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 of the office
• And more

Resources: 

• It’s Not Just Money, It’s Life by Beth Blecker 
• Ed Slott 
• Holocaust Museum.com  
• People to People.com 

Connect with Beth Blecker:

• bblecker@easternplanning.com 
• (845) 627-8300 
• LinkedIn: Beth Blecker

Connect With Eastern Planning:

• Eastern Planning Inc. 
• (845) 627-8300 
• LinkedIn: Eastern Planning Inc.  
• Twitter: Eastern Planning Inc. 
• Facebook: Eastern Planning Inc. 

About Your Host:

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.

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

Load More Episodes

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.