McAnulty, CFP®, EA, Matthew Clouden, and Hayden Mumbach.
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