The Clarity Cast
Helpful Conversations on Personal Finance and Financial Strategies
July 16, 2026"The Clarity Filter: Turning Financial Clutter into Focus:
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.
June 9, 2026Navigating the Financial Planning Process
In this episode of The Clarity Cast, host Derek DiManno, CFP® sits down with Brian Villec, CFP® to pull back the curtain on what a true, comprehensive financial planning process looks like. Too often, wealth management is mistaken for a series of disconnected transactions. Derek and Brian break down why an intentional, process-driven framework is essential for protecting your lifestyle and scaling your wealth. From establishing your initial "Why" to building out a stress-tested blueprint, they...
April 29, 2024Considerations for High-Value Assets w/ Derek DiManno and Kelly Juergensen
In the latest episode of The Clarity Kelly Jurgensen of the FC Group joins Derek DiManno of Flagship Asset Services to discuss insurance considerations for high-value assets such as homes, collectibles, and cars. They discuss the nuances of insuring these assets, the difference between regular and private client insurance, and the importance of understanding the terms and conditions of insurance policies. Learn more at https://www.theclaritycast.com or visit https://flagshipassetservices.com
March 5, 2024Navigating Financial Advisor Fit w/ Derek DiManno and Aaron Moore
In this episode of The Clarity Cast, host Derek DiManno is joined by Aaron Moore as they dive into the crucial process of finding the right financial advisor FIT for you. From asking the essential questions like fiduciary status and compensation models to understanding the advisor’s approach and client base, they explore the key considerations for establishing a successful financial advisory relationship. Whether you’re a seasoned investor or just starting your financial journey, this discussio...
Feb. 6, 2024Insurance and Your Financial Planning w/ Brian Villec, CFP®
In the latest episode of The Clarity Cast, brought to you by Flagship Asset Services, Derek DiManno welcomes Brian Villec to explore crucial aspects of long-term care planning to help individuals and families make informed decisions. They delve into the definitions of long-term care and custodial care, highlighting the activities of daily living that may require assistance. The conversation covers the role of insurance coverage, including how policies handle different care settings and the impo...
Nov. 21, 2023Discussing Year End Planning With Joe Catanzaro, CFP®
In this episode of The Clarity Cast, we speak with Joseph A. Catanzaro, CFP® of Ambler, PA about and important topic this time of year: Year End Planning. #ClarityAhead Derek R. DiManno, CFP®, CLU®, CLTC® Founder Flagship Asset Services Investing | Insurance | Retirement | Goals Based Financial Planning