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!

Connect with Eastern Planning:

• (845) 627-8300 
• bblecker@easternplanning.com
• Eastern Planning  
• Schedule A Meeting With Beth Blecker
• LinkedIn: Beth Blecker
• LinkedIn: Eastern Planning   
• Twitter: Eastern Planning  

The SECURE Act 2.0, that stands for Setting Every Community Up for Retirement, is an improved piece of legislation, expanding on the original SECURE Act that was first passed in December 2019. The new rendition of this legislation could have big implications and might change when you are required to take minimum distributions.

In this episode, Beth Blecker is joined by Sarah Brenner, Director of Retirement Education from Ed Slott & Company to talk about the new rendition of the Secure Act 2.0 and how it will affect your portfolio. 

Beth and Sarah discuss: 

• Changes to required minimum distribution age
• The new expansion of savings options
• Some new changes to taxes under this legislation
• And more

Connect with Eastern Planning:

• (845) 627-8300 
• bblecker@easternplanning.com
• Eastern Planning  
• Schedule A Meeting With Beth Blecker
• LinkedIn: Beth Blecker
• LinkedIn: Eastern Planning   
• Twitter: Eastern Planning  

Connect with Sarah Brenner:

• Ed Slott & Company: Sarah Brenner

About Our Guest: 

Sarah has worked for almost twenty years helping clients solve complex technical IRA questions.  She has been a contributing writer for many IRA texts, articles and training manuals and has been quoted in national financial and tax publications such as CCH IRA Guide. 

She is an experienced speaker who has educated thousands of professionals in the financial industry including attorneys, CPAs, bankers, financial advisors, and brokers on retirement plan rules.  Sarah has won praise for her ability to communicate complex laws in an easy-to-understand way and provide practical strategies for clients.

Sarah is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company’s website, www.irahelp.com. Sarah also serves as a valuable resource for the members of Ed Slott’s Elite IRA Advisor Group, a 400+ member organization of some of the country’s top financial advisors who are dedicated to becoming experts in IRA distribution planning. She consults with firm clients and creates IRA course manuals and training programs for financial advisors.

Sarah is a graduate of Smith College and Villanova School of Law.  She is a member of the Pennsylvania Bar.  She practiced law with a concentration in elder law for several years and for fifteen years was a senior consultant with PMC, Pension Management Company, an independent IRA consulting firm for financial organizations nationwide.

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

The beginning of the year is not just to set new goals, but to look at what you’ve already accomplished.

In this episode, Beth Blecker discusses how to realistically set short and long term goals and why you should review them every single year.

Beth discusses: 

• Being realistic with your short term goals
• Continuously reviewing your long term goals to stay on track
• How you could lose a million dollars
• Why you should be reviewing the monthly services your paying for
• And more

Resources:

• It’s Not Just Money, It’s Life: Finding Balance Between Saving and Spending (Ep.6)

Connect With Eastern Planning:

• (845) 627-8300 
• bblecker@easternplanning.com
• Eastern Planning  
• Schedule A Meeting With Beth Blecker
• LinkedIn: Beth Blecker
• LinkedIn: Eastern Planning   
• Twitter: Eastern Planning