Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
The Key Points: Today’s guest is Colleen LeMasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG. In this episode, we will discuss market risk. There has been extreme volatility in 2022, and there is a lot we...Ep 101: End of the Year Planning Pt. 2
The Key Points: Welcome to part 2 of our ‘End of the Year Planning’ mini-series. I’m back with Dan Oaklief, RICP®, CPFA. In this episode, we will be focusing on year-end planning from a retirement standpoint. Some pre-retirees hope to retire early but haven’t...Ep 60: Mailbag – Answering Your Questions About Inheritance, Investing and Income
The Setup: On this episode of Unlocking Your Financial Future, we answer your questions about inheritance, investing, income and much more. https://mcdn.podbean.com/mf/web/hfbdg3/060_-_BEN_SCHROCK_-_MAILBAGbmux1.mp3 Click the timestamps below to skip to a specific...Ep 59: Frequently Asked Questions About 401Ks
The Setup: On this episode of Unlocking Your Financial Future, we answer some frequently asked questions about 401Ks. https://mcdn.podbean.com/mf/web/pf7ikp/059_-_BEN_SCHROCK_-_401K_FAQaknj1.mp3 Click the timestamps below to skip to a specific topic in the episode....
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