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Ep 33: Coronavirus Market Update – CARES Act, RMDs, & Volatility

by Becca Mack | May 7, 2020 | Podcast

The Setup: As we begin the third month of the health crisis, Ben gives us an update on what he’s seen from the market in recent weeks, the provisions of the CARES Act clients are paying attention to, and what he thinks about volatility moving forward. [spp-player url...

Ep 23: Mailbag Time! Life Insurance, Company Stock, & Retiring Early

by Becca Mack | Feb 20, 2020 | Podcast

The Setup: It’s another mailbag edition of the show and we’re covering five different topics that you’ve been asking about. From company stock to old life insurance policies to hitting seven figures in your portfolio, it’s a wide range of retirement conversations but...

Ep 18: Retirement Checklist, Pensions, & More Mailbag Questions

by Becca Mack | Jan 9, 2020 | Podcast

The Setup: Before we start up a new financial series, Ben’s going to open up the mailbag and answer a few questions from listeners that address retirement checklists, military pension benefits, and consolidating all of those retirement accounts you own. [spp-player...

Ep 13: 401k Investing and IRA Volatility + Other Listener Questions

by Becca Mack | Dec 5, 2019 | Podcast

The Setup: We’ve been hearing from a number of listeners who have sent in questions on a wide range of topics so we decided to dedicate an entire episode to answering as many as we can. From rental properties to fees and commissions to 401k company investing and more,...

Ep 8: The Risks Savers Face: The Tax Time Bomb – Part 3

by Becca Mack | Oct 24, 2019 | Podcast

The Setup: Part 3 of our series on savers and the missteps they can make in planning, we turn to the dreaded topic of taxes. As you save and invest for your future, are you considering the tax time bomb that could be looming down the road? What about strategies that...
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Contact Us

Phone: 330-473-1060
Fax: 330-334-0808
Email: info@baschrock-fg.com

Connect

Facebook
Linkedin
Client Login

Office Hours

Monday – Friday
8 a.m. – 5 p.m.

Our Location

131 College St
Wadsworth, OH 44281
Get Directions

Business Award
Best Hometown Award
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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