Personal Financial CEO
Welcome to the Personal Financial CEO podcast, where we discuss personal finance and financial strategies to help live your best life. I am your host, Steven Boorstein, a Certified Financial Planner™ professional and a Doctor of Pharmacy. In large part because of my background, to me, financial planning is not only about financial health, but also about the positive effects that optimizing finances can have on one's physical and mental well-being. In each episode, we will tackle different personal finance topics... without all the financial jargon, and provide clear-cut, actionable strategies. The goal of this podcast is to provide practical, sound educational content that will motivate you to get in the best financial health of your life, and be able to stay that way forever.
Episodes
In this episode of the Personal Finance CEO Podcast, host Steve Boorstein is joined by Richard Lehman, adjunct finance professor and author, to delve into the world of behavioral finance. They discuss the importance of understanding investor behavior for long-term success, revealing why emotions often lead to poor financial decisions. Lehman emphasizes the benefits of using financial advisors, the impact of behavioral finance acros...
Steven Boorstein, PharmD, CFP® discusses with Professor Daniel Falkenstein, PhD, behavioral finance practical examples of how it impacts personal finance decisions. They explore various cognitive biases that affect human behavior, such as overconfidence bias, gambler's fallacy, and status quo bias. They also discuss the importance of early savings and the benefits of index fund investing. The conversation highlights the need for ed...
Steve explains why he hates the term "Retirement Plan" and what you should do, instead!
How do you pay your financial advisor? If you have over $750,000 and are still paying your advisor a percentage of your account value, then you need to watch this video! Steve and Aiden discuss how a comprehensive flat-fee service works to provide a truly unique experience to those looking for a financial planner.
0:00 Intro
0:43 Flat-Fee vs AUM
2:26 Comprehensive Flat-Fee
4:28 Example of Flat-Fee vs AUM
5:19 Difference in fees com...
Having a high level of income has it rewards, except in the case of being able to make Roth IRA contributions, where you may be either partially or entirely phased out depending on your income level. Steven A. Boorstein, PharmD, CFP® and Aiden Boorstein cover three ways for high income individuals and couples to get money into their Roth's for tax-free growth and income.
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In this episode of the Personal Financial CEO podcast, Steve A. Boorstein, PharmD, CFP® and Aiden Boorstein discuss four common ways financial financial advisors charge (commissions, hourly, AUM and flat-fee), including some of the pros and cons of each method. They focus most of the discussion on the most common method advisors use, Asset Under Management (AUM) fees and compare that to a newer method advisors are using, the Compre...
Summary
In this episode, Steven Boorstein, PharmD, CFP® discusses Social Security Spousal Benefits After Divorce.
In this short video, we taken the complex topic of claiming Social Security benefits based on an ex-spouses earning record and simplified it into the basic rules and also, some special situations you may encounter.
Takeaways
+Can you collect based on your former spouse's earnings record?
+How long did you have to ...
In this episode, Steven Boorstein, PharmD, CFP® discusses how to create a comprehensive financial plan/retirement plan in your 60s. He covers five critical areas of a solid financial/retirement plan: values and goals, tax strategy, estate planning, investment management, and risk management.
Steven emphasizes the importance of aligning these areas with your overarching financial plan and seeking professional advice when necessary.
...Welcome to the Personal Financial CEO Podcast, where we discuss personal finance and financial-based strategies to help you live your best life.
In short, whether you're in the process of trying to build financial freedom, or you've already built a significant level of wealth, this podcast will explore topics specifically designed to help you make smarter decisions on your path to success.
My name is Steven Boorstein. I'm the CEO...
Welcome to The Personal Financial CEO podcast.
My name is Steven Boorstein. My plan in creating this podcast is to discuss personal finance and financial strategies to help live your best life. I am the CEO & Founder of RockCrest Financial, which is a comprehensive financial planning firm in Somers Point, NJ.
I am both a Certified Financial Planner™ professional and a Doctor of Pharmacy, so financial planning to me is about n...
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