It’s Not Just Money, It’s Life™

Your money should serve you and your goals, not the other way around. At Eastern Planning Inc., we want to ensure your dreams are within reach and this starts with a smart financial plan. Welcome to It’s Not Just Money, It’s Life ™, with Matt and Beth Blecker. In our podcasts we will give you clear and trusted guidance while teaching you how to run your finances efficiently and effortlessly using our “Financial Buckets System”. We can help you to spend your retirement years fully enjoying your life and making your dreams come true.

Most Recent Episodes

March 28, 2023

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...

Listen · 30:50

March 28, 2023

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...

Listen · 24:34

January 17, 2023

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...

Listen · 22:36

December 20, 2022

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...

Listen · 10:47

November 15, 2022

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...

Listen · 31:06

October 18, 2022

Finding Balance Between Saving and Spending (Ep.6)

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,...

Listen · 21:19

September 20, 2022

Retiring With a Financial Peace of Mind (Ep.5)

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...

Listen · 30:30

August 16, 2022

How To Use The Secure Act and Roth Conversions To Your Advantage (Ep.4)

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...

Listen · 23:03

July 19, 2022

What It’s Like Working With Eastern Planning (Ep.3)

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,...

Listen · 29:00

June 21, 2022

Getting to Know, Matt Blecker CFP, CFA, MBA (Ep.2)

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...

Listen · 17:31

May 16, 2022

Getting to Know, Beth Blecker (Ep.1)

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,...

Listen · 22:58