Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
Anyone that’s looking for a financial advisor has probably see all the different designations people might have, but it’s tough for anyone outside of the industry to know what everything means. If there’s one you want to pay attention to when it comes to building a plan, it’s going to be the Certified Financial Planner (CFP®) designation.
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Here’s some of what you’ll learn on this episode:
- What was her experience of getting the CFP® designation? (2:24)
- What drove her to get this and why was it important? (4:22)
- Who all can carry the CFP® designation? (6:41)
- How this will improve the work we do and how we can help clients. (8:24)
- Ethics and integrity might be the most important thing about a CFP®. (9:55)
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For more, visit us online: https://baschrock-fg.com/
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Episode Show Notes
Ep 104: What is the Certified Financial Planner Designation?
Anyone that’s looking for a financial advisor has probably seen all the different designations people might have, but it’s tough for anyone outside of the industry to know what everything means. If there’s one you want to pay attention to when it comes to building a plan, it’s going to be the Certified Financial Planner (CFP®) designation.
Ep 103: SECURE Act 2.0 – Retirement Changes You Need to Know About
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up.
Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
Today’s guest is Colleen Lemasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG.
Ep 101: End of the Year Planning Pt. 2
On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.
Ep 100: End of the Year Planning Pt. 1
On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.
Ep 99: Market Updates – Where Are We Headed?
With the year coming to an end, you may be wondering what is in store for us over the next few months, as well as what 2023 with bring. While we can’t predict the future, we can certainly share our estimations of what may be coming.
Ep 98: Navigating Market Volatility (Part 2)
Health and wealth are some of the biggest factors for happiness in our lives. On today’s episode we’re going to focus on the health side of retirement, with our guest Anthony Schrock.
Ep 97: Navigating Market Volatility (Part 1)
If you’re an investor or are thinking about investing, market volatility may be on your mind. Today we will look at some key points that you may be interested in. There are a lot of voices to sort through when it comes to opinions about the market. In this episode, we will try and bring you some clarity so you can make the best decisions for your investment portfolio.
Ep 96: Mortgage Lending Options for Investors (Part 2)
Health and wealth are some of the biggest factors for happiness in our lives. On today’s episode we’re going to focus on the health side of retirement, with our guest Anthony Schrock.
Ep 95: The Benefits to Lending Through a Local Bank (Part 1)
Health and wealth are some of the biggest factors for happiness in our lives. On today’s episode we’re going to focus on the health side of retirement, with our guest Anthony Schrock.
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