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
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
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,
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
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
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
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
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),
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
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
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
In this episode, Steven Boorstein, PharmD, CFP® discusses how to create a comprehensive financial plan/retirement plan in your 60s. He covers five critical areas of a solid financial/retirement plan: values