Call Us Today! 330-473-1060 | CLIENT LOGIN
Call Us Today! 330-473-1060 | CLIENT LOGIN

Ep 56: Is $8 Million the New Target for Retirement?

by | Oct 22, 2020 | Podcast

The Setup: Is $8 million the new target for retirement? We found an article that points to that idea so we’ll share our thoughts about how this impacts planning on today’s podcast. https://mcdn.podbean.com/mf/web/ytfgyx/056_-_BEN_SCHROCK_-_8_MILLIONasqg3.mp3 Click the...

Ep 55: Hindsight 20/20 – Five Common Financial Mistakes

by | Oct 15, 2020 | Podcast

The Setup: Financial decisions are a lot easier with the benefit of hindsight. Here are some common mistakes people have made this year and how hindsight could have helped them in 2020. https://mcdn.podbean.com/mf/web/kpwwy2/055_-_BEN_SCHROCK_-_HINDSIGHT_202073q4p.mp3...

Ep 54: Five Outdated Financial Strategies

by | Oct 8, 2020 | Podcast

The Setup: Just like technologies change and become outdated, so do some retirement planning strategies. Let’s look at five financial strategies that have become obsolete. https://mcdn.podbean.com/mf/web/g3vr6c/054_-_BEN_SCHROCK_-_OBSOLETE_PLANNING_IDEAS9475e.mp3...

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through BA Schrock Wealth Management, Inc. (BASWM), a registered investment advisor. Insurance is offered through BA Schrock Financial Group (BASFG), an insurance agency.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation. Our firm is not affiliated with the Social Security Administration or any governmental agency.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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