We’re excited to announce that one of our team members, Dan Oaklief, has recently earned his Certified Financial Planner designation. This is such an awesome achievement and one that he’s worked diligently to accomplish, but what does this actually mean for advisors and clients? Today we’re sitting down with Dan to discuss this milestone, what it means to be a CFP®, and the importance of continuing education in this industry.

Here’s some of what we discuss in this episode:

• What is the value of CFP® accreditation in the field?

For more, visit us online: https://baschrock-fg.com/

In this episode of Unlocking Your Financial Future, Ben is joined by Chief Investment Officer, Keith Lockwood. He’s here to help dive into some of the market volatility we have seen lately and what it could mean for your investments. Tune in as Ben and Keith look at how geopolitical factors can impact the market, how recent recession talk could be a little overblown, and what investors should expect as we head into Q3 and the election season. 

Here’s some of what we discuss in this episode:

• What was really behind the bad day for the stock market in early August

For more, visit us online: https://baschrock-fg.com/

In today’s episode, we’re continuing our conversation on the annual Social Security Trustees Report.

In this half of the conversation, we’ll cover some interesting statistics from the report, including the impact of declining birth rates and immigration on Social Security's future. We'll also explore how life expectancy trends and recent events like COVID-19 are influencing projections.

Here’s some of what we discuss in this episode:

• What does it mean that Social Security could be insolvent by 2035?

For more, visit us online: https://baschrock-fg.com/

In today’s episode, we’re going to share some updates from the annual Social Security Trustees Report. With Social Security serving as a cornerstone for countless retirees, understanding its current state and future projections is important. Listen in as Ben highlights the key takeaways from the 277-page report that you need to know about.

Here’s some of what we discuss in this episode:

• The projected depletion of Social Security reserves by 2035

For more, visit us online: https://baschrock-fg.com/

We’re back to finish up our conversation with Deborah and Hannah Wasylko, the dynamic duo behind Baskets Galore. This business specializes in customized corporate gift designs, from branded items to gift baskets featuring local and gourmet selections. If you missed part 1, you can check it out here!

Here’s some of what we discuss in this episode:

• How Deborah and Hannah operate the business side of Baskets Galore

Get in touch with the Baskets Galore Team

https://basketsgaloregifts.com/

Baskets Galore Storefront: 95 Pearl Road, Brunswick, OH 44212

[email protected]

330-220-0088

For more, visit us online: https://baschrock-fg.com/

We’re excited to sit down with Deborah and Hannah Wasylko, the dynamic duo behind Baskets Galore. This business specializes in customized corporate gift designs, from branded items to gift baskets featuring local and gourmet selections. Join us as they share the story behind starting this business and their passion for creatively assisting business owners with thoughtful gifting.

Here’s some of what we discuss in this episode:

• Hannah and Deborah’s professional backgrounds + transition into corporate gift design

Get in touch with the Baskets Galore Team

https://basketsgaloregifts.com/

Baskets Galore Storefront: 95 Pearl Road, Brunswick, OH 44212

[email protected]

330-220-0088

For more, visit us online: https://baschrock-fg.com/

We’re excited to welcome back Mike and Mandy Hamlin for today’s episode. Mike and Mandy are the owners of the successful food truck and catering business, Kitchen 212. From losing their jobs during the pandemic to taking the leap to start their own business, their story is incredibly inspiring. If you missed part 1, you can check it out here!

Here’s some of what we discuss in this episode:

• How Mike and Mandy have pivoted from public events to private catering + the different services they offer today

Learn more about Kitchen 212:

https://www.kitchen212.com/

 For more, visit us online: https://baschrock-fg.com/

We’re excited to have some special guests on the podcast for a fun two-part episode. Mike and Mandy Hamlin are the owners of the successful food truck and catering business, Kitchen 212. From losing their jobs during the pandemic to taking the leap to start their own business, Mike and Mandy have an inspiring story to share.

Join us as we chat about some common misconceptions of entrepreneurship, the importance of celebrating small victories in business ownership, and much more!

Here’s some of what we discuss in this episode:

• How COVID-19 led Mike and Mandy back to Ohio to start a food truck

Learn more about Kitchen 212:

https://www.kitchen212.com/

 For more, visit us online: https://baschrock-fg.com/

In case you missed it, we recently released a podcast episode with Keith Lockwood (CIO), where we reflected on this year’s financial landscape. Coming off a pretty good year in the market, what can we expect to see in 2024? Listen in as we discuss the anticipated trends and challenges that the new year might bring.

Here’s some of what we discuss in this episode:

• Potential pullbacks in the first quarter of 2024 + opportunities to invest in good companies

 For more, visit us online: https://baschrock-fg.com/

As we wrap up the year, we are joined by Keith Lockwood (CIO) for a two-part discussion, exploring the financial dynamics of 2023 and providing insights into what lies ahead in 2024. Listen in as we chat about this rollercoaster of a year, focusing on the unprecedented market gains in November and December, the dominance of the “Magnificent Seven” and the Federal Reserve's role in shaping the market.

Here’s some of what we discuss in this episode:

• The market’s unprecedented run in the last two months

 For more, visit us online: https://baschrock-fg.com/