In the latest episode of the “Building Your Wealth Bridge” podcast, George C. McCabe,
CPA, Financial Advisor, is joined by Tim McCabe (Founder of McCabe & Associates) and Karlee Garcia (Private Client Relationship Manager at Black Cloak) for a practical, real world look at modern cybersecurity planning—especially for retirees and families navigating changing devices, routines, and risk. 

Tim shares his firsthand onboarding
experience with Black Cloak, and Karlee breaks down the key defensive tools & strategies and ongoing support members receive, including:

• Privacy & Exposure Review: How Black Cloak helps identify where personal data is
circulating (data broker sites and dark web monitoring) and assists in reducing your
digital footprint to help cut down risk—and even spam calls.

• Home & Travel Security: A walkthrough of home Wi-Fi scanning for vulnerabilities,
device risk defense, and using tools like a VPN to stay more secure on public
networks (airports, hotels, and beyond).

• Everyday Threat Prevention Tools: Simple safeguards for modern habits, including
QR code scanning to detect malicious links and guidance on spam call blockers and
device settings.

• Action Items + White-Glove Concierge Support: Key defensive moves like freezing
credit and ChexSystems, setting up an IRS Identity PIN, using password managers,
and upgrading MFA beyond text messages—plus 24/7 concierge help for incidents, suspicious messages, and proactive monitoring.

As always, please send our team any questions or topics you’d like us to cover in the future.

We hope this finds you well.

Karlee Garcia and Black Cloak are not affiliated or registered with Cetera Wealth Services,
LLC. Any information provided by Karlee Garcia and Black cloak is in no way related to
Cetera Wealth Services, LLC or its registered representatives. George and Tim McCabe are
registered Representatives of Cetera Wealth Services LLC, Member FINRA/SIPC. The
opinions contained in this material are those of the presenters, and not a recommendation
or solicitation to buy or sell investment products. 

This information is from sources believed
to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Advisornet Wealth Partners, a registered investment advisor. Cetera is under separate ownership from any other named entity. 9480 ENTERPRISE DR STE 1 MOKENA, IL 60448 708-479-7755

In the latest episode of the “Building Your Wealth Bridge” podcast, Ryan C. Gandurski, Financial Advisor, has a discussion with Lauren Bigham-Steele from Boomer Benefits.  Boomer Benefits is a firm that has been in business for over 20 years supporting clients across the country who are navigating the world of Medicare. The firm’s client service team offers assistance with all avenues of Medicare including going over different plan options, enrollment, claims and ensuring that clients are given accurate and resourceful information.

Lauren explains how the Boomer Benefits team is able to provide a personalized experience for every client to ensure that his or her unique situation is carefully considered.

Ryan and Lauren also dive into the differences between Medicare, Medigap and Medicaid plans.  They discuss what each plan is and some of the different services that are covered and not covered under each plan.

As always, please send our team any questions or topics you’d like us to cover in the future.  

We hope this finds you well

In the latest episode of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with Jonathan Tink, a loan officer at an independent mortgage bank, Compass Mortgage.  Jonathan explains the role of independent mortgage banks and joins George in a discussion on the following topics:

· Factors loan officers look at to determine loan amounts, interest rates and what type of loan may be best suited for an investor

· First-time home buyers

· Different strategies to consider when purchasing a home including down payment percentage, mortgage insurance and monthly mortgage payments

George and Jonathan also discuss how debt can be viewed differently from person to person and how this may impact one’s approach to paying off a home.

As always, please send our team any questions or topics you’d like us to cover in the future.  

We hope this finds you well.

In episode 10 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with Tim Sanders, the owner and proprietor of Silent Donor. Silent Donor is an anonymous and user-friendly donation platform geared towards individuals who are interested in donating to charity in an anonymous way that maintains their privacy. Tim analyzed common grievances and privacy concerns shared amongst non-anonymous donors and realized the assistance that an anonymous donation platform could offer to all sorts of donors. The company was launched in 2019 and has since been able to help thousands of individuals, families and corporations send millions of dollars to charities around the world.

As always, please send our team any questions or topics you’d like us to cover in the future.

 We hope this finds you well.

In episode 9 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, discusses filing for social security.  In the episode, he goes over three real life case studies he encountered in the last year which led to the recommendation of three different filing strategies.  Below are a few of the other topics he dives into:

· Common reasons why individuals may choose to file for social security and begin collecting as early as possible, as late as they can or somewhere in between

· The importance of understanding your options even before reaching early retirement filing age

· Different factors advisors will look at and analyze for clients to better assist them with making a filing decision

· Questions and concerns George has received from clients regarding social security 

As always, please send our team any questions or topics you’d like us to cover in the future.  

We hope this finds you well.

This information may not be relied on for the purpose of determining your social security benefits or eligibility, or avoiding any federal tax penalties.  You are encouraged to seek advice from your own tax or legal professional.

In episode 8 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with Becky Thompson and David Haughton from “Wealth.com” to discuss the importance of estate planning, the “Wealth.com” platform and the technology solutions they offer to help clients navigate the process and feel confident in their estate plan.  Below are a few of the topics they dive into:

·         Common reasons why people may not have an official estate plan in place

·         The advantages of having your financial advisor involved in your estate  planning

·         How “Wealth.com” strives to make estate planning more accessible, comprehensible and less of a burden

As always, please send our team any questions or topics you’d like us to cover in the future.  

We hope this finds you well.

Becky Thompson and David Haughton are not affiliated or registered with Cetera Wealth Services, LLC.  Any information provided by Becky or David is in no way related to Cetera Wealth Services, LLC or its registered representatives.  GEORGE MCCABE offers Securities through Cetera Wealth Services, LLC, member FINRA/SIPC.  Advisory Services offered through AdvisorNet Wealth Partners a registered investment adviser.  Cetera is under separate ownership from any other named entity.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, account or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

In episode 7 of the “Building Your Wealth Bridge” podcast, Zachary B. Morgan, CFA, CFP®, Financial Advisor, and William E. Will, CFA, Financial Advisor, sit down to recap the first half of the year in the markets and go over what can be expected during the second half of the year.  Below are a few of the topics discussed:

• Performance of the U.S. and international stock markets during the first half of the year
• The benefits of diversification within your portfolio
• How the new Big Beautiful Bill may impact the markets going forward

As always, please send our team any questions or topics you’d like us to cover in the future.  

We hope this finds you well.

A diversified portfolio does not assure a profit or protect against loss in a declining market.  The opinions are those of the writer/presenters, and not the recommendations or responsibility of Cetera Wealth Services, LLC or its representatives.

Visit our Website: https://tcmccabe.com/

New Client Inquiries and Second Opinion Service:
https://tcmccabe.com/new-client-inquiry/

Connect with us on LinkedIn:
William E. Will, CFA, Financial Advisor:   / william-will-cfa-5666811b3 
Zachary B. Morgan, CFA, CFP®, Financial Advisor:   / zac-morgan-cfa-cfp%c2%ae-339745b1  

In episode 6 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with BlackCloak, a third-party company that specializes in cybersecurity. Below are a few of the topics discussed:

• Simple and effective measures individuals can put in place right away to help protect themselves against cybersecurity threats and become less of a target

• The definition of cyber crime and examples of what information can be used to trick us, our devices, and third-party companies that we use

• Red flags to look out for on our devices and next steps to take when necessary

• Cybersecurity planning for high-net-worth families and executives

As always, please send our team any questions or topics you’d like us to cover in the future.  We hope this finds you well.

BlackCloak is not affiliated or registered with Cetera Advisor Networks LLC.  Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.  Any information provided is that of BlackCloak.

In Episode 5 of the “Building Your Wealth Bridge” podcast, our advisors discuss the following:

• William E. Will, CFA, Financial Advisor, speaks on the recent tariffs making headlines and offers some historical perspective on news events of the past and how they have impacted the stock market.

• Zachary B. Morgan, CFA, CFP, Financial Advisor, dives a little deeper into market corrections, the importance of diversification and where the U.S. and international markets stand today as we enter the second quarter of 2025.

As always, please send our team any questions or topics you’d like us to cover in the future. We hope this finds you well.

In this episode of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, is joined by colleagues Zachary B. Morgan, CFA, CFP®, Financial Advisor, and Ryan Gandurski, Financial Advisor, for a comprehensive start-of-the-year planning discussion. 

With 2024 in the books, the team outlines how investors can use January as a strategic reset! Reviewing investments, refining tax strategies, strengthening cybersecurity, and preparing for the most important decade of retirement planning.

The conversation moves beyond market headlines to focus on the broader financial picture! Helping both retirees and wealth builders prioritize what truly matters as a new year begins.

The team engages in a detailed discussion on the following topics:

• Your January Financial Planning Checklist: George walks through five key areas to revisit at the start of each year—investment rebalancing and RMD planning, early retirement account contributions, proactive tax review, estate plan updates, cybersecurity safeguards, and insurance coverage adjustments.

• The Case for Global Diversification: Zac analyzes global market capitalization data and recent performance trends to explain why concentrating solely in U.S. stocks can create unnecessary risk, highlighting historical examples like Japan’s multi-decade recovery and the importance of owning companies worldwide.

• The Psychology and Strategy of Retirement Distribution Planning: Ryan explores the shift from saving to spending in retirement, outlining key age milestones (59½, 62, 65, 70, and 73), safe withdrawal considerations, and why the 60–70 window is one of the most critical, and emotionally challenging financial planning periods of an investor’s life.

As always, please send our team any questions or topics you’d like us to cover in the future.

We hope this finds you well.

9480 Enterprise Dr, Suite 1
Mokena, IL 60448
708-479-7755

Securities offered through Cetera Wealth Service, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Partners, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services, LLC, exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.