Episodes: 65
Frequency: Irregular
Rating: 3.5/5.0
Estimated listeners: < 100
Listener location: USA
YouTube: 6.8k subscribers
Publicly listed emails
admin@attleborowealth.com
mbyelich@attleborowealth.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Mark Byelich - Certified Financial Planner with more than 20 years of experience helping people prepare for retirement, with a focus on tax-efficient planning strategies.
David McKnight - Roth Conversion Mistakes, Bonds, Life Insurance In Retirement Planning, Future Taxes, And The Value Of Financial Advisors.
Andy Ives - Net Unrealized Appreciation And Potential Tax Savings In Retirement Planning.
Investment & Market Update with Lidia Amodei, Chief Investment Officer
October 14, 2026
Join me and our Chief Investment Officer, Lidia Amodei as we discuss the market returns for 2026 and outlooks for 2027. Visit our website: https://www.attleborowealth.com Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offer...
Federal Gift Tax Explained | The Financial Focus
October 06, 2026
Confused about the Federal Gift Tax? You’re not alone. Questions about who pays the tax, how much it costs, and when you actually have to file with the IRS are extremely common. The good news? The rules are much simpler than most people think—and chances are, you will never owe a single dollar in gift tax. In this webinar, we break down everything you need to know about the Federal Gift Tax in plain, easy-to-understand language. In this video, you’ll learn: ✅ Who Pays: Does the person givin...
Important Updates about Social Security and the National Debt! | The Financial Focus
September 26, 2026
Two updated reports came out in the last 10 days. First was the Penn Wharton update to their 2023 Budget Model discussing the National Debt and the risk to our economy and to your retirement. https://budgetmodel.wharton.upenn.edu/p/2026-06-16-effective-tariff-rates-and-revenues-updated-june-16-2026/ Second, is the release of the Social Security and Medicare/Medicaid Trustees report. https://www.ssa.gov/OACT/TRSUM/index.html These important documents tell us vital information a...
Not a Guru: Real Financial Education with Mark Byelich, CFP® is hosted by Mark Byelich. Its publicly listed emails are admin@attleborowealth.com and mbyelich@attleborowealth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed emails for Not a Guru: Real Financial Education with Mark Byelich, CFP®: admin@attleborowealth.com and mbyelich@attleborowealth.com.
Podseeker estimates Not a Guru: Real Financial Education with Mark Byelich, CFP® reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.
Not a Guru: Real Financial Education with Mark Byelich, CFP® typically books working professionals with real expertise. Typical guest background: Practical expertise in retirement planning, IRA or tax strategy, or authorship of financial education books. Common among recent guests: Professional credentials in financial planning or retirement accounts; Experience translating financial topics into practical guidance; Authorship of books on personal finance or retirement. Recent guests include David McKnight and Andy Ives.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
Recent episodes cover Finance, Retirement Planning, Retirement Income, Tax Planning, and Social Security. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
admin@attleborowealth.com
mbyelich@attleborowealth.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Try us risk free with a FREE 3 days trial.
Join hundreds of PR teams using Podseeker to pitch and land bookings