46 min
How to Secure Your Financial Future Real Wealth Real Health
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- Entrepreneurship
Checking in with a wealth advisor about planning for the future in our current economic climate.
In seasons of economic uncertainty, it’s more important than ever to have a solid financial plan. In this episode, wealth advisor Jerry St-Cyr shares some of the most important considerations to keep in mind about retirement planning, long-term care insurance, and investing in today’s market. He also explains why he’s so passionate about helping women secure their financial independence, and he shares a preview of his upcoming book, WOMANITY! A Tribute to Women.
Jerry St-Cyr is a wealth advisor with New York Life Insurance Company, where he focuses on retirement, financial, and legacy planning. Jerry previously worked as a financial advisor at Morgan Stanley and a global business leader in sales management, marketing, business development, and corporate negotiation. Jerry is also the author of two books, My Wine Guide (made simple) and WOMANITY! A Tribute to Women.
Key Insights:
Jerry’s perspective on our current economic situation
Why retirement planning needs to evolve
What to include in your financial plan
When to start investing in long-term care insurance
Investing in today’s market
Jerry’s new book and his efforts to celebrate women
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio:
Jerry St-Cyr is a wealth advisor with New York Life Insurance Company. Prior to this role, Jerry was a Financial Advisor for five years at Morgan Stanley focusing on retirement, financial and legacy planning for families in the Tri-State area. Prior to that, he was a multi-dimensional global business leader with executive-level sales management, marketing, business development and corporate negotiation experience in North and South America, Europe and Asia. Jerry still focuses on retirement, financial and legacy planning. His other areas of expertise lie in 401K and Defined Benefit plans. His target audiences include women, small business owners, doctors’ and lawyers’ offices, religious organizations and successful individuals and families in the Tri-State area. Jerry received his Bachelor's Degree in Commerce with a major in Marketing from McGill University in Montreal, Canada. He also studied Strategic Negotiations at Harvard, the Executive Development Program at the Wharton School of Business, International Project Management at IMD Business School in Switzerland and Finance and Leadership at the Singapore Institute of Management. Jerry is also an accomplished author of two books: My Wine Guide (made simple) and WOMANITY! A Tribute to Women.
Resources:
Real Wealth Real Health
Alpha Investing
podcast@alphai.com
gmstcyr@comcast.net
Learn more about your ad choices. Visit megaphone.fm/adchoices
Checking in with a wealth advisor about planning for the future in our current economic climate.
In seasons of economic uncertainty, it’s more important than ever to have a solid financial plan. In this episode, wealth advisor Jerry St-Cyr shares some of the most important considerations to keep in mind about retirement planning, long-term care insurance, and investing in today’s market. He also explains why he’s so passionate about helping women secure their financial independence, and he shares a preview of his upcoming book, WOMANITY! A Tribute to Women.
Jerry St-Cyr is a wealth advisor with New York Life Insurance Company, where he focuses on retirement, financial, and legacy planning. Jerry previously worked as a financial advisor at Morgan Stanley and a global business leader in sales management, marketing, business development, and corporate negotiation. Jerry is also the author of two books, My Wine Guide (made simple) and WOMANITY! A Tribute to Women.
Key Insights:
Jerry’s perspective on our current economic situation
Why retirement planning needs to evolve
What to include in your financial plan
When to start investing in long-term care insurance
Investing in today’s market
Jerry’s new book and his efforts to celebrate women
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio:
Jerry St-Cyr is a wealth advisor with New York Life Insurance Company. Prior to this role, Jerry was a Financial Advisor for five years at Morgan Stanley focusing on retirement, financial and legacy planning for families in the Tri-State area. Prior to that, he was a multi-dimensional global business leader with executive-level sales management, marketing, business development and corporate negotiation experience in North and South America, Europe and Asia. Jerry still focuses on retirement, financial and legacy planning. His other areas of expertise lie in 401K and Defined Benefit plans. His target audiences include women, small business owners, doctors’ and lawyers’ offices, religious organizations and successful individuals and families in the Tri-State area. Jerry received his Bachelor's Degree in Commerce with a major in Marketing from McGill University in Montreal, Canada. He also studied Strategic Negotiations at Harvard, the Executive Development Program at the Wharton School of Business, International Project Management at IMD Business School in Switzerland and Finance and Leadership at the Singapore Institute of Management. Jerry is also an accomplished author of two books: My Wine Guide (made simple) and WOMANITY! A Tribute to Women.
Resources:
Real Wealth Real Health
Alpha Investing
podcast@alphai.com
gmstcyr@comcast.net
Learn more about your ad choices. Visit megaphone.fm/adchoices
46 min