Secure Money Mindset Podcast

With changing rules and financial uncertainty affecting many taxpayers this year, there were plenty of new conversations and challenges this tax season.

In this episode of Secure Money Mindset, Financial Advisor Josh Rothbard is joined by Richard Feldman, CPA to discuss key takeaways from working with clients throughout this year’s tax season. From changing regulations and common filing mistakes to missed planning opportunities and proactive financial strategies, the conversation highlights what individuals and families can learn moving forward.

Tracking ID: 1108542

With market headlines changing daily and economic uncertainty continuing to impact investors, understanding the basics of how the stock market works has never been more important.

In this episode of the Secure Money Mindset podcast, Secure Planning Group's Nate Borrmann and Isabelle David break down key investing fundamentals and discuss what today’s market environment means for individuals and families planning for the future. From how the stock market functions to the role emotions and long-term strategy play in investing, this conversation is designed to help listeners feel more informed and confident about their financial decisions.

Whether you’re new to investing or simply looking for perspective amid ongoing market changes, this episode offers practical insights to help simplify the conversation around investing and long-term financial planning.

Tracking ID: 1094380

In this episode of Secure Money Mindset, Financial Advisor Nate Borrmann sits down with Medicare specialist Steven Perlman to explain how Medicare works and what retirees should know when evaluating their coverage options. He'll answer top-of-mind questions about key components of Medicare, common misconceptions, and how individuals approaching age 65 can better understand their choices. From Medicare Parts A and B to supplemental coverage and Medicare Advantage plans, this conversation breaks down the key decisions that can affect both healthcare and financial planning in retirement.

Before saying “I do,” make sure you know what you’re really committing to—financially and emotionally. Advisor Alison Pettine sits down with Greg Gilston, Estate Planning & Family Law attorney, to break down:

• What a prenup actually does
• Common misconceptions
• How to approach the conversation with your partner
• Why it’s not about mistrust—it’s about clarity
  
  

Tracking ID: 760635

Season 2 starts NOW! In our first episode, Isabelle David and Matthew Crescenzo unpack the 2026 Market Outlook from LPL Financial and the policy forces shaping the road ahead. If you’re planning your next financial move, this is the episode you need.

Tracking ID: 1061465