Sometimes it's the casual conversations that bring you the most insight. Of course, it doesn't hurt if you're talking about finances and your friend happens to be an expert in the field. Chuck Conrad, senior financial planner for Szarka Financial, describes to Tim Muma the type of practical tips he shares with his friends. Chuck touches on where to starts, what to slash, and how to determine what's important.
The infor...
The old adage of "the customer is always right" only goes so far. When companies are faced with overbearing clients or customers with unrealistic expectations, it can create a host of problems. Nationally acclaimed corporate attorney Garret Sutton, author of "Toxic Client: Knowing and Avoiding Problem Customers," explains how these toxic customers can harm your employees and negatively impact the whole organization. Host Ti...
The death of Prince drew tons of attention to his work as a musician and artist, including the number of pieces he had never released. Like many people across the U.S., Prince made some costly mistakes with his estate that will create a burden for his family and his legacy. Alex Menassa, senior financial planner for Szarka Financial, gives Tim Muma insight into how we can learn from Prince's poor planning, and what we shoul...
While a certain regulations may be created to protect people, it can create other potential problems for those who aren't aware of all the details. A recent change could have that exact effect, and investors need to be cautious. Les Szarka, founder, co-owner and CEO of Szarka Financial, talks with Tim Muma about the ins and outs of the new rule. Though it certainly is a benefit to investors and their best interests, Les exp...
There are a variety of ways you can look to save money for yourself and others, particularly if you're interested in helping fund your children's college education. Mark Stratis, senior financial planner for Szarka Financial, joins Tim Muma to discuss the details and benefits of a 529. Mark explains how this goes beyond your traditional savings and the bevy of options it gives you from start to finish.
The information...
While everyone could use a little advice when it comes to planning and preparing for a successful retirement, single women have a set of unique challenges they may need to overcome. Chuck Conrad, senior financial planner for Szarka Financial, talks with Tim Muma about the various circumstances that can put single women at a disadvantage. He also explains the best strategies for staying on top of everything and ensuring an e...
Jim Webber, aka Evil Skippy, returns to LJNRadio to tackle some controversial strategies some employers are using when it comes to their employees, past and present. Jim Webber, an individual with 25 years experience as an employment lawyer and human resources manager, gives Tim Muma his perspectives on some actions that could be understandable to some, but extremely questionable to others. Each situation should be looked a...
There remains concern over the state of social security and what could be left for people down the road. With that in mind, some changes are already taking effect in April of 2016 as a way to manage the program better. Rick Martin, senior financial planner for Szarka Financial, joins Tim Muma to break down what is being implemented, how it could impact you, and what steps you can take to ensure you're in the best position p...
Pensions served a valuable purpose in the past, but they rarely exist now and are handled differently by those who have one. In it's place (sort of) the 401K has carried employees' retirement funding. Alex Menassa, senior financial planner for Szarka Financial, explains to Tim Muma about the "pension pickle" some find themselves in. He also goes through the potential problems and solutions for those relying on a 401K for th...
No one said that investing in the market would be easy, and recently new concerns have risen to cause investors to take note. Les Szarka, founder, co-owner and CEO of Szarka Financial, talks to Tim Muma about the factors impacting the various financial markets. He also gives us his experienced perspective on how you should respond, what may impact your decision-making, and how long we might have to wait out the ugly side of...