The Personal Financial CEO Trailer

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 not only financial health, but the positive effect that optimizing your finances can have on both physical and mental well-being.

Every month, we will choose a specific personal finance theme and explore different topics surrounding that theme in each podcast session that month. We’ll discuss clear-cut, actionable strategies, without all the financial jargon . Feedback is important to the success of this podcast, so please consider liking topics that you want to see more of, and posting comments and suggestions for specific topics you would like to see covered in the future. Upcoming episodes will cover topics critical to personal finance, like: 

• how to create a solid, measurable financial plan;
• tax strategies for affluent families, entrepreneurs, and real estate investors;
• estate planning from basic, easy to implement strategies through more complex asset protection strategies;
• risk mitigation including the role that insurance should play, as well as when there are instances you may want to avoid it;
• managing your investments, including protecting yourself from market downturns and the role that alternative investments may play in the portfolios of high-net worth investors;
• behavioral ("do's and don'ts") finance mindset that could mean the difference between successfully executing your plan, and not succeeding to the level you expect even though the plan itself is solid and sound.

In short, whether you are in the process of building lasting financial freedom, or you have already built a significant level of wealth, this podcast will explore topics specifically designed to help you make smarter financial decisions on your path to success. Your participation will help shape how we craft future podcast episodes.

I realize that your time is valuable... so my goal is to add as much value and relevance to your life, as possible, through the educational efforts of this podcast. You can find this podcast on all major podcast sites, like Apple podcast, Spotify, Google podcast, Amazon and Youtube.

You can also subscribe to our newsletter and get alerts about upcoming episodes and more at RockCrestFinancial.com. 

Thank you for your interest in the Personal Financial CEO podcast and personal finance!

-Steven A. Boorstein, PharmD, CFP®

The information presented in this podcast is intended for informational purposes only and does not purport to be investment advice or an offer of investment advice, an offer to buy or sell any security or a recommendation of any investment strategy or course of action.

Website & Social Website:

https://rockcrestfinancial.com/ Podcast/Newsletter: https://rockcrestfinancial.com/podcast

Facebook: https://www.facebook.com/RockCrestFinancial 

LinkedIn: https://www.linkedin.com/in/stevenaboorstein/

Youtube: https://www.youtube.com/@PersonalFinancialCEO

Instagram: https://www.instagram.com/personalfinancialceo/

Twitter: https://twitter.com/StevenBoorstein

#PersonalFinancialCEO