New Horizons for Decision Dialogues

June 20, 2022

On episode 33 of Decision Dialogues, Jennifer Faherty talks briefly about an exciting change for the podcast.

Listen here:

Transcript

The summary below has been created by a professional transcription vendor upon review of the recorded presentation. Please excuse any typos as well as portions noted to be inaudible.

Hello! My name is Jennifer Faherty and I am the Chief Client Experience Officer here at Modera Wealth Management, LLC.

Over the last year and a half, we’ve featured successful business owners and their candid, personal accounts of key financial decisions along their journeys.

Going forward, our podcast will delve deeper into the nuances of specific financial decisions.

Each month, we will feature a significant financial question and share advice on how to navigate the options. We will speak as financial advisors as well as from our own personal experiences.

We will help answer questions like:

  • When should I retire and more importantly how do I prepare for it?
  • Should I buy a second home and when is it that right time to move?
  • When do I exercise my stock options?
  • As a business owner, how do I choose the right retirement plan for my staff and myself?
  • How do I give back to the causes that are important to me?
  • And more!

 We look forward to sharing our advice and stories with you soon when Decision Dialogues continues.

Subscribe

Modera Wealth Management, LLC (“Modera”) is an SEC registered investment adviser. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to Modera’s registration status, its fees and services please contact Modera or refer to the Investment Adviser Public Disclosure Web site (www.adviserinfo.sec.gov) for a copy of our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

This article is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This article is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this article are subject to change without notice based on changes in the law and other conditions.

Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.