Lou Melone financial planner Press kit
Melone Private Wealth Press Kit
Reasons to Contact Melone Private Wealth
- Request an interview (print, tv, radio, podcast, blog)
- Request to quote Lou, Branden or the website
- Request a speaking appearance
Financial Planning Topics for Your Audience
- Financial Planning
- Behavioral Investing
- Retirement Planning
- How to Choose an Advisor
- Why are people hardwired to fail when it comes to investing?
- Secrets the financial planning industry doesn’t want you to know.
- What is investor behavior? And what does the latest research tell us about human nature and
investments? - How to prepare for the next Bear Market.
- The 8 Behavioral Investment Mistakes People Will Make & How They Can Avoid Them
- Dividends vs Interest: Defining Retirement Income for Your Clients.
- Are Your Clients Afraid of Market Volatility or Market Risk? Do they know the Difference?
- Innovation and Transformation in Financial Planning: What’s New & Why it Matters
- Understanding the Types of Retirement Plans for Closely Held Businesses
Contact Melone Private Wealth
- Email: lmelone@melonewealth.com
- Phone: 248-499-8704
Melone Private Wealth Team Thought Leadership

The Book: Unpack Your Financial Baggage by Lou Melone, CFP®
For up to sixty years you have been packing your suitcases—unconsciously— with inaccurate and unclear financial strategies and decisions. As you visualize your next thirty years, you have finally come to a realization that hits almost everyone at this point in life: it is time to repack my financial baggage to ensure our future; otherwise, my family and the generations thereafter will never get to where they want to go.

The Podcast: Unpack Your Financial Baggage, Conversations with Lou Melone, CFP® Con
DBusiness editor RJ King and Lou Melone, CFP® discuss the fundamentals of behavioral investing in episode one.
This new 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.

Authority Magazine
5 Things To Look For When Hiring a Financial Planner or Financial Adviser with Lou Melone and Tyler Gallagher

Authority Magazine
The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company - an Interview With Jason Hartman

Authority Magazine
5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone - an interview with Beau Henderson

Civic Center TV Interview
Finance Expert Discusses The Increasing Financial Challenges of COVID-19

Civic Center TV Interview
Years of experience have prepared us to guide you through your life transitions.

Civic Center TV Interview
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Sales & Cigars: Building Trust with Branden Carney, CFP®
Branden has appeared on the Walter Crosby Podcast Sales and Cigars. His episode is Building Trust with Branden Carney. During the podcast Branden covered:
- Building trust with your clients.
- The variables that might affect your retirement plans.
- The financial industry is all about planning.
Links to Podcast

Authority Magazine
Jason Hartman's Investing During the Pandemic Series
Excerpt from Branden's Interview:
My first piece of advice to everyone is turn off the news, especially as it relates to the financial markets. Unfortunately, there is never anything good that comes from the ongoing news cycle today. Most of the time, especially as it relates to the financial industry, they are just feeding you the next apocalypse “de jure” that is going to “take down the markets”.
Clients trust Melone Private Wealth’s financial planners because they provide peace of mind while protecting and growing wealth
Audiences Who Listen to Melone Private Wealth's Financial Planning Team

Accountants
Michigan Association of CPAs (MICPA) featured speaker

High-Net-Worth Families
Develops financial plans for their retirement, desired charitable gifting, and legacy planning for heirs

Businesses
Lou helps with retirement plans for teams and owner operator's financial plans
Melone Private Wealth's Financial Planners

Lou Melone CFP®
Lou helps clients answer two questions: 1) Will I have enough money to retire and 2) will I have enough money to retire comfortably?

Branden Carney, CFP
Branden helps clients answer two questions: 1) Will I have enough money to retire and 2) will I have enough money to retire comfortably?

2023 Winner of Five Star Wealth Manager*
Years of experience have prepared us to guide you through your life transitions.
*"The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance."