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, 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 difference between saving when you first start working compared to when your near your Retirement
• How a properly managed cash flow analysis can help you budget
• How Beth and Matt help clients nearing Retirement who are spending too much
• Real life stories of people who have more money than they thought during Retirement
• And more

Resources: 

• It’s Not Just Money, It’s Life by Beth Blecker 

Connect With Eastern Planning:

• (845) 627-8300 
• bblecker@easternplanning.com
• Eastern Planning  
• Schedule A Meeting With Beth Blecker
• LinkedIn: Beth Blecker
• LinkedIn: Eastern Planning   
• Twitter: Eastern Planning  

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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.