Frank Spezzano, CLU, ChFC, MSFS, AEP, President of IRUS Advisory Corporation, joins hosts Herb Cohen and David Maola to discuss the imaginative, witty musicians he grew up around helps him identify with his entrepreneurial clients, allowing him to make sense of their wealth.
On the Way to Financial Freedom When Beginning a Career The array of choices for investing and paying down debts can seem overwhelming to recent college graduates. However, there is a clear order to follow. This rank ordering is the most tax-efficient financial moves an employee should make when beginning a career: First, enough should […]
Daniel White, CLU, ChFC, RICP, President at Daniel A. White & Associates, joins hosts Herb Cohen and David Maola to discuss how his competitive spirit benefits his clients and how working “half days”, aka 12 hours, shows clients that they will always be there for them.
Susan A. Pomfret, RICP® Most people concentrate on wealth accumulation while still in the workforce. But will that be enough for retirement spending? Here are some things to consider: • Housing is the greatest expense. • Clothing and transportation spending decline with age. • Healthcare spending increases with age.In the below chart, you’ll find some […]
Ann Bachrach, The Accountable Coach Accountability is more than just a friend that calls you up occasionally to make sure you’re sticking to your weight loss goals. It’s also more than the occasional roundtable discussion with business colleagues checking in how everyone in the group is doing in terms of hitting their quarterly financial goals. […]