Finance Upfront

Finance Upfront

By Stephen Napier - Financial AdvisorBusiness
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Finance Upfront episodes

  • Finance Upfront Episode 22 - New Years Resolutions

    Many people are looking for a fresh start in this New Year!  During this episode, we will discuss some common New Years Resolutions and outline the top 3 financial resolutions that should be on your list in 2021.

    Contact us: https://www.stevenapier.com/    

    https://www.menright-baystatefinancial.com/michael-enright

    This broadcast is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. Stephen Napier and Michael Enright are registered representatives and investment adviser's representative of MML Investors Services, LLC.(MMLIS) Member SIPC. Supervisory office located at [200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.

    CRN202301-276942

     

    16 min
  • Finance Upfront Episode 21 - Selling a Home

    Home sales continue to thrive in this economy, driving up prices on limited inventory.  Join us this episode, as we talk with Tracy Hollander from Coldwell Banker on trends in the real estate market.

    Contact us: https://www.stevenapier.com/

    https://www.menright-baystatefinancial.com/michael-enright

    This broadcast is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. Stephen Napier and Michael Enright are registered representatives and investment adviser's representative of MML Investors Services, LLC.(MMLIS) Member SIPC. Supervisory office located at [200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.

    CRN202211-275123

     

    16 min
  • Finance Upfront Episode 20 - Long Term Care Planning

    November is Long Term Awareness Month.  In this episode, we discuss long term care planning, specifically addressing options for care, cost of care, and how to pay for it.

    Contact us:

    https://www.stevenapier.com/

    https://www.menright-baystatefinancial.com/michael-enright

    This broadcast is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. Stephen Napier and Michael Enright are registered representatives and investment adviser's representative of MML Investors Services, LLC.(MMLIS) Member SIPC. Supervisory office located at [200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.

    CRN202211-274614

    21 min
  • Finance Upfront Episode 19 - Financial Planning

    In this episode, we will chat with our colleague from Baystate Financial, Jennifer Shea about the Financial Planning Process.  We will explore the purpose & components of a plan and discuss some of the benefits of initiating this process with a Financial Planning Professional.

    Contact us: https://www.stevenapier.com/

    https://www.menright-baystatefinancial.com/michael-enright

    This broadcast is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. Stephen Napier and Michael Enright are registered representatives and investment adviser's representative of MML Investors Services, LLC.(MMLIS) Member SIPC. Supervisory office located at [200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.

    CRN202211-274601

     

    24 min
  • Finance Upfront Episode 18 - Owning an HSA

    Unexpected medical expenses can really take a toll on your spending plan!  In this episode, we will define the components of a Health Savings Account and discuss some of the benefits of ownership. 

    Contact us: https://www.stevenapier.com/

    https://www.menright-baystatefinancial.com/michael-enright

    This broadcast is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. Stephen Napier and Michael Enright are registered representatives and investment adviser's representative of MML Investors Services, LLC.(MMLIS) Member SIPC. Supervisory office located at [200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.

    20 min
  • Finance Upfront Episode 17 - Saving for College

    September is College Savings Month!  In this episode, we will cover the various ways to save for a college education and discuss loan programs available for students.  We will also cover what individuals can do to lower the cost of a good education. 

    Contact us: 

    https://www.stevenapier.com/

    https://www.menright-baystatefinancial.com/michael-enright

    This broadcast is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. Stephen Napier and Michael Enright are registered representatives and investment adviser's representative of MML Investors Services, LLC.(MMLIS) Member SIPC. Supervisory office located at [200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.

    24 min
  • Finance Upfront Episode 16 - September is Life Insurance Awareness Month

    September is Life Insurance Awareness Month!  In this episode, we will cover some of the common questions people have about life insurance.  Our goal is to help our listeners understand the importance of life insurance and have knowledge to make better decisions.

    Contact us:

    https://www.stevenapier.com/

    https://www.menright-baystatefinancial.com/michael-enright

    This broadcast is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. Stephen Napier and Michael Enright are registered representatives and investment adviser's representative of MML Investors Services, LLC.(MMLIS) Member SIPC. Supervisory office located at [200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.

    CRN202209-271485

    29 min
  • Finance Upfront Episode 15 - Becoming Financially Independent

    How do you become financially independent?  In this episode of Finance Upfront we will define financial independence and explore what you need to do in your 20's and 30's to reach your target!

    Contact us: https://www.stevenapier.com/                                                       https://www.menright-baystatefinancial.com/michael-enright

    This broadcast is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. Stephen Napier and Michael Enright are registered representatives and investment adviser's representative of MML Investors Services, LLC.(MMLIS) Member SIPC. Supervisory office located at [200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.

    CRN202208-270409

    23 min
  • Finance Upfront Episode 14 - Financing & Refinancing a Home & Personal Lines of Credit

    In this episode of Finance Upfront, we chat with Tim Nickerson, Managing Director and Relationship Manager with First Republic Bank.  We explore trends in the banking industry and discuss the service model of First Republic Bank and the programs they offer.

    If you are interested in talking to Tim or anyone in our professional network, please contact us below on our website.

    Contact us: https://www.stevenapier.com/

    https://www.menright-baystatefinancial.com/michael-enright

    This broadcast is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. Stephen Napier and Michael Enright are registered representatives and investment adviser's representative of MML Investors Services, LLC. (MMLIS) Member SIPC. Supervisory office located at [200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.]

    CRN202208-269510

    29 min
  • Finance Upfront Episode 13 - Buying a Home

    In this episode of Finance Upfront, we chat with Jill McTague, a Realtor with REMAX/Andrew Realty and Deb on the Web.  We will explore the housing market and specifically talk to Jill about some of the factors you should consider when buying a home and what you need to do to prepare.

    If you are interested in talking to Jill or anyone in our professional network, please contact us below on our website.

    Contact us: https://www.stevenapier.com/

    https://www.menright-baystatefinancial.com/michael-enright

    This broadcast is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service.

    This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. Stephen Napier and Michael Enright are registered representatives and investment adviser's representative of MML Investors Services, LLC. (MMLIS) Member SIPC. Supervisory office located at [200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500.]

    CRN202208-269191

    29 min

About Finance Upfront

From the publisher's feed

Welcome to our podcast, Finance Upfront. Our goal is to provide education and awareness on finances relevant to your life. Our weekly program will discuss topics such as planning for retirement, buying a home, budgeting, paying off debt, protecting your family, student loans, small business strategies, and more.