Wisdom and Wealth

Hosted by Frank Astorino

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Mar 2025

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About the show

Welcome to Wisdom and Wealth, where we explore a variety of wealth management topics! Featuring Frank Astorino, President of the Astorino Financial Group, Inc., we're highlighting the very strategies, solutions, and conversations that Frank is having with his clients on a regular basis. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. We hope you find this show to be insightful and beneficial to your financial well being. Thanks for joining us and enjoy the show!

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24 recent

March 19, 202524 min

Leveraging a Team of Highly-Skilled Professionals

In this episode of Wisdom and Wealth , we welcome Garrett D'Alessandro, CEO of Archlight Wealth Management, for an insightful conversation on the power of collaboration in financial planning. Managing an estate comes with a complex web of financial considerations, and Garrett shares how leveraging a team of highly skilled professionals can help you navigate these challenges with confidence. From tax strategies to investment management and estate planning, we explore why a well-rounded team approach can be the key to long-term financial success. Tune in for expert insights that can help you make informed decisions and secure your financial future. Chapters: 0:00 - Introduction 1:50 - Garrett's background in the financial sector 5:39 - The value Garret brings to the table 11:07 - Archlight's investment philosophy 18:03 - AI's influence on the financial sector 21:50 - How to get in touch with Frank's team 22:53 - Closing remarks

February 5, 202533 min

Economic Outlook for 2025

In this episode of Wisdom and Wealth , we're joined by Garrett D'Alessandro, CEO of Archlight Wealth Management, to break down the key economic factors shaping the U.S. in 2025 following the inauguration of President Trump. From interest rates and inflation to market trends and policy shifts, we explore what investors and business leaders need to watch in the months ahead. How will fiscal policies, regulatory changes, and geopolitical dynamics influence economic growth? And what strategies can individuals and institutions adopt to navigate potential risks and opportunities? Tune in for an insightful discussion on the future of the economy and what it means for your financial well-being. Chapters: 0:00 - Introduction 5:30 - Four big campaign communications 10:29 - The market's short-term outlook 17:54 - Tariffs and their impact on investments 24:54 - Key takeaways 30:30 - How to get in touch with Frank and his team 31:40 - Closing remarks

May 9, 202438 min

Navigating Family Dynamics and Gaps in Financial Literacy

In this episode of Wisdom and Wealth, we delve into the intricacies of family dynamics and the critical need for enhanced financial literacy. Our guest, Dr. Teri Rouse, an Early & Behavior Interventionist Consultant & Speaker, joins us to shed light on the challenges that families encounter in today's complex financial landscape. Dr. Rouse brings a wealth of experience and insight into the discussion, highlighting the various dynamics at play within families and how they intersect with financial decision-making. From differing attitudes towards money to the impact of upbringing and cultural influences, Dr. Rouse offers valuable perspectives on navigating these complexities. Moreover, we explore the pervasive gaps in financial literacy that persist across generations and socioeconomic backgrounds. Listen, as Frank and Dr. Rouse shares strategies for addressing these gaps, including proactive education and communication within families. Chapters: 0:00 - Introduction and overview on the topic of the show 3:04 - The challenges facing a family unit in today's day and age 5:48 - Vast innovations has changed the way a family operates 9:47 - Our financial independence was cultivated through hard work 12:13 - The gaps in financial literacy throughout our country 17:43 - How financial literacy is addressed through the public education system 23:45 - Ryan's personal story of saving to purchase an experience, not an object 30:54 - Parents need to instill values at an early age 34:52 - Exciting endeavors Dr. Teri is working on to help parents resolve conflict 36:33 - How to get in touch with Frank and his team 37:20 - Closing remarks

April 30, 202420 min

Don't Let These Financial Surprises Trip You Up!

Financial surprises can creep up on even the most organized people, causing everything from minor annoyances to major issues. On the latest episode of Wisdom and Wealth, we’re diving into some common financial surprises and how you can take steps to avoid them. We'll provide you with some key takeaways to help optimize your financial world! Chapters: 0:00 - Introduction and overview on the topic of the day 1:14 - There are a variety of negative financial surprises that can arise 3:33 - The transition into retirement and some surprises that can occur 5:56 - How living longer can create financial surprises 7:58 - How prepared are you with your liquidity and insurances? 10:05 - The financial surprises associated with home ownership 12:05 - Asset protection planning and how it can help avoid financial surprises 14:22 - Working with a team of professionals to assist in financial planning efforts 16:57 - How to get in touch with Frank and his team 18:36 - Closing remarks

January 29, 202420 min

Building a Wealth Plan for You!

Each and every wealth plan should be a customized approach to addressing your personal and financial goals in life. Our team at the Astorino Financial Group works with clients to develop a systematized approach to conquering their financial challenges, so they can live a life of significance. In today's episode of Wisdom and Wealth, we're exploring the process of developing a custom wealth plan.

January 19, 202419 min

What is Wealth Management, Really?

On the latest episode of Wisdom and Wealth, we take a deep dive into the world of wealth management as a whole and what it means to the modern day investor. Each and every individual/family should be leveraging a wealth plan that's catered towards their goals for the future. But what does their plan look like and how do they develop it? That's where we come in.

December 20, 202332 min

Succession Planning for Family Businesses

On the latest episode of Wisdom and Wealth, we sit down with hosts Ryan Ruff and Frank Astorino as they discuss succession planning for business owners. The team is hosting a special guest, Edward A. Gramigna, Jr. from #faegredrinker who advises high net worth individuals on structuring, managing and preparing for the transfer of assets with the goal of minimizing estate and income taxes. Learn more about #successionplanning with us today!

December 1, 202311 min

Meet Kevin Astorino!

Welcome back to our #WisdomandWealthPodcast with host Ryan Ruff! We are proud to introduce our newest team member, Kevin Astorino as he discusses his background, his motivation and how he plans to better serve our #AstorinoFinancial clientele.

September 15, 202329 min

Making a Charitable Impact in the World with Write on Sports

On the latest episode of Wisdom and Wealth, we're joined by Mary-Ellen Salamone, of Write on Sports, to discuss charitable giving and its impact on our finances. Mary-Ellen's work through the charitable organization Write on Sports is providing fantastic opportunities to kids and young adults. Join us for a great conversation!

July 20, 202343 min

Navigating the Complex World of a CEO

On the latest episode of Wisdom and Wealth, we venture into the dynamic and multifaceted world of a CEO, exploring the challenges, triumphs, and secrets behind effective leadership at the top of the corporate ladder. We're joined by David Astorino, Senior Partner at RHR International, as we dissect the complexities of the CEO role and gain invaluable insights from seasoned executives and management experts. For more than 20 years, he has been applying his expertise to complex client engagements, helping CEOs and boards of directors successfully drive the human side of transformational change within their organizations. This episode is packed with helpful considerations for our audience, including worthwhile insights from industry experts! Timecodes: 0:06 - Introduction and overview on the topic of the day 1:40 - Why Frank wanted to invite David (his brother) onto the podcast 3:01 - What issues tend to keep CEOs awake at night? 6:25 - The wealth management concerns that CEOs are focused on 7:52 - How CEOs need to navigate a work-life balance and the complexities of running their business simultaneously 12:14 - Frank's work with business owners to discuss life beyond their business 15:55 - The new generation of CEOs and the differing management styles 19:08 - Having values-driven conversations with younger generations 22:52 - CEOs need to become an expert at listening 28:01 - Control what you can control 33:49 - Fees vs. value 37:18 - How CEOs should analyze the cost of improving their business 41:27 - How to get in touch with Frank and David to discuss your concerns as a CEO 42:16 - Closing remarks Connect with Frank Astorino: Website Facebook LinkedIn