Shows / Plan. Protect. Invest. — A Sgroi Lawley Podcast
Plan. Protect. Invest. — A Sgroi Lawley Podcast
Founded in Western New York in 1971, Sgroi Lawley Group LLC is an independent financial planning group helping individuals and families navigate financial decisions with confidence through a comprehensive, full-service approach.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sgroi Wealth Advisory, a registered investment advisor. Sgroi Wealth Advisory and Sgroi Lawley Group LLC are separate entities from LPL Financial. The opinions voiced in this…
Episodes
Plan. Protect. Invest. — A Sgroi Lawley PodcastUnderstanding Market Volatility and Economic Trends
In this episode of Plan. Protect. Invest., hosts Matthew McAnulty, Hayden Mumbach, and Matthew Clouden are joined by Vincent Scarsella, Director of Research &…
Plan. Protect. Invest. — A Sgroi Lawley PodcastPlanning For Your Child’s Financial Future
How can you start investing for your child’s future? In this episode of Plan. Protect. Invest., Hayden and Matt explore several investment and savings options…
Plan. Protect. Invest. — A Sgroi Lawley PodcastUnderstanding 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…
Plan. Protect. Invest. — A Sgroi Lawley PodcastUnderstanding 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…
Plan. Protect. Invest. — A Sgroi Lawley PodcastUnderstanding Medicare Insurance
Healthcare is an important part of preparing for retirement, and understanding Medicare insurance can help make the transition less overwhelming. In this…
Plan. Protect. Invest. — A Sgroi Lawley PodcastWhat 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…
Plan. Protect. Invest. — A Sgroi Lawley PodcastWhat 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…
Plan. Protect. Invest. — A Sgroi Lawley PodcastEssential Tips for a Smooth Filing Season
In this episode, we discuss what you can still do before the tax deadline, including last-minute strategies to help make filing season smoother. We cover key…
Plan. Protect. Invest. — A Sgroi Lawley PodcastWhen is it Time to Talk to a Financial Planner?
In this episode, we discuss key moments on when it's advisable to reach out to a financial planner, such as marriage, divorce, retirement, starting a business…
Plan. Protect. Invest. — A Sgroi Lawley PodcastSetting Your 2026 Financial Plan: A New Years Check In
Welcome to our second podcast episode. Today, we take a look at what to review as you set your 2026 financial plan. The conversation focuses on key areas to…
Plan. Protect. Invest. — A Sgroi Lawley PodcastOne Big Beautiful Bill
Welcome to our first podcast episode! Today, we’re breaking down the One Big Beautiful Bill and taking a deep dive into what it means for individuals and…