The challenges of owning individual stocks, and how we invest for our clients. Whether you're a DIY investor, or a client of a traditional firm, this episode is a MUST listen.Rick Luchini tarafından oluşturuldu

Today's discussion covers the factors to consider before taking your social security. Listen to how we help clients choose the right age to claim social security benefits. Subscribe on YouTube: https://www.youtube.com/channel/UCbXaSLydoMX7P_kDc5tYmyQ Check out more from Hamilton: https://brandenburgfs.com/…

Thinking of retiring before 65? Don't Miss This One! Today I shed light on Health Insurance in retirement with the help of insurance expert Jocelyn Wolf. We cover how to get affordable coverage before 65, and some pitfalls to avoid now, and after switching to Medicare. Although we mention our local state's exchange, most of these same techniques an…

Today is an important discussion around mindset for any stage of your financial journey. Listen as we discuss finding balance between saving and living, and defining success on your own terms. Enjoy! My guest, Brandon Lovingier, ChFC®, MQFP® aka The Enlisted Money Guy™, has served over 18 years in the Army – including deployments to Iraq and Afghan…

Ohan "The Money Doctor" is a certified financial planner who helps beginner investors navigate their financial challenges. In this episode, he passionately dispels financial myths and underscores the importance of accessible financial education. Listen in as he offers practical tips to those earning six-figure salaries but living paycheck to payche…

Today's episode is all about retirement income planning. I chop it up with Hamilton Brandenburg, a virtual financial planner focusing on helping retirees spend money and save on taxes. If you're doing your own napkin math and considering retirement, this episode will give you a lot to start thinking about. Check out more from Hamilton: https://bran…

Exploring an unconventional approach to financial advice with Aaron Buchner, Financial Planner and owner of Cactus . Aaron discusses balancing living in the moment with future planning. We challenge the traditional emphasis on retirement and building wealth, suggesting that you should prioritize happiness and fulfillment in your work and personal l…

From walking-on at Penn State to being drafted by the St. Louis Rams and now turned CEO, Central Pa's Josh Hull refuses to take no for an answer. Get inspired by this humble, small town guy who continues to overcome adversity by leaning on Family, Mindset and Faith. Listen as we discuss the dangers of attaching your identity to sports and your care…

Your #401k does not manage itself. Sure, there are some automation buttons you can choose from, and it's easy to let 2, 3 maybe even 10 years slip by without giving it another thought. Your 401k will likely become (if not already) your biggest asset. It's what you will rely on to fund the majority of your retirement years. With something that impor…

The world has changed, yet the traditional cold turkey retirement is still mainstream...WHY? What if you could get to the good stuff sooner? How much energy would you have? Would your health improve? Would your relationship with your spouse and children get stronger? Would you, just simply be happier? For many the answer to all those questions and …

In Today's episode I discuss the impact of financial advice before age 50. Why it should be very different than the advice your parents receive, and some things to consider when getting started. Somewhere along the way, Financial Planning became synonymous with Retirement Planning. The truth is, Financial Planning is comprehensive financial advice …

Investor behavior is the number one reason for investment underperformance. In today's episode I discuss a new way to view your investments and how to contextualize your losses (and gains). Having a basic understanding of how you're invested, and WHY you own certain positions goes a long way in making the right decision when times are tough. Not ha…

The retail investor today has access to more investments, free platforms and better tools than advisors did a short 10 years ago. While the data proves that the long term investor is better served with a low cost, well diversified portfolio, why are so many still paying so much for something that can be done for free.? In this episode I discuss a n…

I sat down with Tami Clark, the Executive Director of the Central Pennsylvania Scholarship Fund to uncover a hidden gem for PA tax payers, and especially Small Business Owners. We discuss how this program works, who it is best for and some common misconceptions you may find when doing your own research. If you are a PA resident and love to support …

Too often I see savers and responsible families not know how to distribute those savings back to themselves in a responsible way. The end result is a fear based approach that errs on the side of caution leaving a lot of unspent dollars, and unlived experiences behind. Don't forget about TODAY, when planning for tomorrow.…

Join us for an insightful conversation in the debut episode of 'Advised' podcast! In this episode, host Rick engages in a candid discussion with Medicare expert Jocelyn Wolf. They delve into the world of health insurance, demystifying common misconceptions, sharing valuable insights, and exploring how to navigate the complex landscape of Medicare. …