The Coordinated Decade with Thomas J. Manetta, MSFA
Between 55 and 65, your tax, estate, and retirement decisions stop being separate. §72(t) distributions, Roth conversions, capital gains harvesting, Medicare timing, and Social Security claiming all share the same calendar and most advisors solve them one at a time. I solve them together. Let's talk.
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What You’ll Walk Away With
Every episode is built around one idea—that you deserve to know what’s really going on with your money. Here’s what you can expect when you tune in.
The Industry, Unfiltered
We talk openly about how financial institutions actually operate—the incentives, the conflicts, and what it means for you as a client. No sugarcoating.
Real Planning, & Decisions
From estate planning to tax strategy to retirement, we cover the financial decisions that actually shape people's lives—with the depth they deserve.
The Future of Advice
Thomas sits down with founders, advisors, and industry builders who are rethinking how financial planning gets done—and how that affects you.
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This quick guide will help you understand what to look for, what to question, and what a real financial plan should feel like—so you can move forward with life.
Listen to All of Our Podcasts
Every episode is available on Spotify and Youtube. Browse the full archive below—or start with the latest below!
Finances
How AI Is Changing the Future of Financial Advice with Fernando San Martin (Ep. 21)
AI gets talked about everywhere these days, but what does it actually look like when it becomes a practical tool for financial planning?
Watch on YouTube
Planning
Building a Private-bank-like Experience for Independent Advisors with Max Lane (Ep. 20)
Holistic advice is becoming more common, but many clients still experience a gap between planning and actual implementation.
Watch on YouTube
Finances
AI Is Coming for Financial Advice: What Advisors Need to Know with Alex Chalekian (Ep. 18)
Discover how AI & integrated technology are reshaping financial advice. Alex Chalekian shares insights on automation, client experience, & the future of advice
Read the episode notes
Planning
When Success Becomes a Blind Spot: Losing a Major Client and Rebuilding with Guardrails (Ep. 17)
Thomas J. Manetta, MSFA shares lessons from losing a long-term client, client concentration risk, & how advisors can rebuild a strong, balanced practice
Read the episode notes
Planning
The Truth About AI Prospecting Tools with Joe Moss (Ep. 16)
Joe Moss of AdvisorTechBook on AI prospecting tools, why cold outreach often fails, and using technology without sacrificing authenticity.
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Ready to See If We’re a Fit?
Grab 30 minutes with us—we’ll talk through where you stand today, where you’d like to be, and together figure out if we’re the right fit for each other.