Why Listen? In this conversation, we sat down with Garrett Baldwin to talk about the role liquidity plays in financial markets, investing, and personal finance. We explore why liquidity isn’t just about having cash on hand. It is about breathing room—and the ability to keep your options open for individuals and families. As Garrett puts it, having liquidity is essential to every financial plan because “liquidity is permission.” It is permission to borrow, to expand, to take risks and to make fin...
Feb 18, 2026•39 min
As retirement approaches, one of the most important, and most misunderstood, decisions is when to begin Social Security benefits. There is no universal “right” answer. Some individuals choose to start benefits early out of concern about the program’s long-term stability. Others view Social Security as a temporary income bridge to help pay down debt or ease the transition into retirement. The reality is that every situation is different, and the decision carries meaningful financial consequences....
Jan 07, 2026•28 min
In our latest episode, we sat down with our own Jude McDonough, who heads up our Retirement Plan Consulting business. We discussed the parties to a corporate retirement plan and their roles in servicing the plan.It was an informative conversation for anyone in charge of a corporate retirement plan. We encourage you to reach out to us if you have any questions about your corporate retirement plan.The corporate retirement plan is a key benefit to the employees that is easy to overlook. There is no...
Sep 10, 2025•21 min
We were very excited to support the 28th annual Go Joe Bike Ride to benefit Saint Joseph’s Center. We had a lot of fun in the Backyard on WNEP with Meteorologist Joe Snedeker and were honored to have Sister Maryalice Jacquinot, IHM, President & CEO of Saint Joseph’s Center, as a guest on our Podcast. We discussed the history of their annual summer festival, and the important role it plays in helping them support the vital work they do. We also highlight the work some of the their amazing sta...
Jul 22, 2025•30 min
For episode 20, our guest is Alex Morris, founder of TSOH Investment Research and author of the newly released book Buffett and Munger Unscripted : Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings . Before starting his own firm, Alex spent a decade as a buy-side analyst. He earned both his undergraduate degree and MBA from the University of Florida and is a CFA Charterholder. We sat down to talk about his new book, which pulls together decades of...
May 01, 2025•1 hr 26 min
As advisors, we help clients navigate life’s big decisions by asking the right questions, not rushing to provide answers or relying solely on spreadsheets and algorithms. Our podcast began with a simple idea: to interview business owners, high performers, and industry leaders about the pivotal decisions that shaped their lives.By exploring these “inflection points,” we aim to share real-life stories and offer insight into the types of conversations we have with clients. Nineteen episodes in, we’...
Jan 08, 2025•1 hr 20 min•Season 1Ep. 19
Recently, members of our team sat down with two tax experts—Brian Kelly of Brian Kelly & Associates and Allan Karaffa of Kronick Kalada & Berdy. Both are experienced CPAs who work closely with clients on tax-related matters. For our latest episode of Off the Page , we asked them questions about how both business owners and individuals can be proactive and avoid surprises at tax time. A big thanks to Brian and Allan for joining us—it was a fantastic conversation packed with valuable insig...
Dec 04, 2024•28 min
As an independent firm, we have the flexibility to partner with market leaders to better serve our clients. Stephanie Aliaga is a Global Market Strategist at J.P. Morgan Asset Management, based in New York. Stephanie helps shape and communicate economic views, deliver timely commentary, and maintains forecasting models for weekly submissions to Bloomberg and the Wall Street Journal. She is also responsible for publications such as the Guide to the Markets and the On the Minds of Investors blog. ...
Sep 25, 2024•29 min
About Our GuestEric Markowitz is the Director of Research at Nightview Capital, where he leads high-level research and plays an active role in the day-to-day decision-making for The Nightview Fund. Before joining Nightview Capital in 2016, Eric had a successful career as an investigative journalist, with bylines in The New Yorker, GQ, and Fast Company, among other publications. He is also the author of The Nightcrawler newsletter. Eric graduated cum laude from New York University with a BA in...
Sep 11, 2024•1 hr 11 min
Our latest conversation is the first "Community Spotlight" episode of 2024, highlighting the Cody Barrasse Foundation. While the goal of this podcast is to highlight business owners and high performers to better understand how they make important decisions, these episodes are different. We know there is so much more to life than planning and investing, and we care deeply about the community in which we live. We recently sat down with Cody Barrasse’s mother, Linda, his father, Michael, and his...
Jul 24, 2024•54 min
We recently sat down with Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. Before starting that role, Callie was the U.S. investment analyst at eToro, where she educated two million customers about markets. She is one of the rising stars in the financial industry, and her work has been featured on CNBC, Bloomberg, and the Financial Times.We started the conversation around something Callie wrote about a few years ago, which is the idea of a “money story” and how much it shape...
Jul 18, 2024•1 hr 6 min
We often receive questions from clients about whether they should have a trust. While the reasons vary, they most often pertain to earmarking money for children or grandchildren, protecting money if they end up in a nursing home or leaving money to charity. The reality is trusts are very complex and there are legal costs associated with them. Furthermore, there are guidelines to follow that often leave the funder with less control over his or her own money. For that reason, we recently sat down ...
Jun 26, 2024•25 min
Introducing our guestFor fans of the show Billions, Devin has been called “the real-life Wendy Rhoades”. He is the founder of Lifestyle Integrity, and has been the #1 ranked executive life coach in New York City according to Yelp and Google. He coaches executives in business, finance, politics, media, and education through both personal and professional development. His goal is to help clients, many of whom have achieved material success, to be able to attain fulfillment in ...
Feb 29, 2024•1 hr 18 min
Interest rates have reached levels not seen since in well over a decade. How should investors navigate this new world of higher rates? Are they here to stay? To help unpack what this seismic shift means we sat down with Jim Jackson. Jim is currently the co-chief investment and officer and senior portfolio manager of Victory Income Investors, which was formerly known as USAA Investments . We had Jim on because he is among the most qualified people in the world to discuss this with. We were abl...
Jan 19, 2024•1 hr 26 min
For episode #13, we sat down with the CEO of OnePoint, Patrick McMahon. Pat details how he grew up in Peckville Pennsylvania where he was raised by his mother, who was born in Italy and migrated to the United States, and his father an Irish "serial entrepreneur". Pat started working at his dad's driving range as a young boy, and after graduating from Penn State he returned home to Northeastern Pennsylvania to work for the family businesses. We discuss how after buying one of the businesses fr...
Jul 13, 2023•1 hr 1 min
For episode twelve, our guest was Thomas Morgan, who currently serves as a Director for Sapient Capital and is based in New York City. He has worked in a number of roles throughout his career and over the last few years has written a weekly newsletter that became appointment reading for many of the most thoughtful investors on Wall Street. He describes his current role as being a “curiosity sherpa for billionaires” and has been called “the most interesting man in finance” (a nickname that he ...
Mar 30, 2023•1 hr 2 min
For episode 11, I was joined by my colleague, Managing Partner at Alliance Wealth Advisors, Chris Ross, and Stephanie Decker, who serves as the Associate Vice President of Social and Economic Impact at Lackawanna College. Together, we recap the first annual financial impact summit held in partnership with the college in the fall of 2022.Rather than have listeners sit through the entire program, we took sound bites from our speakers that night, including Maggie Mineo Zayac (owner of the ...
Jan 05, 2023•1 hr 7 min
For episode 10, we sat down with entrepreneur John Basalyga. John is the President of Eastern Roofing Systems, and JBAS Realty, a commercial real estate development and management company. During this conversation, John tells his personal story, how his career has evolved over the years, and why he is so passionate about improving Scranton and the entire region through his work. We also look ahead and discuss some of the projects he and his team are working on. John explains the pr...
Sep 08, 2022•1 hr 8 min
For episode 9, we were honored to sit down with David Rutherford the founder and CEO of Froglogic Concepts. Froglogic is a motivational entertainment company. Their mission is to help individuals, executives, and organizations, overcome adversity and achieve success in any environment. He is also an internationally known motivational speaker, best-selling author, world championship performance coach, and award-winning podcast host. Whether you are a business owner, a team member in...
Aug 03, 2022•1 hr 36 min
For episode 8, we have a unique community spotlight featuring News Director Julie Sidoni and filmmaker Al Monelli of WVIA. We discuss each of their career paths that brought them to where they are today, Al’s new documentary film being released on June 23rd exploring the impact of Hurricane Agnes 50 years later, and the future of public television in today’s digital age. When I first pitched this idea, our team was interested in hearing more, but there was one question, which Julie even...
Jun 22, 2022•1 hr 8 min
For our latest episode, we sat down with President and Chief Innovation Officer Dr. Jill Murray and Provost Dr. Erica Barone Pricci of Lackawanna College. Lackawanna is a premier, private, college serving the people of Northeastern Pennsylvania. However, the school is focused on taking a different approach to education, and last year it was included in Fast Company’s list of the World’s Most Innovative Companies for its “Level Up” Program, which we talk about in this episode. Lackawanna...
May 10, 2022•58 min
For episode six, we are highlighting a great event being held by TecBRIDGE, an organization that is vital to the business community of Northeastern Pennsylvania. On Thursday April 21st, they will be hosting the 20th annual Business Plan Competition at the FM Kirby Center in downtown Wilkes-Barre. We had TecBRIDGE Executive Director Don Webster on to talk about the event, its history, and so much more. This competition is the region’s signature entrepreneurship and innovation event, and w...
Apr 12, 2022•1 hr 4 min
This is the first of our “community spotlight” episodes. While the goal of this podcast is to highlight business owners, high-performers, and industry leaders to better understand their stories and how they make important decisions, these episodes will be a little bit different.We are a firm focused on partnering with our clients to help them achieve their financial goals, but we know there is so much more to life than planning and investing. We also care deeply about the community in which w...
Mar 15, 2022•1 hr
For episode four, we sat down with real estate developer and the managing partner of Montage Mountain Resorts, Charles Jefferson. We had a very enjoyable conversation that covered Charlie’s roots in Philadelphia, his career path, various real estate projects he has worked on, and how he took the leap from the world of real estate development to managing a ski resort and water park. While Charlie has family roots in Northeastern Pennsylvania, it wasn’t until 2006 that he made his first in...
Feb 17, 2022•1 hr 10 min
For episode three, we sat down with serial entrepreneur Patrick Sandone. We discussed Pat’s career path, including the successful sale of his technology company Net Driven in 2015, which he had grown from a one-person start-up into the largest digital marketing company serving independent automotive businesses in North America. We also discuss his most recent start-up venture, the Guide App, which will launch next year. Patrick’s professional journey took him from the Univer...
Dec 07, 2021•47 min
In this episode, we sat down with Robert and Matt Knowles of Knowles Associates, a full-service insurance firm serving corporations, organizations, and families throughout 22 states. We had a great conversation about a very interesting (and complicated) topic: successfully transitioning a family-owned business to the next generation. According to two 2010 studies cited by Cornell’s Johnson School of Business, the average life span of a family-owned business is 24 years. Only about 40% of...
Sep 01, 2021•1 hr 5 min
Maggie Mineo Zayac moved home to Scranton from New York City with the goal of creating a unique shopping experience that didn't yet exist in Northeastern Pennsylvania. From this idea, The Daisy Collective was born. Our conversation explores how she went from a part-time employee to a business owner, how she balances running a successful business while being a mother of two , and much more. Enjoy!
Jun 29, 2021•42 min
