fbpx

Unlocking Your Financial Future Podcast

With Ben Schrock

Welcome To Our Podcast

Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. This podcast will help you learn important financial concepts that allow you to retire with confidence.

Subscribe On Your Favorite App

APPLE LOGO
Spotify
Google Podcast
Amazon Music
Stitcher
Tune In

Episode Show Notes

Your TD Ameritrade – Charles Schwab Transition Questions Answered

In today’s episode, we’re diving into the impending transition from TD Ameritrade to Charles Schwab and what it means for our clients. As the big announcement of the acquisition/merger can feel overwhelming, we are here to provide clarity, answer your questions, and provide guidance on what to anticipate.

read more

Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)

We are back with Joel Cavanaugh, partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC, for this episode. Joel handles a wide array of cases in estate planning and has a wealth of knowledge to share with us today. In part one of this two-part episode, we got to know more about Joel and talked about the ins and outs of running a business. In part two, Joel will answer your estate planning questions.

read more

Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2)

Today we are excited to be back with Dan Oaklief, RICP®, CPFA, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social security planning. In part two of this two-part episode, we’ll talk about the impact of the current market on retirement planning and touch on some financial spring-cleaning tips.

read more

Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)

Today we are excited to be joined by Dan Oaklief, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social security planning. In part one of this two-part episode, we’ll unpack some of the common questions Dan receives from clients about financial planning.

read more

Ep 106: How Retirement Changes Impact Finances (Part 2)

In this episode, we’re spending some time with BA Schrock’s Colleen LeMasters, CFP® to share our process for helping and assisting clients when the face these significant changes that disrupt life and retirement. This is a conversation that we can approach from multiple angles so we’ve broken it out into two parts. Now we’re going to turn our attention to the retirement aspect of this conversation and the changes that often happen to people around this time.

read more

Ep 105: How Life Changes Impact Finances (Part 1)

In this episode, we’re spending some time with BA Schrock’s Colleen LeMasters, CFP® to share our process for helping and assisting clients when the face these significant changes that disrupt life and retirement. This is a conversation that we can approach from multiple angles so we’ve broken it out into two parts. In this part one, we’re going to talk about these life changes from a non-retirement perspective.

read more

How do you want to retire?

Not feeling confident about your retirement?

 

Schedule a 15 minute introduction call and find out how you can unlock your financial future. 

Or give us a call at 330.473.1060