Secure Money Mindset Podcast
S2E3 | MEDICARE EXPLAINED: Q&A with Medicare Specialist SteVEn PErlman
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.
S2E2 | Prenups 101: What Every Couple Should Know Before Saying I Do
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
S2E1 | 2026 Market oulook: the policy engine
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