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Finance In A Flash episodes
- The History Of Beacon Financial Strategies
On this special episode of Finance In A Flash, we interview Chip and Erin on the history of Beacon Financial Strategies. We discuss the story of Beacon, the background of how Chip, and Erin met to form Beacon and the vision of Beacon moving forward.
We hope you all enjoy this episode and if you want to learn more, go to BeaconFinancialStrategies.com
24 min - Mid-Career Professionals: Savings Strategies
On this episode of Finance In A Flash, we continue our series on Mid Career Professionals by discussing different savings strategies. Erin and Nick discuss what types of accounts you should save to, and in what order. Do you save to a 529 education account before a 401k or a Roth before a personal brokerage account? We discuss these types of questions and more!
To learn more about us or our podcast go to BeaconFinancialStrategies.com
16 min - Mid-Career Professionals: Cashflow, Budgeting, Emergency Funds
On this episode of Finance In A Flash, Nick & Erin begin our series on Mid-Career Professionals. We discuss why Cash Flow, Budgeting, and having adequate Emergency Funds are extremely important and how they can impact your future plans for retirement!
16 min - What Type of Investment Account Should I Choose?
On this episode of Finance In A Flash, Nick & Chip discuss the varying types of investment accounts and the pros and cons of each. Investment accounts that were discussed include; personal brokerage accounts, Roth IRAs, Traditional IRAs, and 401ks.
If you wish to learn more about us or our company go to BeaconFinancialStrategies.com.25 min - Get To Know Beacon's Team: Stephanie Murray
On this episode of Finance In A Flash, Nick Faulkner interviews Beacon's Planning & Operations Manager, Stephanie Murray.
We really hope you enjoy this episode and get to know more about Stephanie as she talks about her personal life, her professional history, and how she contributes to Beacon's success.
If you want to learn more about us or our company go to BeaconFinancialStrategies.com12 min - Inherited IRA 10-Year Distribution Rule
Update as of November 2022:
The IRS has recently issued interpretations that impact certain provisions of the 10-Year rule for inherited IRAs. Given this new and controversial information this podcast may be incomplete in some circumstances.
In this episode of Finance In A Flash, we discuss the new 10-year Inherited IRA rules set forth by the SECURE Act in 2020.
Chip and Nick discuss what this means for people who have inherited an IRA after 2020, and what scenarios or opportunities you should think about when withdrawing funds from your Inherited IRA.14 min - Get To Know Beacon: John Matto
On this bonus episode of Finance In A Flash, Nick interviews Beacon's Client Services Representative, John Matto.
We really hope you enjoy this episode and get to know more about John as he talks about his personal life, how he goes into financial planning, and where he sees himself in the future.
If you want to learn more about us or our company go to BeaconFinancialStrategies.com18 min - Insurance Planning Series: Annuities
In this episode of Finance In A Flash, Nick & Chip continue the Insurance Planning Series and discuss "Annuities". They go through a general overview of annuities and discuss the three major types of annuities: Immediate Annuities, Fixed Annuities, and Variable Annuities.
If you want to learn more about us or our company go to BeaconFinancialStrategies.com.34 min - Insurance Planning Series: Disability Insurance
On this episode of Finance In A Flash, we continue our insurance planning series by Discussing "Disability Insurance". Nick and Chip go over commonly asked questions and discuss the specifics of Disability Insurance policies as well.
If you want to learn more about us or our company go to BeaconFinancialStrategies.com25 min - Insurance Planning Series: Long-Term Care
On this episode of Finance In A Flash, we continue our Insurance Planning series by discussing Long-Term Care Insurance (LTC). If you are nearing retirement or already retired you should seriously look into this just because of the rising costs of nursing homes and skilled nursing care.
We discuss the specifics on LTC and answer the following questions as well:
- What are elimination periods?
- What should you look for in “daily benefit amounts?”
- What are ADLs?
- Who needs LTC?
- What are “riders” on LTC policies?
We discuss a lot more regarding LTC and we hope you enjoy this episode! If you want to learn more about us or our company got to BeaconFinancialStrategies.com
30 min
About Finance In A Flash
From the publisher's feed
The purpose of this podcast is to help you, our listener, feel financially empowered. Empowered that you are making the right financial planning decisions, taking advantage of opportunities that…
exist and avoiding common pitfalls or distractions that may arise along the way. Finance in a Flash is a personal financial planning podcast that is organized and produced by a team of financial and tax professionals from Beacon Financial Strategies in Raleigh, NC. We will spend most of our time discussing the point where financial planning, taxes and investing converge.