The Melone Private Wealth Difference
Your Plan. Your Life. Your Goals. Our Guidance.
Our business model, our framework for planning and view on client relationships is different from many advisory firms. Trust is Standard.
Our Client Life Process is a unique blend of advanced technology, behavioral coaching, and a living financial plan that reflects your retirement goals and changes as your life evolves.
Lou Melone, CFP®, CEPA® has been named a Five Star Wealth Manager for the 14th consecutive year.
Lou Melone, CFP®, CEPA® is a Certified Exit Planning Advisor. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.
Episode 6: Behavior and Your Retirement
In the world of behavioral finance, there are common mistakes people make that can impact their financial well-being. Episode six explores nine key behaviors that often lead individuals down the wrong path in their financial decision-making.
These behaviors can be seen as the "nightmare" of mistakes, as they have the potential to wreak havoc on your financial future. Branden Carney, CFP® and Lou Melone, CFP® CEPA® of Melone Private Wealth join RJ King of DBusiness Magazine to discuss.
This financial planning podcast helps answer a fundamental two part question ‘will you outlive your money, or will your money outlive you? …And the answer comes down to having a plan and understanding behavioral investing.