Finance Rules: EBW Financial News Radio

January21episode

Bryan Beatty Helps Us Get Our Financial House Into Shape for 2015


What better way is there to celebrate 2015 than by making sure your financials are in great shape?
None, believes Certified Financial Planner Bryan Beatty, who is here today to talk about making sure our IRAs, insurance, and portfolios are in tip-top form.

In this podcast, he shares 5 tips for ringing in the New Year right when it comes to financial planning:

  • What is the most important thing we can do this month to get our financial houses in order?
  • Is it also important to review your insurance coverage?
  • You say it’s also important to Re-balance your portfolio or portfolios.
  • What about Roth IRAs? Are those still a good idea?
  • Last but not least, I’ve heard you recommend that we invest in a password program to manage our accounts.

Download or Stream the podcast now!

And click here to read more about this topic on Egan, Berger & Weiner’s website, EBW Financial News.

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