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.
In the month of August, Ben and Kaitlin celebrated 10 years of marriage and 11 years of BA Schrock Financial Group being open. It’s easy to say that it was a month of celebration! Listen in as they reflect on a decade of marriage and over 11 years in business.
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Here are some key takeaways from this episode:
- Embracing Risk: Ben and Kaitlin share how the early days of starting their business were marked by taking risks and believing in their vision, despite uncertainties.
- Building a Supportive Team: Kaitlin and Ben discuss how adding team members has been a significant step for their business. Each team member’s dedication and passion contribute to a collaborative and supportive work environment.
- Continuous Learning: Ben emphasizes the importance of staying curious and consistently advancing one’s knowledge in the financial industry to provide the best service to clients.
- Celebrating Milestones: Over the years, BA Schrock Financial Group has celebrated achievements like becoming an RIA, surpassing $100 million in assets under management, and renovating their office space.
- Balancing Family and Business: Ben and Kaitlin discuss the rewards of working together as a married couple. They find inspiration in their clients’ successes and use their experiences to keep pushing forward, even on tough days
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 For more, visit us online: https://baschrock-fg.com/
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Episode Show Notes
Celebrating a Decade of Marriage and 11 Years In Business
In the month of August, Ben and Kaitlin celebrated 10 years of marriage and 11 years of BA Schrock Financial Group being open. It’s easy to say that it was a month of celebration! Listen in as they reflect on a decade of marriage and over 11 years in business.
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.
Chatting with Realtor Amanda Ondrey: The State Of The Real Estate Market (Part 2)
Today, we have Amanda Ondrey from M.C. Real Estate joining us once again. In our previous segment, we delved into Amanda’s real estate career and her journey as a business owner. In this episode, Amanda talks with us about the current real estate market and addresses some common concerns and questions about buying and selling in this environment.
Chatting with Realtor Amanda Ondrey: Building An All-Female Team (Part 1)
Today we have the pleasure of sitting down with Amanda Ondrey of M.C. Real Estate. In part one of this two-part episode, Amanda, renowned for her all-female team, shares her real estate journey with us- from being mentored herself and surviving the 2008 market crash to establishing herself as a successful realtor.
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.
Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1)
Today we are glad to welcome Joel Cavanaugh to the podcast. Joel is a partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC and handles a wide array of cases in the areas of Estate planning. In this two-part episode, Joel will discuss his journey as an attorney and business owner and will answer your questions about Estate planning.
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.
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.
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.
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.
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