Podcast
Ep. 8 – Top 10 Questions You’ve Wanted Answers To
Listen Here! 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...
Ep. 7 – The Future of Small Businesses
Listen Here! 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...
Ep. 6 – A Wealth Managers Perspective on a Clients Loss of Mental Acuity
Listen Here! 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...
Ep. 5 – 10 Top Tax Tips for 2022, Part Two
Listen Here! 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...
Ep. 4 – 10 Top Tax Tips for 2022, Part One
Listen Here! 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...
Ep. 3 – What’s Next When Joining Fleishel Financial Associates!
Listen Here! 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...
Ep. 2 – Fleishel Financial’s Approach To Financial Clarity
Listen Here! 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...
Ep. 1 – Meet Tom Fleishel, MBA, CFP® – A Financial Advisor Full of Clarity And Confidence
Listen Here! 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...