Financial Wellness Decoded: Recent Episodes
FPA of NJ
The official podcast of the FPA of NJ. Hosted by Lawrence Eichen, Esq., and featuring members of the FPA of NJ, this podcast will delve into essential topics, including informing consumers about critical issues they need to know about investing, explaining different types of investments and how they fit into financial planning, providing updates about what the FPA of NJ does for our community, and current events that effect the future of the financial planning industry. To find out how to be featured in a future podcast, email sweiss@onefpa.org.
Today's Guest: Edward Bao, Jr., CFP®, AIF® is a member of the FPA of New Jersey Board of Directors and a Wealth Advisor.
Primary Topic: In this episode, Ed discusses the various programs that he heads up as Director of the Pro Bono & Financial LiteracyCommittee. He describes how the programs are delivered to various communities while giving FPANJ members the ability to volunteer their time helping people understand basic financial principles like cash flow and budgeting and how it's important to their livelihood.
Financial Wellness Decoded
The official podcast of the FPA of NJ
Today's Guest: Rickie Taylor is a member of the FPA of New Jersey Board of Directors and a 401k Consultant.
Primary Topic: In this episode, Rickie discusses the benefits of qualified retirement plans like 401k and Cash Balance plans for business owners. How to use them as a tool to retain top talent and questions that will help you obtain the information required to make the right decision for your situation.
Welcome to the Show Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/
Financial Wellness Decoded
The official podcast of the FPA of NJ
Today's Guest:
Amanda McGrath, CFP® is a member of the FPA of New Jersey Board of Directors and Chair of their Women’s Group .
Primary Topic:
In this episode, Amanda discusses that while the gender gap in the financial services industry can be a challenge, it is also a huge opportunity for women looking to transition into the industry or to start their careers. If you are considering financial services as a career, there are many roles and opportunities available to you. Clients are asking to work with female CERTIFIED FINANCIAL PLANNER™s and firms are recognizing the need to hire and promote female advisors, client service specialists, operations managers, and compliance officers. It is a great time to be a female in this industry!
Welcome to the Show Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/
Today's Guest:
Lisa Casciaro, CPA, CFP®, is the Chairman of the FPA of New Jersey.
Primary Topic:
In this episode, Lisa talks about the NJ Chapter and the benefits it provides to both the public and its members. Also discussed are the features of the SECURE Act (Setting Every Community Up For Retirement and its Enhancement) and how it impacts both business owners and employees.
Please Note: This Podcast was taped in early April, 2020 and changes have been made to the SECURE Act's legislation and/or rulings subsequent to the taping of this podcast. Accordingly, any subjects covered in this podcast should be discussed with a financial advisor and/or other professional to address your particular circumstances.
Welcome to the Show Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/