Financial Management | It’s Not Just Money, It’s Life™

In this episode, financial experts Beth and Matthew Blecker discuss the similarities between managing your physical and financial fitness.

Listen in as Matt leads the discussion by emphasizing the importance of goal-setting, planning, and discipline in achieving success in both areas.

Together Matt and Beth share insight and strategies about staying equipped with the right financial products to help you stay disciplined, create a plan, and overcome financial obstacles.

Beth and Matt discuss:

How to stay disciplined when it comes to financial fitness even when “life” happens
The most important financial products needed for long-term financial success
Why you should get umbrella insurance
The importance of a healthcare proxy for your children
And more!

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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

It’s Not Just Money, It’s Life™

Tag Archives: Financial Management

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