Dollar Wise Podcast

Jason Gabrieli and Tyler Reedman dive into the pandemic rise of trading apps like Robinhood and some ideas to think about when considering how that fits into your overall financial picture. They review the differences between day-trading (or “stock-picking”) and investing in a diversified portfolio and provide some context into when and where it might be appropriate to use each strategy.

Like what you’ve heard…

Learn more about HFM HERE

Schedule time to speak with us HERE

Open an HFM Ignite account HERE

In this episode, Jason Gabrieli speaks with Donna Baines from Baines College Consulting, LLC. She provides some insights into the mistakes families make when preparing for college and how to avoid them. Donna works with students and their families to reduce the fear and stress of navigating college admissions by providing individually-tailored guidance that helps them tackle the overwhelming tasks of identifying, applying for, and funding their college experience.

Jason Gabrieli talks with Alexandra Rigden, a Family Law attorney at Cooper Levenson in Cherry Hill. Alexandra discusses some of the common misconceptions about divorce, how to properly prepare for the process, and some good tips for keeping yourself emotionally and mentally strong throughout.

Jason Gabrieli and Michael Pallozzi discuss one of the most prevalent investment options used in most people's 401ks - Target Date Funds. We explain what they're all about, how to use them properly in your 401k, and when it makes sense to use something else.

Whether you're a business owner, employee, or even unemployed - filing a tax return is something we all need to do. In this episode, Catherine Allen-Carlozo speaks with Meggan Ciaccia on the value of building a relationship with a CPA who can get to know your situation and can help you avoid costly mistakes.

Jason Gabrieli and Tyler Reedman explore some of the biggest themes we are hearing from investors regarding the election and review a blog article from A Wealth of Common Sense - Don’t Mix Your Politics With Your Portfolio. We put things in historical context of the market ups and downs of previous presidential terms and discuss some questions you should be asking yourself if you're considering making a a change in your investment portfolio based on the election outcome.

HFM Advisor Catherine Allen-Carlozo speaks with Jill McNeil from LLIS, a Long Term Care Specialist about the considerations that should be made when planning for your retirement health care needs, including the potential need for long term care.

Turning 65 means it's time to think about Medicare and how exactly it'll fit into your overall financial situation. In this episode, we interview Bill Webb of Saratoga Benefit Services to layout the basics of Medicare, understand the considerations you should be making, and how to determine whether an Advantage Plan or Medicare Supplement plan is the right fit for you.

We are joined by the President of Rowan College South Jersey, Dr. Frederick Keating. He shares some fantastic insights into the direction of the higher education field (pre- and post-COVID) as well as his thoughts on how to best position yourself for an academically and financially optimal college experience. If you're a parent or grandparent of an aspiring college student, you will not want to miss this conversation!

HFM's Catherine Allen-Carlozo talks with her friend Laura Ergood, an Estate Planning Attorney in Cherry Hill, NJ. So often we think of Estate Planning only as something that we need to consider as we age, but they'll discuss the nightmare scenarios you can avoid with your young adult children that can be avoided with the right documents.