Synopsis
Market Street Wealth Management is a full service wealth management and financial services firm located in West Chester, PA. What makes our firm unlike any other, is our focus not only on investment management and finances, but many other areas of concern that retirees face like Social Security planning, Medicare and healthcare counseling, wills, trusts, estate planning and much more.
Episodes
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Health Options Program (HOP) for PSEARS Members
26/03/2014 Duration: 13minIn today's episode we're going over HOP, a health insurance program developed for members of PSEARS
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Tax Planning Vs. Tax Preparation
25/03/2014 Duration: 05minToday we're discussing an important topic related to taxes. Did you know there is a difference between tax planning and tax preparation?
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IRA Strategies and Tips
25/03/2014 Duration: 06minIn today's episode we're discussing IRA strategies that educators and retirees should be aware of.
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Pension Planning and Maximization Tips and Strategies
21/03/2014 Duration: 13minPension planning is an important part of an overall financial plan. It's important to take a "big picture" view of your retirement plan before making any decisions.
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The Importance of Homeowners & Auto Insurance in a Retirement Plan
12/02/2014 Duration: 15minIf your financial advisor doesn't discuss your liability and property insurance with you, they are potentially overlooking a serious exposure in your retirement planning.
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Why Homeowners & Auto Insurance Rates Increase
12/02/2014 Duration: 19minUnderstanding why insurance premiums increase can help you when searching for a better company or price.
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How To Save On Homeowners & Auto Insurance Premiums
12/02/2014 Duration: 09minSaving money on homeowners and auto insurance premiums doesn't have to be difficult. With the help of an independent agent, rates can be compared quickly and easily.
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Mistakes With 401k
07/02/2014 Duration: 10min401k planning and management doesn't have to be confusing. In this segment we discuss some of the mistakes to steer clear of with your 401k.
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Investment Truths & Myths
07/02/2014 Duration: 16minIn this segment, we're discussing some of the common investment myths
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Pros & Cons Of Index Annuities
07/02/2014 Duration: 17minAre you confused about how index annuities really work? Tune in to this segment as we are discussing the pros & cons of Index Annuities
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Accumulation vs. Distribution Part 2
31/01/2014 Duration: 21minPart 2 of our Income Accumulation vs. Distribution segment
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Accumulation Vs Distribution Part 1
31/01/2014 Duration: 22minIncome Accumulation and Distribution in retirement is an important topic. Learn more in today's segment