Welcome To Our Podcast
Meet our team’s newest financial advisor, Dan Oaklief. Find out how he has reenergized and motivated our team and how he’ll be helping our clients.
Read more and get additional financial resources here: https://www.baschrock-fg.com/podcast/ep-45-meet-our-new-advisor-dan-oaklief/
On today’s show:
3:40 – Meet Dan Oaklief
4:30 – Guiding clients through a very rocky financial year
6:04 – What will Dan’s role be?
6:36 – What are clients’ biggest challenges?
7:19 – What is Ben’s vision for Dan?
7:56 – Dan cares about people
8:43 – Dan’s accreditations
10:09 – A getting-to-know-you question for Dan and Ben
Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. This podcast will help you learn important financial concepts that allow you to retire with confidence.
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Episode Show Notes
Ep 45: Meet Our New Advisor, Dan Oaklief
Meet our team’s newest financial advisor, Dan Oaklief. Find out how he has reenergized and motivated our team and how he’ll be helping our clients.
Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions
If your estate plans include leaving behind a money to your children, should you tell them about it ahead of time or make it a surprise? There are arguments for both sides and we’ll share some of our guidance on that topic. Plus, we’ll cover annuities, retirement income, trusts, and investment strategy on this mailbag edition.
Ep 43: Financial Bots are Here
Have you ever plugged your financial info to a website and gotten a retirement projection? As technology improves, how much can you trust these bots? Ben tried it for himself and got surprising results. We’ll share those plus talk about how useful these bots can be for planning.
Ep 42: 4 Milestones for Retirement
Being mentally ready to retire and financially ready are two completely different things. You might be prepared to call it a career but does your financial situation match your readiness? Let’s look at four milestones that might indicate you’re in a position to retire. Have you hit all these yet?
Ep 41: Do You Lack Confidence to Retire?
The turbulence of 2020 might have you questioning just how close you are to retirement. That’s a common feeling for many people but today we’ll share a story about a client that came in without much confidence in retiring and left with the plan to quit working in three months.
Ep 40: Retirement Projections, Diversification & Other Mailbag Questions
It’s time to answer your questions once again on the podcast. Today we’ll cover, retire-ment projections, proper diversification, how much you’ll need for retirement, a surprise inheritance, and working while earning Social Security.
Ep 39: Potential Hidden Gems in Your Financial Portfolio
If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. We’re going to talk about ways to re-purpose those old accounts for better returns.
Ep 38: Should You Be Wary of Dave Ramsey’s Advice?
Dave Ramsey has become one of the leading names and brands in finance and for good reason. The advice he gives benefits a lot of people across the country but is all that guidance applicable to you? Let’s look at his most popular teachings and determine how much we agree with.
Ep 37: A Coronavirus Update on Our Clients & Our Office
We spend most of the time on this show talking about financial planning topics, but we thought it would be beneficial for a lot of people if we talked about how everyone has been doing. From our own office to the clients we’ve been keeping in touch with, find out how others are dealing with quarantine and what they’ve been doing to keep busy.
Ep 36: Protecting Your Nest Egg + Mailbag Questions
Your nest egg means everything to your retirement and you want to protect it through the difficult times. On this mailbag edition of the show, we address concerns about navigating turbulent times while protecting what you have, how much to be saving, is $1 million enough in retirement, and more.
Ep 35: Life Events That Can Change Your Financial Plans
Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Today we’ll look at five major life changes and explain why it’s a good reason for a financial review.
Ep 34: Good Intentions Don’t Always Lead to Good Advice
Seeking out financial advice is something we all do at some point but is the source of that information always providing good advice? Let’s explore four common outlets we use for guidance and why, despite having the best intentions, the advice might ultimately be ill-suited for you.
Ep 33: Coronavirus Market Update – CARES Act, RMDs, & Volatility
As we begin the third month of the health crisis, Ben gives us an update on what he’s seen from the market in recent weeks, the provisions of the CARES Act clients are paying attention to, and what he thinks about volatility moving forward.
Ep 32: Mailbag Edition – Student Loans, Gold, Investing & More
A busy few months has generated a lot of curiosity from listeners so we’ll answer a bunch of financial questions on this show. From investing during the coronavirus to student loan dilemmas to long-term care coverage, we’ll cover a wide range of topics.
Ep 31: 5 Financial Truths to Rely On
The first quarter of 2020 was enough to make anyone reevaluate their finances but with so much information out there, what should you believe? Regardless of where you are in the retirement planning process, there are five financial truths that you can always rely on. We’ll share those on this episode.
Ep 30: Mailbag Time – Contribution Limits, Social Security, & Marijuana Stocks
It’s a mailbag edition of the podcast and Ben answers five questions from listeners covering a wide array of financial and retirement topics, including company stock, real estate investing, Social Security benefits, mutual funds, marijuana stocks and more.
Ep 29: Is it Possible to Build a Perfect Retirement Plan?
How good do you feel about your retirement plan? How close are you to putting together the perfect plan? It’s out there and within reach but there’s a lot that goes into it. Let’s find out what it takes to get all of the pieces in place for the perfect retirement plan and the areas where people usually fall short.
Ep 28: Coronavirus Fallout: What Financial Steps Should You Take Next?
It’s hard to imagine anyone avoiding losses over the last month due to the coronavirus fallout, but there are steps you can take to rebound when the market begins bouncing back. Today we’ll look at the opportunity in stocks, explain the importance of trusting your advisor in times like these, and talk about the next steps you should be considering with your retirement plan.
Ep 27: Coronavirus Impact on Financial Markets
The coronavirus has affected people around the globe and forced us to all change many aspects of our day-to-day lives. Maybe the biggest impact we’ve seen in the US has come on the financial side. The market collapse we’ve seen over such a short period of time is unprecedented and has many people concerned. We turn to Ben for perspective on what we’re seeing and reassurance that retirement planning is a long-term play.
Ep 26: Should You Do a Roth Conversion?
Last episode we provided a basic understanding of Roth conversions. Now it’s time to take it a step further and look at the option from a strategic point of view. Is this something you should be considering for your retirement plan? We discuss who would and wouldn’t benefit and share the conversation we have with clients to help them make the decision.
The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by BA Schrock Wealth Management. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program.
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