6 episodes

The HFM Advisor Team shares our experiences working everyday with clients going through life’s transitions. We provide some insights into the personal finance topics of the day and even share the mic with guests from our network of outside professionals. We love what we do and who we do it for, so we hope you enjoy getting to know us and learning some things along the way!

Dollar Wise Podcast HFM Investment Advisors, LLC

    • Investing
    • 5.0 • 5 Ratings

The HFM Advisor Team shares our experiences working everyday with clients going through life’s transitions. We provide some insights into the personal finance topics of the day and even share the mic with guests from our network of outside professionals. We love what we do and who we do it for, so we hope you enjoy getting to know us and learning some things along the way!

    What Could the Presidential Election Mean For Your Investments?

    What Could the Presidential Election Mean For Your Investments?

    Jason Gabrieli and Tyler Reedman explore some of the biggest themes we are hearing from investors regarding the election and review a blog article from A Wealth of Common Sense - Don’t Mix Your Politics With Your Portfolio. We put things in historical context of the market ups and downs of previous presidential terms and discuss some questions you should be asking yourself if you're considering making a a change in your investment portfolio based on the election outcome.

    • 12 min
    Why Should I Be Planning for my Long Term Care Needs?

    Why Should I Be Planning for my Long Term Care Needs?

    HFM Advisor Catherine Allen-Carlozo speaks with Jill McNeil from LLIS, a Long Term Care Specialist about the considerations that should be made when planning for your retirement health care needs, including the potential need for long term care.

    • 9 min
    65 This Year? Let's Talk Medicare...

    65 This Year? Let's Talk Medicare...

    Turning 65 means it's time to think about Medicare and how exactly it'll fit into your overall financial situation. In this episode, we interview Bill Webb of Saratoga Benefit Services to layout the basics of Medicare, understand the considerations you should be making, and how to determine whether an Advantage Plan or Medicare Supplement plan is the right fit for you.

    • 17 min
    The Future of Higher Education and How To Get Ahead

    The Future of Higher Education and How To Get Ahead

    We are joined by the President of Rowan College South Jersey, Dr. Frederick Keating. He shares some fantastic insights into the direction of the higher education field (pre- and post-COVID) as well as his thoughts on how to best position yourself for an academically and financially optimal college experience. If you're a parent or grandparent of an aspiring college student, you will not want to miss this conversation!

    • 25 min
    Your 18-26-Year-Old May Need Some Estate Planning

    Your 18-26-Year-Old May Need Some Estate Planning

    HFM's Catherine Allen-Carlozo talks with her friend Laura Ergood, an Estate Planning Attorney in Cherry Hill, NJ. So often we think of Estate Planning only as something that we need to consider as we age, but they'll discuss the nightmare scenarios you can avoid with your young adult children that can be avoided with the right documents.

    • 11 min
    The Hidden Cost Trap of Medicare

    The Hidden Cost Trap of Medicare

    In our first ever podcast, the HFM Advisor Team explores a recent article about the hidden cost that can affect Medicare participants, especially in the first couple years of retirement.

    • 10 min

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