Welcome to the Personal Financial CEO Podcast, where we discuss personal finance and financial-based strategies to help you live your best life.
In short, whether you’re in the process of trying to build financial freedom, or you’ve already built a significant level of wealth, this podcast will explore topics specifically designed to help you make smarter decisions on your path to success.
My name is Steven Boorstein. I’m the CEO and founder of RockCrest Financial LLC, a comprehensive financial planning and investment advisory firm in Somers Point, New Jersey. As both a Certified Financial Planner® professional and a Doctor of Pharmacy, financial planning to me is not only about financial independence, but more about integrating what I consider the two most pivotal aspects of most people’s lives, their financial health and their physical and mental well-being.
Throughout this podcast series, we’ll be delving into all five areas of personal finance, financial planning, tax strategy, estate planning, investment management, and strategies to reduce overall risk. We’ll also be discussing behavioral finance mindset. That’s the do’s and the don’ts types of habits that can mean the difference between successfully executing your plan and not succeeding to the level you expect, even though the plan is solid and sound.
Every month we’ll choose a specific personal financial theme, and then each podcast that month will explore different topics surrounding that theme. Your feedback is important to the success of this podcast. So please consider liking episodes that you wanna see more of, and posting suggestions and liking comments for specific topics you’d like to see in the future.
I realize that your time is valuable and important to you. So my goal is to add as much value as possible and relevance to your life through the educational efforts of this podcast. Episodes will release on Fridays with each episode between 10 to 20 minutes long, enough to cover the topic in a good amount of depth without spending more time than is needed to cover the subject. Now each session.
Now each session will feature clear cut education and actionable strategies without all the financial jargon. While occasional guests and experts will join us for deeper dives into specific topics, primarily I will be your solo host. I hope through the education that you receive in this podcast to coach you in the best financial health of your life and help you stay that way forever. You can find this podcast on all major sites like YouTube, Spotify, Apple Music, and Amazon Music.
You can also subscribe to our newsletter and get alerts about upcoming episodes and more at RockCrestFinancial.com/podcast. Thank you for your interest in The Personal Financial CEO Podcast and your interest in personal finance. Join me as we delve into personal finance and financial based strategies to help you live your best life.
-Steven A. Boorstein, PharmD, CFP®
The information presented in this podcast is intended for informational purposes only and does not purport to be investment advice or an offer of investment advice, an offer to buy or sell any security or a recommendation of any investment strategy or course of action.