What can we help you find?

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 i…

In this episode, fin…

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 i…

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…

The SECURE Act 2.0, …

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 distri…

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 an…

The beginning of the…

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 moreResources:It’s Not Just Money, It’s Life: Finding Balance Between Saving and Spending (Ep.6)Connect With East…

The year is almost over and that means it’s time to focus on those things you might have been pushing off until these final months of the year.  In this episode, Matthew Blecker outlines five key p…

The year is almost o…

The year is almost over and that means it’s time to focus on those things you might have been pushing off until these final months of the year.  In this episode, Matthew Blecker outlines five key processes you might want to consider revisiting before the year end. He explains how having enough money in the bucket is important when riding out any bear market in stocks or bonds and making sure you are protected in the case where the Economy takes a big hit.  Matthew discusses: Which of your buckets should be refilled and maintained going into 2023 The importance of rebalancing your portfo…

When your kids were born, you made sure all your legal documents were in place and your estate plans were all laid out. But, have you updated anything? In this episode, Beth Blecker has some suggestio…

When your kids were …

When your kids were born, you made sure all your legal documents were in place and your estate plans were all laid out. But, have you updated anything? In this episode, Beth Blecker has some suggestions to walk you through legal documents you should have in place once your kids become adults. Beth discusses: Why having a health proxy is an important medical decision for your kids The importance of getting a durable financial power of attorney The benefits of having a power of attorney And more Resources: It’s Not Just Money, It’s Life by Beth Blecker Connect With Eastern Planni…

Saving and spending money are both critical steps in order to achieve the financial stability you are hoping for. But too much of either, can be just as bad for your bank account. In this episode, Bet…

Saving and spending …

Saving and spending money are both critical steps in order to achieve the financial stability you are hoping for. But too much of either, can be just as bad for your bank account. In this episode, Beth Blecker talks about the differences savers and spenders need to make inorder to have financial stability throughout the rest of their lives. Beth also incorporates the different stages in life everyone goes through, but affects everyone differently when it comes to either saving or spending.  Beth discusses: If spenders and savers can find a common ground or are they just too different The d…

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…

Retirement should be…

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 S…

As you look to the future, will you have the resources to support the Lifestyle you want? In this episode, Beth Blecker and Matthew Blecker share some of the financial opportunities made possible by t…

As you look to the f…

As you look to the future, will you have the resources to support the lifestyle you want? In this episode, Beth Blecker and Matthew Blecker share some of the financial opportunities made possible by the Secure Act and availability of Roth Conversions. Along with the important distinction between retirement and estate planning.  Beth and Matthew discuss: The ways Roth Conversions can help you minimize your taxes Pros and cons of Roth Conversions How the Secure Act II would change the starting age The difference between retirement planning and estate planning And moreConnect With Eastern P…

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, …

Everyone wants clear…

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 thei…

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 inau…

As you enter retirem…

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 …

Money can bring up many emotions.  But when you have a structured plan in place and a team behind you working for your finances, things can be a lot easier. In this inaugural episode, Beth Blecker, c…

Money can bring up m…

Money can bring up many emotions.  But when you have a structured plan in place and a team behind you working for your finances, things can be a lot easier. In this inaugural episode, Beth Blecker, chief executive officer of Eastern Planning, Inc,  introduces herself, and shares information about the company, and gives you a view of what to expect from this new podcast series!  Beth discusses: How she started Eastern Planning in 1995 The details of what her book ‘It’s Not Just Money, It’s Life’ is all about The education she provides her clients Insights into who she is outside o…