Podcast
Ep. 10 – How to Talk About Finances with Your Spouse 😊
When building a financial or retirement plan with your significant other, there are some extra items to consider. How to discuss finances with your spouse? How to build a plan that both parties want for the future? In this episode, Tom Fleishel explores the ins and...
Ep. 9 – Hack-Proof Your Life: Cybersecurity Survival with Jessica Rice
Have you ever been approached by email, phone, or through social media with an offer that seems too good to be true? Do you have elderly loved ones who would jump at the chance to save you from a sticky situation? It is time to get educated and pass your knowledge to...
Ep. 8 – Top 10 Questions You’ve Wanted Answers To
How often do you lie awake at night thinking about financial stress or questioning if you should hire a financial advisor? You aren’t alone. In this episode, Tom Fleishel shares the answer to the top ten questions produced from a recent survey by Fleishel Financial...
Ep. 7 – The Future of Small Businesses
Businesses have already been forced to change the way they work due to rising costs and employee isolation. How will the past few years change the way small businesses hire and operate in the future? In this episode, Tom Fleishel dives into the struggles small...
Ep. 6 – A Wealth Managers Perspective on a Clients Loss of Mental Acuity
No matter how much we all want to stay young, at some point, age will catch up to all of us. Hence, planning is key to ensuring a smooth transition in life. In this episode, Tom Fleishel dives into financial planning with a focus on planning for the loss of mental...
Ep. 5 – 10 Top Tax Tips for 2022, Part Two
When it comes to taxes, many dread how much they will pay. But with help of these tricks, that number will fall while still granting benefits. In part two of this miniseries, Tom Fleishel continues navigating the path of all things taxes. Tom sheds some light on five...
Ep. 4 – 10 Top Tax Tips for 2022, Part One
Summary: Tax season is upon us once again. If you’re wondering how you can save when it comes to taxes, this is the episode for you. In part one of this two part series, Tom Fleishel provides five of the ten key tricks you can use to help manage your taxes this tax...
Ep. 3 – What’s Next When Joining Fleishel Financial Associates!
Summary: Your first meeting with a financial advisor helps you learn more about their practice. But what happens after you sign on the dotted line is still a mystery. In this episode, Tom Fleishel explains the next steps once you’ve signed on the dotted line. Tom...
Ep. 1 – Meet Tom Fleishel, MBA, CFP® – A Financial Advisor Full of Clarity And Confidence
Summary: After growing up in a low-income household and joining the army, Tom Fleishel discovered ways he can grant his family clarity and confidence with their finances. And now he is helping clients gain that same clarity and confidence to live their life by design....
Ep. 2 – Fleishel Financial’s Approach To Financial Clarity
Summary: Choosing your financial advisor can be difficult with only an initial fifteen-minute meeting. And that’s because learning what your plan could be before paying can ensure you have a better understanding of your financial advisor and your financial future. In...