Tag Archives: Eastern Planning

FEATURE

What It’s Like Working With Eastern Planning (Ep.3)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , , , , ,

Everyone wants clear and trusted guidance when it comes to creating a smart financial plan that is designed to work with your future goals.

Where do you start? Well, look no further!

In this episode, Beth and Matt Blecker talk about the process of becoming a client at Eastern Planning and how they determine a personalized financial plan for their clients. 

Beth and Matt discuss: 

  • What to expect during your first contact with Eastern Planning
  • What is involved during their first three appointments
  • How they determine the type of financial support a clients needs
  • How they stay connected to their clients while hosting fun events
  • And more

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FEATURE

Getting to Know, Matt Blecker CFP, CFA, MBA (Ep.2)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , , , , ,

As you enter retirement, you want to be sure the professionals handling your finances, and helping advise you on making major financial decisions, have the best interest for you at heart.

In this inaugural episode, Matt Blecker CFP, CFA, MBA, shares his story on how he became a financial planner and created Eastern Planning with his mother Beth Blecker. Also, learn why he strives towards completing a secure and beneficial financial plan for each of his client’s retirement.

Matt discusses: 

  • His ideal client and how Eastern Planning uses minimal marketing efforts while still achieving their desired level of success 
  • How he is able to provide full service financial planning
  • His proudest achievements and words of advice to you
  • And more 

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About Our Host: 

Matt Blecker CFP, CFA, MBA, specializing in portfolio management and IRA distribution planning, Matt applies his strong analytical skills and diligent research to developing customized portfolios for each client. Along with investment, IRA distribution, retirement and tax planning advice, he guides clients in managing their behavior more effectively in order to maximize the benefits of investing in a diversified, long-term oriented portfolio.

Matt is known for his dedication to educational excellence—most notably his CFA® charter, CFP® certification and M.B.A. from Columbia University Business School, renowned for its value investing expertise and graduates such as Warren Buffett and Mario Gabelli. He earned his Bachelor of Science in Insurance from Pennsylvania State University.



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FEATURE

Getting to Know, Beth Blecker (Ep.1)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , , ,

Money can bring up many emotions. 

But when you have a structured plan in place and a team behind you working for your finances, things can be a lot easier.

In this inaugural episode, Beth Blecker, chief executive officer of Eastern Planning, Inc,  introduces herself, and shares information about the company, and gives you a view of what to expect from this new podcast series! 

Beth discusses: 

  • How she started Eastern Planning in 1995
  • The details of what her book ‘It’s Not Just Money, It’s Life™’ is all about
  • The education she provides her clients
  • Insights into who she is outside of the office
  • And more

Resources: 

Connect with Beth Blecker:

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About Your Host:

Drawing upon her many years of experience in retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their retirement years or in times of transition with proactive financial strategies. She understands that it’s not just your money, it’s your life and works towards helping establish financial balance.

 

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