HeyJaredThe Clarity Cast
Helpful Conversations on Personal Finance and Financial Strategies
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 8, 2026
- Audience
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- Earliest in this view
- Jul 16, 2026
Latest episodes
The Tax Pillar: Planning for a Lifetime Beyond April 15 (opens the original)
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In this episode of Clarity Cast, Derek DiManno and Brian Villec dive into tax planning—one of the firm's core pillars. Through real client examples, they cover strategies like batching charitable gifts with a donor-advised fund, tax-smart rebalancing, and the case for starting Roth conversions early rather than waiting for RMDs. Their takeaway: great tax planning isn't about the lowest bill this year, it's about coordinating with a client's other advisors to support their goals over a lifetime.
The Clarity Evaluation: Where Compromise Meets Priorities (opens the original)
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Welcome back! In this episode, advisor Derek DiManno and co-advisor Brian Villec continue the Clarity Cast with a new mini-series on financial planning done differently. Instead of starting with the numbers, they start with the why — using Simon Sinek's Golden Circle framework to show how a client's "clarity statement" shapes every plan, investment, and decision that follows. Tune in for a candid conversation on aligning your finances with what matters most.
"The Clarity Filter: Turning Financial Clutter into Focus: (opens the original)
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In this latest of Clarity Cast, Derek DiManno and Brian Villec dig into Step 2 of Flagship Asset Services' financial planning process: the Clarity Builder. It's all about organization—turning decades of scattered accounts and financial info into one clear, usable picture. Tune in as they build on the why from last episode and set the stage for what's ahead.
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