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The Live Greater View

The Live Greater View

著者: VLP Financial Advisors
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Welcome to “The Live Greater View” podcast. The official podcast of VLP Financial Advisors. VLP Financial Advisors is an independent, full-service wealth services firm, with $1.5B* in assets under administration (AUA), as of 1/21/2026, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.


Hosted by Rose Price, CFP®, AIF®, Chris Mellone, CFA®, CFP®, AIF®, and Daniel Lash, CFP®, AIF®. Cetera Wealth Services LLC (custody/administration ) AUA $1.15B, Fidelity Retirement (record keeping) AUA $190M, ADP Retirement (record keeping) AUA $155M. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. 8391 Old Courthouse Rd, Suite 203, Vienna, VA 22182 | 703-356-4360.

© 2026 The Live Greater View
マネジメント マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Retirement Readiness: Tackling Debt and Taxes Before You Retire (Ep. 5)
    2026/05/21

    Before you can plan for where you want to go, you must establish a clear baseline of your current financial health. Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, discuss the critical first steps of the ten-year countdown to retirement, focusing on the data and thought processes needed to set your baseline.

    Key Topics:

    • Net Worth Calculation: How to organize diverse assets from 401(k)s and TSPs to real estate and business valuations.
    • Debt & Liability Audit: Strategies for prioritizing high-interest debt and understanding how liabilities impact your retirement timeline.
    • Cash Flow Management: Moving beyond digital spending to track expenses and redirecting pay raises to move the needle on your savings.


    Visit vlpfa.com to download resources or schedule a complimentary consultation to begin your personalized Retirement Readiness Journey.

    Schedule a complimentary consultation: https://www.vlpfa.com/contact-us


    Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor and Chris Mellone, CFA, CFP®, AIF® Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360.

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    27 分
  • The 401(k) Playbook: The 7 Biggest 401(k) Mistakes
    2026/05/14

    What are the biggest 401(k) mistakes? “Whatever the default option is…”

    If that’s how you’d describe your 401(k), you’re not alone but it might be costing you more than you realize.

    In this episode, Andrew Fincher, CFP®, AIF®, Financial Advisor, breaks down seven of the most common 401(k) mistakes. From missing out on employer match to being too conservative early on, it’s how these small mistakes today can make a big difference over time.

    Contributing to a 401(k) is a great start but understanding what you’re doing with it is where a real impact can happen.


    Visit vlpfa.com to download resources or schedule a complimentary consultation: https://www.vlpfa.com/contact-us


    Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Due to the volatility of the market with the markets mentioned, opinions are subject to change without notice. A diversified portfolio does not assure a profit or protect against loss in a declining market. Hosted by Andrew Fincher, CFP®, AIF®, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203, Vienna, VA 22182. 703-356-4360

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    5 分
  • The 401(k) Playbook: 2026 401(k) Contribution Limits
    2026/05/07

    What are the 2026 new contribution limits?

    New year, new 401(k) limits!

    In this episode, Andrew Fincher, CFP®, AIF®, Financial Advisor, walks you through what changed for 2026. Contribution limits are up, which means more opportunity to save in a tax-advantaged way.

    • $24,500 employee contribution limit
    • Higher catch-up contributions if you’re 50+
    • Even more flexibility if you’re in that 60–63 window


    These increases may not seem huge year to year, but over time they can make a meaningful difference. At the start of every year, it’s a good reminder to review your contributions and see if there’s room to bump them up, even if just a little.


    Visit vlpfa.com to download resources or schedule a complimentary consultation: https://www.vlpfa.com/contact-us


    Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Due to the volatility of the market with the markets mentioned, opinions are subject to change without notice. A diversified portfolio does not assure a profit or protect against loss in a declining market. Hosted by Andrew Fincher, CFP®, AIF®, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203, Vienna, VA 22182. 703-356-4360

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    3 分
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