The Buy American Hypocrisy
Buy local. This is the mantra across the United States and echoed in other countries. Support your local business and community. It’s good for the local town economy and the […]
The Buy American Hypocrisy Read More »
Buy local. This is the mantra across the United States and echoed in other countries. Support your local business and community. It’s good for the local town economy and the […]
The Buy American Hypocrisy Read More »
Did you know you can rollover a 529 plan into a Roth IRA? It’s now possible to take 529 funds not used for college, avoid withdrawal penalties, and roll those
Can You Convert a 529 College Savings Plan to a Roth IRA? Read More »
Behavioral Finance with Daniel Folkinshteyn Steve: Hi, my name is Steve Boorstein and welcome to the personal finance CEO podcast. I’m joined today with Daniel Folkinshteyn, who is a professor
Smarter Investing using Behavioral Finance with guest Daniel Folkinshteyn, PhD Read More »
The Flat-Fee Advisor Revolution Steven: So when you hire a financial advisor, you have two important decisions to make. First, what services is the advisor going to provide? And second,
The Flat-Fee Advisor Revolution Read More »
3 Myths About Retirement Here are three myths about retirement. My name’s Aiden Boorstein. I’m a financial planner at RockCrest Financial, and I want to talk about three common myths
3 Common Retirement Myths Read More »
So we just need to stop calling it a retirement plan. In fact, I hate that term, but that’s the term that the industry uses. And that’s the term that’s
STOP Calling It A ‘Retirement Plan’… DO THIS Instead! Read More »
Eight Money Mistakes You Can Fix Now! Here are eight common money mistakes that you could, and should, fix right now. Mistake #1 – Spending Over Your Budget. Budgeting doesn’t
Eight Money Mistakes You Can Fix Now Read More »
Having a high level of income has it rewards, except in the case of being able to make Roth IRA contributions, where you may be either partially or entirely phased
Roth Strategies for High Income Earners Read More »
In this episode of the Personal Financial CEO podcast, Steve A. Boorstein, PharmD, CFP® and Aiden Boorstein discuss four common ways financial financial advisors charge (commissions, hourly, AUM and flat-fee),
Advisor Fees Explained: Flat-Fee vs AUM Read More »
Summary In this episode, Steven Boorstein, PharmD, CFP® discusses Social Security Spousal Benefits After Divorce. In this short video, we taken the complex topic of claiming Social Security benefits based
Social Security Spousal Benefits After Divorce Read More »
Here are 6 habits that are common among millionaire clients that I have worked with in my almost 25 years as a financial planner: 1. They live within their means
6 Millionaire Habits Read More »
Here are the 5 strategies that are found in every successful financial plan. Strategy #1 are your values and your goals. If you don’t know what drives you and you
The 5 Strategies found in EVERY Successful Financial Plan Read More »