On episode 33 of Decision Dialogues, Jennifer Faherty talks briefly about an exciting change for the podcast.
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.
Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.