Unlocking Your Financial Future Podcast
Welcome To Our Podcast
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.
Do you want to save more in the new year? Is your emergency fund set up? Join us today as we discuss savings goals for 2022 and how you can reach those goals.
What we discuss on this episode:
0:39 – New year planning
1:45 – Having a written plan
2:16 – A changing plan
2:39 – Where to start saving
3:50 – Why a budget is necessary
4:23 – Being truthful with your budget
5:16 – Planning for an emergency fund
6:14 – Investing in the market first
7:28 – Where to invest next
8:31 – Looking outside employer accounts
9:46 – Highlighting an end goal
11:23 – Saving in 2022
Read More: https://www.baschrock-fg.com/podcast/
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Episode Show Notes
Ep 54: Five Outdated Financial Strategies
Just like technologies change and become outdated, so do some retirement planning strategies. Let’s look at five financial strategies that have become obsolete.
Ep 53: Common Housing and Retirement Questions
Clients often ask us about their house (or houses) and how they fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
Ep 52: Mailbag: Second Marriages, Life Insurance and the Rule of 100
How do I handle finances in a second marriage? Should I cash out my old life insurance policies? Is the Rule of 100 a good thing? Let’s dive into the mailbag and answer these and other questions.
Ep 51: Why Living Long Can Be Risky Financially
We all want to live a long life, but that can be risky financially. On this week’s episode of Unlocking Your Financial Future, Ben explains the risks and why it’s an awkward conversation to have with clients.
Ep 50: 5 Ways to Ruin Retirement
You’ve heard advice about how to improve your finances and prepare for retirement, but what about mistakes? On this week’s episode of Unlocking Your Financial Future, Ben shares five ways you could be ruining your retirement.
Ep 49: Ben & Kaitlin Schrock on Marriage, Business and Family Traditions
What’s it like to work with your spouse? That’s the number one question Ben and Kaitlin get. On this week’s episode of Unlocking Your Financial Future, get to know more about Kaitlin and how she keeps the family business organized and running smoothly.
Ep 48: How Complex Should Your Financial Plan Be?
If you visit a financial advisor, how complex should your plan be? Is a one-page plan too simple? Is a 50- to 100-page plan too much? We’ll explain how much detail you should expect in your financial plan.
Ep 47: Market Crash Survival Guide
When the market crashes, it’s normal to feel panicked. But we’re here to help you build confidence and get through these tough times with a five-step market crash survival guide.
Ep 46: Handling Finances After the Death of a Spouse
It’s a somber topic that no one likes to think about, but it’s important to have a financial plan in place if your spouse dies. Our team can help you with those sensitive, difficult conversations so money is the least of your worries if your loved one passes away.
Ep 45: Meet Our New Advisor, Dan Oaklief
Meet our team’s newest financial advisor, Dan Oaklief. Find out how he has reenergized and motivated our team and how he’ll be helping our clients.
How do you want to retire?
Not feeling confident about your retirement?