Episode 277: How To Plan For Your Permanent Vacation: Retirement
Your ideal retirement isn’t gonna plan itself!
Your ideal retirement isn’t gonna plan itself!
When it comes to planning your legacy, are you savvy or are you selfish?
Elder abuse, it’s a topic that isn’t easy to discuss but is necessary to talk about. Listen to (or watch) this episode of unsuitable on Rea Radio to hear from Rea’s professional in financial abuse, Darlene Finzer, as she discusses the growing elder abuse problem and how CPA’s can combat it.
Read the “official transcript” of this episode of unsuitable on Rea Radio to read what Darlene Finzer had to say about the role of CPA’s in fighting back against the growing problem of elder abuse.
Darlene Finzer and Paul McEwan, principals and benefit plan experts at Rea & Associates join Dave on this episode of unsuitable on Rea Radio to talk about the “F word” all plan sponsors should be acutely aware of – fiduciary. In recent years, there has been more mainstream attention to the role and requirements of … Continued
On episode 19, “it starts with a penny,” Darlene Finzer, CPA, QKA, CSA, a principal and director of benefit plan audit services at Rea & Associates discusses the importance of taking control of your finances. By setting personal financial goals and developing a strategy for reaching those goals, you can prepare your bank account for … Continued