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 desired level of success 
• How he is able to provide full service financial planning
• His proudest achievements and words of advice to you
• And more 

Connect with Matt Blecker:

• mblecker@easternplanning.com  
• LinkedIn: Matt 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  

About Our Host: 

Matt Blecker CFP, CFA, MBA, specializing in portfolio management and IRA distribution planning, Matt applies his strong analytical skills and diligent research to developing customized portfolios for each client. Along with investment, IRA distribution, Retirement and tax planning advice, he guides clients in managing their behavior more effectively in order to maximize the benefits of investing in a diversified, long-term oriented portfolio.

Matt is known for his dedication to educational excellence—most notably his CFA® charter, CFP® certification and M.B.A. from Columbia University Business School, renowned for its value investing expertise and graduates such as Warren Buffett and Mario Gabelli. He earned his Bachelor of Science in Insurance from Pennsylvania State University.

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

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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.