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The Live Greater View

The Live Greater View

De: VLP Financial Advisors
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Welcome to “The Live Greater View” podcast. The official podcast of VLP Financial Advisors. VLP Financial Advisors is an independent, full-service wealth services firm, with over $1.2B in AUA through Cetera Advisor Networks as of 1/31/23, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.

Hosted by Rose Price CFP, AIF, and Chris Mellone, CFA, CFP, AIF. Registered Representatives of and securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

VLP Financial Advisors, 8391 Old Courthouse Road, Suite 203; Vienna, VA 22182. 703-356-4360.


© 2025 The Live Greater View
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Episodios
  • Financial Scams and How to Avoid Them
    Jun 6 2025

    Think it can’t happen to you? Think again. In this eye-opening episode of The Live Greater View, we pull back the curtain on financial scams that are costing people billions—and reveal exactly how you can avoid becoming the next victim.

    Join us as we dive into the deceptive world of fraudsters, with real-life stories and actionable tips that will sharpen your awareness and strengthen your financial defenses.

    In this episode, we explore:

    • The psychology behind why even smart people fall for scams
    • Common red flags in phone, email, and online fraud
    • How scammers are exploiting new technologies (and what to watch out for)
    • Practical steps to verify legitimacy before sharing sensitive information
    • What to do if you or someone you know has been scammed
    • Resources and agencies that can help protect or recover your assets

    Why this matters:
    Whether you're managing your own finances or looking out for loved ones, the knowledge in this episode could save you money, stress, and serious regret. You’ll leave empowered with expert insights and clear actions to spot and stop financial scams in their tracks.

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    25 m
  • Retiring in a Bear Market
    May 23 2025

    Are you ready for retirement — even when the markets aren't? Welcome back to The Live Greater View, the financial planning podcast by VLP Financial Advisors, where we help you live your best life through all of life's financial ups and downs.

    In today’s timely episode, Rose Price and Dan Lash, both certified financial planners, tackle the crucial topic of retiring during a bear market. Drawing from real client experiences and decades of expertise, they share strategies to help you manage volatility without sacrificing your retirement goals.

    Here’s what you’ll learn in this episode:

    • How to build a resilient retirement plan that can weather market downturns.
    • The critical role of diversification, smart cash flow management, and emotional discipline.
    • Real-world lessons from retirees who succeeded — even during the worst markets.

    This conversation offers practical advice, expert insight, and plenty of encouragement for anyone worried about retiring in uncertain times.

    Don't miss this essential conversation on why the right plan — not the right timing — is the key to a successful retirement. Tune in and live greater with confidence!

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    28 m
  • Bonds 101: The Beginner’s Guide to Smarter Investing
    May 9 2025

    Welcome to Live Greater View—the podcast where we break down big financial ideas into clear, actionable insights so you can live with more confidence, clarity, and freedom.

    In today’s episode, we’re diving into the world of bonds—what they are, how they work, and why they matter more than you think. Whether you're a beginner or just need a refresher, this episode is packed with practical wisdom to help you make smarter investment decisions.

    Here’s what we cover:

    • What exactly is a bond—and how does it differ from stocks?
    • The different types of bonds: government, corporate, and municipal
    • How interest rates impact bond prices (and what that means for your returns)
    • Key terms like yield, maturity, credit risk, and diversification
    • When and why bonds might be a strong addition to your investment portfolio


    What’s in it for you? You’ll gain a solid foundation in bond investing, understand the role they can play in managing risk and creating stable income, and walk away better equipped to build a balanced portfolio.

    Bonds might not be flashy—but they’re powerful. Don’t miss this essential episode that brings clarity to one of the most reliable tools in the financial world. Hit play and start building your greater view today.

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    28 m
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