by Sgroi Lawley Group LLC | Aug 27, 2026 | Investing and Financial Planning, Podcast, Sgroi Financial News
Understanding Personal Insurance: Coverage, Risk & Financial Planning In this episode, we’re joined by Julie Dibb, Personal Insurance Account Executive at Lawley Insurance, for a conversation about personal insurance and how it may fit into an overall financial...
by Sgroi Lawley Group LLC | Jul 31, 2026 | Investing and Financial Planning, Podcast, Sgroi Financial News
Understanding 403(b) Plans and Supporting Educators Through the Pencil Project In this episode of Plan. Protect. Invest., we discuss 403(b) retirement plans and considerations for educators as they plan for retirement. Topics include how 403(b) plans work, the...
by Sgroi Lawley Group LLC | Jul 1, 2026 | Investing and Financial Planning, Podcast, Sgroi Financial News
Understanding Medicare Insurance Healthcare is an important part of preparing for retirement, and understanding Medicare insurance can help make the transition less overwhelming. In this educational episode of Plan, Protect, Invest we’re joined by Michele Luthi,...
by Sgroi Lawley Group LLC | May 21, 2026 | Investing and Financial Planning, Podcast, Sgroi Financial News
What Should Business Owners Consider When Planning for Retirement? In this episode, we are joined by Summer McKellar as we discuss retirement planning strategies for employers, the importance of preparing early for retirement, and how offering retirement benefits can...
by Sgroi Lawley Group LLC | Apr 29, 2026 | Investing and Financial Planning, Podcast, Sgroi Financial News
What Should Business Owners Consider Before Selling Their Business? In this episode, our team breaks down key considerations including valuation, tax planning, and succession strategies to help support a smooth transition and long-term planning goals. Listen to our...
by Sgroi Lawley Group LLC | Mar 25, 2026 | Investing and Financial Planning, Podcast, Sgroi Financial News
Essential Tips for a Smooth Tax Filing Season In this episode, we discuss what you can still do before the tax deadline, including strategies to help make filing season smoother. We cover key opportunities around tax-efficient investing, capital gains, and the...
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