The Vault: AFG Podcasts

Alliance Financial Group•podcasters.spotify.com

The Vault is your collection of past Alliance Financial Group podcasts — a library of conversations, insights, and stories that shaped our journey. From leadership and mentorship to business strategies and financial lessons, these episodes highlight the experiences and perspectives of professionals across industries. Whether you’re an advisor, entrepreneur, or simply curious about building a stronger financial future, The Vault offers valuable lessons you can revisit anytime. At Alliance Financial Group, We Protect And Provide For What You Care About Most.

Last refreshed: February 28th, 2026 at 12:59 PM ⓘ

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Episodes

Brian’s Secret to Saving Thousands Without Changing Your Lifestyle | AFG Update Ep. 6

Financial advisor Brian Simon shares his unexpected career journey from sports journalism to finance, highlighting how communication and genuine curiosity are crucial for success. He explains Alliance Financial Group's relationship-centric approach, focusing on helping clients proactively save through wealth-building accounts and navigate market uncertainties by creating options for their future. The discussion emphasizes behavioral finance, empowering clients to achieve their goals and remain calm during economic fluctuations.

Oct 06, 2025•31 min•Ep. 6

Is Your CPA Missing THIS? $20,000 Tax Refund Uncovered | AFG Update Ep. 7

Chelsea Davis returns to the AFG Update podcast to share her journey over the past few months—transitioning into her new role while staying connected to her family’s tax firm. In this candid conversation, Chelsea opens up about:- The excitement of working in both Naples and Fort Myers offices and building new professional relationships.- Her initial fears about clients questioning her ties to the tax firm—and how those ties remain stronger than ever.- The game-changing impact of delegating paper...

Oct 06, 2025•31 min•Ep. 7

HE QUIT HIS JOB AND MADE $50K OVERNIGHT | AFG Update Ep. 8

What happens when a TV meteorologist leaves the news desk and dives headfirst into financial services?In this episode of AFG Update, Mike Longo sits down with Scott Zediker, who shares his fascinating journey from forecasting sunny skies in Santa Barbara to building a thriving financial services career in Fort Myers.Scott opens up about:- Why he walked away from a 17-year television career at WINK News- How his option trading hobby and his wife Julie’s hair salon gave him the confidence to pivot...

Oct 06, 2025•30 min•Ep. 8

We Tested Every AI Tool… Only 1 Actually Worked | AFG Update Ep. 9

AFG is evolving our podcast to be warmer, more relatable, and more useful. Chelsea Davis and Mike sit down to unpack what worked, what did not, and why viewer feedback will drive the next phase. We cover real stories from the office, the realities of Zoom culture, and how we use AI for meeting summaries, follow ups, and workflow efficiency that frees advisors to spend more time with people. We are averaging 40,000 to 50,000 monthly views across platforms. That traction came from consistency, rea...

Oct 06, 2025•32 min•Ep. 9

The #1 Mistake Advisors Make (And How to Avoid It) | AFG Update Ep. 10

Financial advisor Keith Smith reflects on his first year, highlighting the importance of building genuine community connections to earn client trust. He delves into AFG's core philosophy of protection, saving, and investing, stressing the need to educate clients about catastrophic risks and develop sound financial habits. The discussion also covers common saving pitfalls, key life events that prompt people to seek financial advice, and the growing role of technology in modern financial services.

Oct 06, 2025•32 min•Ep. 10

How Charlie Kirk’s Tragedy Changed the Conversation | AFG Update Ep 11

This episode is different. We recorded on Friday, September 12, after a difficult week that included the killing of Charlie Kirk and the viral release of a separate train stabbing video. We are not here to make a political statement. We are acknowledging a hard moment, offering empathy to the families and communities affected, and sharing how events like these ripple through a workplace, a community, and our own lives.Key takeaways• Social media makes tragedy instant and unfiltered• Workplaces p...

Oct 06, 2025•38 min•Ep. 11

Beat the 9/15 Deadline | Tax Procrastination Costs You More | AFG Update Ep. 12

This episode focuses on timely tax filings and how to avoid the last-minute scramble around the September 15 deadline for business clients. We talk about why people procrastinate, what advisors actually need from clients, and how better communication turns panic into a proactive plan. We also share a quick update on our new studio build that will add 3 to 4 seats for more advisor and client voices. Key takeaways• 9/15 matters for business filers and retirement plan funding• Procrastination is co...

Oct 06, 2025•34 min•Ep. 12

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