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Beth Blecker Podcaster

Drawing upon her many years of experience in Retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their Retirement years or in times of transition with proactive financial strategies. She understands that it's not just your money, it's your life and works towards helping establish financial balance.

A long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, Beth teaches Retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.

A graduate of Fairleigh Dickinson University, Beth helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, she took over as CEO and has grown Eastern Planning into a firm known for its personal, practical advice and superior client service.

Recent Content

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Strategies For Managing Your Financial Fitness (Ep.11) &Raquo; Itunes Its Not Just Money Its Life 3000 Scaled
Strategies For Managing Your Financial Fitness (Ep.11)

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…

Listen · 30:50
Retirement Savings Revolution: Exploring Secure Act 2.0 (Ep. 10) &Raquo; Itunes Its Not Just Money Its Life 3000 Scaled
Retirement Savings Revolution: Exploring SECURE Act 2.0 (Ep. 10)

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…

Listen · 24:34
New Year Goals And Objectives (Ep.9) &Raquo; Itunes Its Not Just Money Its Life 3000 Scaled
New Year Goals and Objectives (Ep.9)

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

Listen · 22:36
Last Minute Things To Do Before Year End (Ep.8) &Raquo; Itunes Its Not Just Money Its Life 3000 Scaled
Last Minute Things To Do Before Year End (Ep.8)

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…

Listen · 10:47
Legal Documents Your Kids Should Have Before They Become Adults (Ep.7) &Raquo; Itunes Its Not Just Money Its Life 3000 Scaled
Legal Documents Your Kids Should Have Before They Become Adults (Ep.7)

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…

Listen · 31:06