Retirement should be worry free. But in most cases, many people feel under financial pressure when approaching those retirement years.
So how do you determine how much you need when you retire to live the life you want?
In this episode, Beth Blecker talks about how to prepare for a retirement that fits your needs, and wants, for both spenders and savers. Beth will share some of the biggest mistakes, and gives you guidance on how to prepare for the retirement of your dreams.
Beth discusses:
What pensions are and what to do if you don’t have a pension
Positives and negatives of Social Security
Why moving to a cheaper state for many entering retirement is the best financial decision
What age most people start seeking advice vs when you should start seeking retirement advice
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
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
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.
