『Plan. Protect. Invest. — A Sgroi Lawley Podcast』のカバーアート

Plan. Protect. Invest. — A Sgroi Lawley Podcast

Plan. Protect. Invest. — A Sgroi Lawley Podcast

著者： Sgroi Lawley Group LLC
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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.

 個人ファイナンス 経済学
エピソード
  • What should business owners consider before selling their business?

    What should business owners consider before selling their business?
    2026/04/30

    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.
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    19 分
  • Essential Tips for a Smooth Filing Season

    Essential Tips for a Smooth Filing Season
    2026/03/25

    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.
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    38 分
  • When is it Time to Talk to a Financial Planner?

    When is it Time to Talk to a Financial Planner?
    2026/02/25

    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.
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    不明
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