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Align Your Retirement episodes
- Her Honest Money Talk with Hazel Secco Trailer
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Introducing "Her Honest Money Talk" with Hazel Secco, CFP, CDFA, where financial clarity meets candid conversation. Join Hazel as she demystifies the world of personal finance with honesty and insight. In this trailer, get a glimpse of what's to come as Hazel explores the most frequently asked questions from women, all delivered with her signature honest approach. Tune in for practical advice, real-life stories, and empowering discussions about women and money, and beyond. Subscribe now for your bi-weekly dose of financial wisdom.
Subscribe to us @AlignFinancialSolutions
Facebook Page: facebook.com/alignfinancialsolutionsllc
LinkedIn Profile: linkedin.com/in/hazel-secco
Visit our website: www.alignfinancialsolutions.com
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor.
Member FINRA/SIPC.
📝 Free Retirement Readiness Assessment → https://alignfinancialsolutions.com/retirement-readiness-assessment
📞 Book a free Align Call → https://calendly.com/alignfinancialsolutions/align-call?utm_source=podcast
Follow the Conversation:
- LinkedIn: https://linkedin.com/in/hazel-secco
- Instagram: https://instagram.com/alignfinancialsolutions
About Hazel Secco, CFP®, CDFA®
Hazel Secco, CFP®, CDFA®, is the founder of Align Financial Solutions, a fee-only fiduciary firm in Hoboken, New Jersey, that helps high-net-worth women bring retirement, equity compensation, tax, and estate planning into one plan.
Disclaimer: All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.
The above case study is hypothetical and does not involve an actual Align Financial Solutions client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if A...2 min - EP 05. Barbie Unboxed: Financial Advocate and Feminist Views
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Join us in this candid episode of Her Honest Money Talk as we dissect the movie 'Barbie' from the unique vantage points of a financial advocate for women and feminist ideals. Delve into our honest exploration of this empowering film, as we discuss its strides, missed opportunities, and the intersection of finance and feminism. Tune in for an insightful conversation on the portrayal of women's empowerment and financial themes within the world of Barbie.
📝 Free Retirement Readiness Assessment → https://alignfinancialsolutions.com/retirement-readiness-assessment
📞 Book a free Align Call → https://calendly.com/alignfinancialsolutions/align-call?utm_source=podcast
Follow the Conversation:
- LinkedIn: https://linkedin.com/in/hazel-secco
- Instagram: https://instagram.com/alignfinancialsolutions
About Hazel Secco, CFP®, CDFA®
Hazel Secco, CFP®, CDFA®, is the founder of Align Financial Solutions, a fee-only fiduciary firm in Hoboken, New Jersey, that helps high-net-worth women bring retirement, equity compensation, tax, and estate planning into one plan.
Disclaimer: All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.
The above case study is hypothetical and does not involve an actual Align Financial Solutions client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if A...22 min - EP 04. Financial Advisor vs. Financial Planner
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In this episode of "Honest Money Talk," host Hazel Secco, founder of Align Financial Solutions, delves into the crucial question of finding the right financial advisor or consultant. She highlights the common misconception between financial planners and advisors, emphasizing that these terms aren't regulated, allowing anyone to adopt them. Hazel underscores the prevalence of insurance agents using these titles, sometimes leading to a focus on meeting quotas through product sales rather than prioritizing clients' needs.
📝 Free Retirement Readiness Assessment → https://alignfinancialsolutions.com/retirement-readiness-assessment
📞 Book a free Align Call → https://calendly.com/alignfinancialsolutions/align-call?utm_source=podcast
Follow the Conversation:
- LinkedIn: https://linkedin.com/in/hazel-secco
- Instagram: https://instagram.com/alignfinancialsolutions
About Hazel Secco, CFP®, CDFA®
Hazel Secco, CFP®, CDFA®, is the founder of Align Financial Solutions, a fee-only fiduciary firm in Hoboken, New Jersey, that helps high-net-worth women bring retirement, equity compensation, tax, and estate planning into one plan.
Disclaimer: All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.
The above case study is hypothetical and does not involve an actual Align Financial Solutions client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if A...10 min - EP 3: Emotions and Financial Decisions
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In this episode of "Her Honest Money Talk," we delve deep into the significance of comprehending the intricate connection between emotions and financial decision-making. When we take the time to recognize our own tendencies and biases, it becomes considerably easier to make well-informed decisions with a heightened level of awareness. This newfound consciousness paves the way for more sound and rational choices, ultimately steering us towards achieving our financial goals with confidence and clarity. Stay tuned for a discussion that could revolutionize the way you approach your finances!
📝 Free Retirement Readiness Assessment → https://alignfinancialsolutions.com/retirement-readiness-assessment
📞 Book a free Align Call → https://calendly.com/alignfinancialsolutions/align-call?utm_source=podcast
Follow the Conversation:
- LinkedIn: https://linkedin.com/in/hazel-secco
- Instagram: https://instagram.com/alignfinancialsolutions
About Hazel Secco, CFP®, CDFA®
Hazel Secco, CFP®, CDFA®, is the founder of Align Financial Solutions, a fee-only fiduciary firm in Hoboken, New Jersey, that helps high-net-worth women bring retirement, equity compensation, tax, and estate planning into one plan.
Disclaimer: All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.
The above case study is hypothetical and does not involve an actual Align Financial Solutions client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if A...5 min - EP 2: Financial Advisor Compensation Demystified
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In this episode of "Her Honest Money Talk," we take a deep dive into the intriguing world of financial advisor compensation. Join us as we uncover the various ways financial advisors get paid, from fee-only and fee-based models to commission-based and bonus-driven structures. Discover the pros and cons of each approach and learn how to navigate the complexities of advisor compensation to make informed choices that align with your financial goals. Whether you're seeking financial advice or simply curious about the mechanics behind the industry, this episode will shed light on the crucial topic of how advisors earn their keep. Tune in for a wealth of insights and empower yourself with the knowledge you need to make confident financial decisions.
📝 Free Retirement Readiness Assessment → https://alignfinancialsolutions.com/retirement-readiness-assessment
📞 Book a free Align Call → https://calendly.com/alignfinancialsolutions/align-call?utm_source=podcast
Follow the Conversation:
- LinkedIn: https://linkedin.com/in/hazel-secco
- Instagram: https://instagram.com/alignfinancialsolutions
About Hazel Secco, CFP®, CDFA®
Hazel Secco, CFP®, CDFA®, is the founder of Align Financial Solutions, a fee-only fiduciary firm in Hoboken, New Jersey, that helps high-net-worth women bring retirement, equity compensation, tax, and estate planning into one plan.
Disclaimer: All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.
The above case study is hypothetical and does not involve an actual Align Financial Solutions client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if A...4 min - EP 1. Navigating Market Realities: Unveiling the Unspoken Truths
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Join Hazel Secco, founder of Align Financial Solutions, in this eye-opening episode of "Honest Money Talk." In a world where financial advisors often paint a rosy picture, Hazel brings you the unspoken truths that can transform your perspective on investing. Discover the powerful insight that most advisors keep behind the scenes: no one controls the market's twists and turns. Learn why it's crucial to embrace this reality and focus on what truly matters – crafting a robust financial plan. Hazel's wisdom will empower you to weather the market's ups and downs with confidence and equip you with the tools to navigate your financial journey with resilience. Tune in to this enlightening discussion and take control of your financial future today.
📝 Free Retirement Readiness Assessment → https://alignfinancialsolutions.com/retirement-readiness-assessment
📞 Book a free Align Call → https://calendly.com/alignfinancialsolutions/align-call?utm_source=podcast
Follow the Conversation:
- LinkedIn: https://linkedin.com/in/hazel-secco
- Instagram: https://instagram.com/alignfinancialsolutions
About Hazel Secco, CFP®, CDFA®
Hazel Secco, CFP®, CDFA®, is the founder of Align Financial Solutions, a fee-only fiduciary firm in Hoboken, New Jersey, that helps high-net-worth women bring retirement, equity compensation, tax, and estate planning into one plan.
Disclaimer: All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.
The above case study is hypothetical and does not involve an actual Align Financial Solutions client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if A...4 min
About Align Your Retirement
From the publisher's feed
Align Your Retirement is the retirement podcast for women in their 40s and 50s who've done a lot right with their money and know retirement is too important to wing.
If you're the CFO of your…
household, whether you're married, single, divorced, or widowed, you already know the voices:
"I'll run the real numbers after Q4."
"My 401(k) is fine. I check it."
"I'll handle Social Security timing when I'm closer."
"The inherited IRA can sit in cash until I figure out the 10-year rule."
Every one of those voices is quietly moving your retirement date. Each episode covers one retirement decision that costs more than it needs to when you carry it alone, like Social Security timing, Roth conversion windows, sequence of returns risk, tax-efficient withdrawals, pension elections, asset location, the inherited IRA, and health care before Medicare.
Hosted by Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions, a fee-only fiduciary firm in Hoboken, New Jersey, that helps high-net-worth women bring retirement, equity compensation, tax, and estate planning into one plan. We work with clients across the country virtually.
Two ways to go deeper:
📋 Retirement Readiness Assessment, free and self-paced. Link in every show note.
📞 Align Call, a 15-minute conversation with Hazel about your own situation. Link in every show note.