It’s Not Just Money, It’s Life™
Your money should serve you and your goals, not the other way around. At Eastern Planning Inc., we want to ensure your dreams are within reach and this starts with a smart financial plan. Welcome to It’s Not Just Money, It’s Life ™, with Matt and Beth Blecker. In our podcasts we will give you clear and trusted guidance while teaching you how to run your finances efficiently and effortlessly using our “Financial Buckets System”. We can help you to spend your retirement years fully enjoying your life and making your dreams come true.
Episodes
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 importance of goal-setting, planning, and discipline in achieving success in both areas.
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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 new rendition of this legislation could have big implications and might change when you are required to take minimum distributions.
In this episode, Beth Blecker is jo...
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 and why you should review them every single year.
Beth discusses:
The year is almost over and that means it’s time to focus on those things you might have been pushing off until these final months of the year.
In this episode, Matthew Blecker outlines five key processes you might want to consider revisiting before the year end. He explains how having enough money in the bucket is importa...
When your kids were born, you made sure all your legal documents were in place and your estate plans were all laid out. But, have you updated anything?
In this episode, Beth Blecker has some suggestions to walk you through legal documents you should have in place once your kids become adults.
Beth discusses:
Saving and spending money are both critical steps in order to achieve the financial stability you are hoping for.
But too much of either, can be just as bad for your bank account.
In this episode, Beth Blecker talks about the differences savers and spenders need to make inorder to have financial stability throughout the res...
Retirement should be worry free. But in most cases, many people feel under financial pressure when approaching those retirement years.
So how do you determine how much you need when you retire to live the life you want?
In this episode, Beth Blecker talks about how to prepare for a retirement that fits your needs, and wants...
As you look to the future, will you have the resources to support the lifestyle you want?
In this episode, Beth Blecker and Matthew Blecker share some of the financial opportunities made possible by the Secure Act and availability of Roth Conversions. Along with the important distinction between retirement and estate planning.
Read more
Everyone wants clear and trusted guidance when it comes to creating a smart financial plan that is designed to work with your future goals.
Where do you start? Well, look no further!
In this episode, Beth and Matt Blecker talk about the process of becoming a client at Eastern Planning and how they determine a personalized f...
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, le...
Money can bring up many emotions.
But when you have a structured plan in place and a team behind you working for your finances, things can be a lot easier.
In this inaugural episode, Beth Blecker, chief executive officer of Eastern Planning, Inc, introduces herself, and shares information about the company, and gives you ...
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