The Life by Design Podcast

At the end of each quarter, we sit down with the Doug Walters, Chief Investment Officer here at Strategic to recap the quarter and discuss preparing for the next. This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of...

Nick Accordino is a Lead Advisor at Strategic Financial Services. Nick is a CERTIFIED FINANCIAL PLANNER™.

For more info on Nick please visit: https://investstrategic.com/team/nick-accordino/
https://www.linkedin.com/in/nick-accordino-cfp%C2%AE-81a3641b/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to...

Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠. For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/ https://www.linkedin.com/in/gregmattacola/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in rela...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement

For more info on Doug please visit: https://investstrategic.com/team/doug-walters/

https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their o...

t the end of each quarter, we sit down with the Doug Walters, Chief Investment Officer here at Strategic to recap the quarter and discuss preparing for the next. This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account...

Melissa Fernalld CFP®, CDFA® is a Senior Advisor and Partner at Strategic Financial Services. For more info on Melissa please visit: https://investstrategic.com/team/melissa-fernalld/ https://www.linkedin.com/in/melissa-fernalld-cfp%C2%AE-cdfa%C2%AE-56885b26/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does no...

Laura Powers ChFC® is a Senior Advisor and Partner at Strategic Financial Services.

For more info on Laura please visit: https://investstrategic.com/team/laura-powers/
https://www.linkedin.com/in/laurapowers1/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not r...

Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠.
For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/
https://www.linkedin.com/in/gregmattacola/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or a...

Mike McGraw is a Senior Advisor and Partner at Strategic Financial Services. Mike is a former teacher, CERTIFIED FINANCIAL PLANNER™.

For more info on Mike please visit: https://investstrategic.com/team/mike-mcgraw/
https://www.linkedin.com/in/michael-m-4a93b645/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in...

Nick Accordino is a Lead Advisor at Strategic Financial Services. Nick is a CERTIFIED FINANCIAL PLANNER™.

For more info on Nick please visit: https://investstrategic.com/team/nick-accordino/
https://www.linkedin.com/in/nick-accordino-cfp%C2%AE-81a3641b/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to...

Aaron Evans is a Senior Advisor and Partner at Strategic Financial Services. Aaron is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst (CFA) Charterholder.

For more info on Aaron please visit: https://investstrategic.com/team/aaron-evans/
https://www.linkedin.com/in/aaron-evans-cfa-cfp%C2%AE-0285466/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects sp...

City Cleats is a 501(c)(3) nonprofit founded in 2024 in New York by former athletes who understand firsthand the power of proper footwear in competition. We saw a gap – too many Varsity Football players across New York lacked access to quality cleats.

For more info on City Cleats please visit: https://citycleats.com/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of th...

Alan Leist III, CFA is the Chief Executive Officer at Strategic Financial Services.
EOS Links:
https://www.strategiccoach.com/
https://www.eosworldwide.com/
For more info on Alan please visit:
https://investstrategic.com/team/alan-leist-iii/
https://www.linkedin.com/in/alanleist/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific...

Melissa Fernalld CFP®, CDFA® is a Senior Advisor and Partner at Strategic Financial Services. For more info on Melissa please visit: https://investstrategic.com/team/melissa-fernalld/ https://www.linkedin.com/in/melissa-fernalld-cfp%C2%AE-cdfa%C2%AE-56885b26/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does no...

Laura Powers ChFC® is a Senior Advisor and Partner at Strategic Financial Services. For more info on Laura please visit: https://investstrategic.com/team/laura-powers/ https://www.linkedin.com/in/laurapowers1/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any c...

Mike McGraw is a Senior Advisor and Partner at Strategic Financial Services. Mike is a former teacher, CERTIFIED FINANCIAL PLANNER™. For more info on Mike please visit: https://investstrategic.com/team/mike-mcgraw/ https://www.linkedin.com/in/michael-m-4a93b645/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market pe...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement #inflation #markettiming #diversification #iras #financialeducation #longterminvesting For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement #inflation #markettiming #diversification #iras #financialeducation #longterminvesting For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement #inflation #markettiming #diversification #iras #financialeducation #longterminvesting For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and...

At the end of each quarter, we sit down with the Doug Walters, Chief Investment Officer here at Strategic to recap the quarter and discuss preparing for the next.

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or friends of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

For more info on Doug please visit: https://investstrategic.com/team/doug-walters/

https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not n...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.
For more info on Doug please visit: https://investstrategic.com/team/doug-walters/
https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

For more info on Doug please visit: https://investstrategic.com/team/doug-walters/
https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those...

Matt Abdoo is the Executive Chef & Partner of Pig Beach BBQ restaurants, a frequent guest chef on NBC’s TODAY, and often appears as a celebrity guest or judge on Food Network programs such as America’s Beat Bobby Flay, the Kitchen, Battle of the Brothers, Kitchen Crash, and more.

For more info on Matt please visit:

https://mattabdoo.com/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.
For more info on Doug please visit: https://investstrategic.com/team/doug-walters/
https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

For more info on Doug please visit: https://investstrategic.com/team/doug-walters/
https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily r...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

For more info on Doug please visit: https://investstrategic.com/team/doug-walters/
https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

For more info on Doug please visit:
https://investstrategic.com/team/doug-walters/
https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect...

Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠. 

For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/
https://www.linkedin.com/in/gregmattacola/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or frien...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

For more info on Doug please visit: https://investstrategic.com/team/doug-walters/
https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

For more info on Doug please visit:
https://investstrategic.com/team/doug-walters/
https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect...

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

For more info on Aaron please visit:
https://investstrategic.com/team/doug-walters/
https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect...

Aaron Evans is a Senior Advisor and Partner at Strategic Financial Services. Aaron is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst (CFA) Charterholder.

For more info on Aaron please visit:
https://investstrategic.com/team/aaron-evans/
https://www.linkedin.com/in/aaron-evans-cfa-cfp%C2%AE-0285466/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include em...

Brian Basloe is the Chief Executive Officer at Concierge Live, and has long history in sports and event ticketing. Brian joins us from Augusta to talk about getting into the Masters.
For more info on Brian please visit: https://www.linkedin.com/in/brianbasloe/ https://www.conciergelive.com/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include...

At the end of each quarter, we sit down with the Doug Walters, Chief Investment Officer here at Strategic to recap the quarter and discuss preparing for the next.

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of...

Aaron Evans is a Senior Advisor and Partner at Strategic Financial Services. Aaron is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst (CFA) Charterholder.

For more info on Aaron please visit:
https://investstrategic.com/team/aaron-evans/
https://www.linkedin.com/in/aaron-evans-cfa-cfp%C2%AE-0285466/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include em...

Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠. 

For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/
https://www.linkedin.com/in/gregmattacola/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or frien...

Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠. 

For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/
https://www.linkedin.com/in/gregmattacola/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or frien...

Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠. 

For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/ or https://www.linkedin.com/in/gregmattacola/

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm.

Guests may in...