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Episode 17 – Estate Planning In this episode of Blue Money, Kevin & Jim invite David J. Balcer, attorney at law, to have an in depth conversation about wills and estate planning. It’s a conversation many people don’t like to have, but it is a necessary one. Listen to find out all the reasons why […]
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Episode 2 – Conversation with Jeff Rieder of Wauch, Maloney & Co. The Money Experience · Episode 2 – Conversation with Jeff Rieder of Wauch, Maloney & Co. In this episode of The Money Experience Kevin McGarry is having a candid conversation with Jeff Rieder, Certified Public Accountant & Managing Partner at Wauch, Maloney
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Episode 1 – Forecasting for 2023 The Money Experience · Episode 1 – Forecasting for 2023 In this episode of The Money Experience, Kevin McGarry is speaking with Frank M. Betsch, the founding partner of Valley Financial Group. With over 42 years of financial planning experience, Frank has helped thousands of people retire. The goal
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Episode 16 – Year-End Checklist In this episode of Blue Money, Jim & Kevin are discussing 2022 in review. They’re also providing a checklist for you to use at the end of this year, to make sure you’re in the best financial standing you can be going into the new year. Kevin has a great
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Episode 15 – Why You Need A Financial Advisor In this episode of Blue Money, the guys are breaking down all the reasons why a person should have a financial advisor. These aren’t just Kevin & Jim’s opinions – they have the numbers to back it up. You may be surprised to hear the difference
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Episode 14 – Midterm Elections & the Economy In this episode of Blue Money, Kevin & Jim discuss the effect on the economy that the midterm elections have historically. Kevin offers an explanation for why we see the trends we do around election time. Jim explains the current situation and what’s at stake, then goes
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Episode 13 – Medicare Breakdown with Special Guest Matt Boyle In this episode of Blue Money, Jim and Kevin are talking with Matt Boyle, the Vice President of Life and Health Solutions with Incenter Insurance Solutions. Continuing the theme from the last episode, the guys are discussing post-retirement benefits and how to access them. Kevin
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Episode 12 – Answering Questions about Social Security In this episode of Blue Money, Kevin and Jim are discussing all things involved in the social security benefits of being a police officer. They start off by explaining how officers qualify and what “credits” means, in regards to social security. Then they jump into answering the
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Episode 11 – Portfolio Review In this episode of Blue Money, Kevin & Jim are doing a mid-year check-in. They are reviewing their portfolios and the market performance so far this year. The guys discuss the US economic climate, touching on cryptocurrency, the stock market, bonds, and commodities. They also talk about global economics, looking
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We got a call the other day from a Verizon Employee who just retired! They worked for over thirty years, giving the world dial tone. They were disciplined and invested. They experienced numerous bear markets and some of the worst recessions that have taken place since the mother depression of 1929; despite this: the 2022
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