Episode 20 - Estate Planning with Rebecca Doyle, Esq
In this episode Robert interviews local Sussex County Estate Planning attorney Rebecca Doyle of Baird, Mandalas & Brockstedt. They cover the importanc...
Retirement Insights
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About
Welcome to "Retirement Insights" a podcast by InFocus Financial Advisors, Inc. Providing retirement advice, strategies, and insights to the soon to be retired, newly retired, and retirees of all ages.This podcast features Eric Johnston CFP President/Financial Advisor of InFocus Financial Advisors, Inc who has been an advisor for 25 years since 1993 and Robert Jeter, CFP who has been a Financial Advisor since 2012 and has been with InFocus Financial Advisors, Inc. since 2016. 327 Tilghman Rd Suite 100, Salisbury, MD 21804 410-677-4848. Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Episode 19 - The Market vs. The Economy with Gene Goldman, CFA
In this episode Eric interviews guest Gene Goldman, CFA Chief Investment Officer of Cetera Financial Group. They cover the difference between the mark...
Episode 18 - Low Yields
In this episode Eric and Robert talk about the current low yield environment, its affect on withdrawal rates and how this may affect retiree portfolio...
Episode 17 - Automating Your Finances
In this episode Eric and Robert talk about the good and the bad in new technology and automation available to today's investors.
Episode 16 - ESG: The Latest on Socially Conscious Investing
In episode 16 of the Retirement Insights Podcast, Eric and Robert cover ESG Investing. ESG is a new trend in investment selection, on selecting compan...
Episode 15 - Planning For Survivorship
In this episode Eric and Robert talk about the importance of planning for survivorship. What happens when one spouse pre-deceases the other. We cover ...
Episode 14 - Introducing Cetera Financial Group. An Interview with Brian Klimke, CFA
In this episode, Robert interviews Investment Director Brian Klimke, CFA. They cover who Cetera Financial Group is, their relation to InFocus Financia...
Episode 13 - The Lewes Public Library
In this episode, Robert Jeter, CFP interviews Rebecca Lowe from the Lewes Public Library. They review the abundance of resources the library has to of...
Episode 12 - Retirement and the Coronavirus
In this episode, Eric and Robert talk about moves to make to enhance your retirement during the ongoing Coronavirus pandemic. They also give a market ...