Feature Image

Episode 27 – Assisting You with Elderly Care Decisions – with Guest Eileen Graham



Deciding to move your parents or loved ones into assisted living can be tough, but when you have help from a professional, these decisions can be made easier. 

Today, Matt DiFrancesco is joined with Eileen Graham, founder of EG Associates Group, as they discuss the work that EG Associates Group does to help families during a time of difficult choices. Eileen talks about the importance of planning so hard decisions do not need to be made last minute. 

In this episode, we will discuss: 

  • The type of services that EG Associates Group offers to clients  
  • Questions that families should consider when need for health care arises 
  • Importance of planning early for health care issues
  • Challenges that families face when a loved one moves into assisted living 
  • And more!

Tune in now to discover how EG Associates Group could assist you in planning for you and your family’s future! 

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Eileen Graham | EG Associates Group FB 


Feature Image

Episode 26 – Our Three Step Review Process



When you work with DiFrancesco Virtual Family Office, we want to be sure that you are always on track with your finances and financial goals. 

Today, Matt DiFrancesco discusses the three step process that he goes through with clients to ensure that they are set up to meet their goals and address any problem areas. Matt gives detail to the importance of going through this process and how he moves clients along it. 

In this episode, we will discuss: 

  • Taking the first step with a financial roadmap  
  • Asking the right questions to uncover your goals for the year 
  • Looking at tax strategies to help with your goals 
  • Including families in the 3 step process
  • And more!

Tune in now to discover what the process of working with DiFrancesco Virtual Family Office looks like and how it can help you!

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco 


Feature Image

Episode 25 – Planning for Your Business and Family Future



When operating a business, do you know when it’s time to start succession planning? How do you know that everyone in your family is being taken care of properly?

Today, Matt DiFrancesco is joined with Jim & Molly Creenan as they discuss the topic of what happens when it comes time to plan for the legacy of your business. The husband and wife duo speak about what they do for their clients at Creenan & Baczkowski when it comes time to plan for the future. 

In this episode, you will learn:

  • The story of Jim and Molly joining together in practice 
  • How to ensure that everyone in your family is taken care of  
  • Who the ideal clients of Creenan & Baczkowski are  
  • Creenan & Baczkowski’s 365 Counsel Plan  
  • And more!

Tune in to discover when you should take your first step toward succession planning and what you can expect when taking that first step! 

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Creenan & Baczkoeski | Jim Creenan | Molly Creenan | 365Counsel 


Feature Image

Episode 24 – Starting 2021 Right Without ‘Head Trash’



The New Year is a time when most people evaluate their lives and look to make changes. If you were asked if you would like to grow your business by 25 to 50% this year, what would your answer be? Now, what if you were asked how you were going to do that?  If you are unsure, do not worry! 

Today, Matt DiFrancesco discusses a topic that he loves speaking about with his clients, to help them get on the right path to reach their goals for the year. In this episode Matt speaks about how you can change your mindset so the resolutions you make in January last all year long! 

In this episode, we discuss and review:

  • Beliefs: what are the truths in your life, and asking the right questions to determine them
  • Values: managing positive and negative emotions, and the triggers that bring them on
  • Self Image: what do you see vs. what do you want to see
  • Internal Dialogue: the conversations in our heads 
  • And more!

Tune in to understand what the different aspects of mindset are and how understanding them can help you achieve your goals for 2021.

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco


Feature Image

Episode 23 – Why It’s Time To Prioritize Your Health – With Emily Mahler



This New Year, think about how you are going to take better care of yourself, because you deserve it!

Today, Matt DiFrancesco joins Emily Mahler, founder of Wellness for Generations, LLC., to talk about how you can lead a healthier lifestyle, and overcome the common challenges that stop you from developing lasting changes!

In this episode, you will learn:

  • How physical, mental and spiritual well-being can affect other aspects of your life, including your finances!
  • Why it’s important for wellness professionals to collaborate to better serve their clients
  • How Emily manages her business while being a wife, and a mother of two
  • Ways in which accountability can push you to remain focused on your wellness journey
  • And more!

Listen to the podcast now to learn how you can create the holistic, healthy lifestyle that you’ve always dreamed of!

Resources: DiFrancesco Virtual Family Office | Top 5 Moves You Must Make White Paper | Emily Mahler on LinkedIn | Wellness for Generations Website | Wellness for Generations on Facebook | Wellness for Generations on Instagram


Feature Image

Episode 22 – Advanced Business Planning Strategies – with Guest Kate Seastone



A better financial business strategy can set your business, your employees, and your family up for a successful future. 

In this episode, Matt DiFranceso is joined with guest Kate Seastone, as they uncover how business planning and business strategies can get you on the right path to reaching your goals toward retirement. 

In this episode, you will learn:

  • Kate’s journey to finding her niche in advanced business planning 
  • The benefits of implementing one of Kate’s strategies into your business 
  • How Kate’s strategies might compliment pre existing plans of business owners
  • Challenges Kate faces while being a business owner and a mom and how she overcomes those
  • And more!

Tune in now to learn how Kate’s advanced business strategies might benefit you as a business owner, and what these strategies might look like in action.

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Kate Seastone 


Feature Image

Episode 21 – A Guide To Developing Team Culture Within Your Family



In a family business, it is important to develop a team-oriented mindset in order to achieve success

In this episode, Matt DiFranceso uncovers the importance of building family culture and team dynamic when it comes to running a successful family business. He illustrates a pyramid when guiding you through the process from bottom to top into achieving phenomenal family structure and trust. 

In this episode, you will learn:

  • How to build trust and enable vulnerability within family discussions
  • The fear of conflict and artificial harmony
  • The importance of staying committed to your goals as a family 
  • How the lack of accountability lowers standards
  • And more!

Tune in to learn how you can transform your family into a team by captivating and establishing a strong family culture! 

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Episode 17 | Episode 18 | The Five Dysfunctions of a Team – Patrick Lencioni 


Feature Image

Episode 20 – Women as Leaders in Business — With Guests Amy Bradley, Beth Walker and Britt Schroeder, Part 2



Female entrepreneurs: are you looking for inspiration to start your own business? 

In this episode, Matt DiFrancesco and guests Amy Bradley, Beth Walker and Britt Schroeder discuss the growing interests of younger generations to pursue entrepreneurial opportunities, as well as share several insightful statistics about the increasing participation of women in different industries.

In this episode, you will learn:

  • How younger generations can step into the business world early in their life
  • The unique skill sets and characteristics that women bring to the table 
  • Ways in which several women have established businesses in non-traditional, male-dominated industries
  • How you can seize the opportunities that are out there, as well as create your own opportunities
  • And more!

Tune in to learn how women can be successful in the business world!

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Cambria Regional Chamber of Commerce | Amy Bradley | Center for College Solutions | Beth Walker | FranChoice 


Feature Image

Episode 19 – Women as Leaders in Business — with Guests Amy Bradley, Beth Walker and Britt Schroeder, Part 1



Historically, business has been a “man’s world” but women are making leaps and bounds to break the glass ceiling to become leaders and titans of business and industry. 

In this episode, Matt DiFrancesco is joined by Amy Bradley, Beth Walker and Britt Schroeder, leading female entrepreneurs with experiences in various industries. They discuss several opportunities and challenges that women face in the ever-changing business world.

In this episode, you will learn:

  • About the growing participation of women in new businesses, the franchise world and the financial services industry
  • The power of having your own business which can enable you to put more focus on your work-life balance
  • How you can overcome the fear of losing what you have to pursue your inner passion
  •  And more!

Tune in now to listen to the experiences of several women who have found success in the business world! 

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Cambria Regional Chamber of Commerce | Amy Bradley | Center for College Solutions | Beth Walker | FranChoice 


Feature Image

Episode 18 – How To Build a Successful Business Plan



Take a minute to answer this question –  If retirement was not an option, how would your life and business be different? 

In this episode, Matt DiFrancesco emphasizes the importance of creating a business plan as it will allow you to envision your goals for your business, and what you want out of life. He shares two life-changing experiences that will inspire you to build and develop your business plan.

In this episode, you will learn:

  • Why the first step in building a business plan is to formulate a vision
  • How a change in environment can help you achieve a successful business plan
  • Two life-changing client stories 
  • And more!

Tune in now to discover how you can create a successful business plan

Resources: DiFrancesco Virtual Family Office