Real Financial Conversations for Every Stage of Life

Financial decisions can be complicated. Understanding your options should not be.

Business Casual is a personal finance podcast hosted by financial professionals Shane Stelma and Keith Smith of Alliance Financial Group. Each episode turns complex financial topics into straightforward, relatable conversations designed to help you ask better questions and make more informed decisions.

Because Your Financial Decisions Are Connected

Your cash flow affects your ability to save. Your debt can influence when you invest. Your protection decisions can determine how well your financial plan holds up when life changes. Preparing for retirement involves more than reaching a certain account balance.

Business Casual explores how these decisions work together. Shane and Keith challenge one-size-fits-all financial advice, explain the tradeoffs behind common strategies, and discuss how different choices may affect your life today and in the future.

Chelsea Davis

With over ten years of tax experience, Chelsea takes a comprehensive approach to financial planning — combining tax expertise with personalized strategies to help clients navigate key decisions and reach their long-term goals.

Erin Fusco

Erin Fusco is a Financial Professional with 20+ years of banking experience, helping individuals, families, and business owners protect what they’ve built and prepare for the future.

Contact via eBusiness Card

A Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS. PAS is a member FINRA, SIPC. CA Insurance License #4100687

Start the Conversation

Watch the latest episode on YouTube or listen to Business Casual on Spotify and Apple Podcasts.

Have questions about your own financial situation? Connect with a financial professional at www.afgfl.com.

At Alliance Financial Group, we protect and provide for what you care about most.

Meet Your Hosts

Shane Stelma and Keith Smith are financial professionals with Alliance Financial Group. Together, they bring real-world experience, different perspectives, and an approachable style to conversations about money.

They are not afraid to disagree, challenge popular financial advice, or admit when the right answer depends on the person. That honesty is what makes Business Casual practical, entertaining, and relevant to real life.