In this episode, we sit down with Jeff Lavine to talk about one of the biggest factors in many of our clients portfolios: real estate. The market has been changing fast and Jeff breaks down what those shifts mean for buyers, investors, and long term...
In Episode 3 of the SJK Wealth Management Podcast, Scott Kleiman, AIF® and Christopher Tuck, CFP® sit down with the team at Hark Maskarinec, PC to discuss the importance of collaboration between wealth advisors and CPAs....
Retail is evolving—but where is it headed? In this episode of The SJK Wealth Management Podcast, we sit down with Debra Camarota, a seasoned retail expert and shopkeeper at Anthony Robert Haberdashery, to explore the shifting landscape of the apparel industry....
Welcome to the first episode of the SJK Wealth Management Podcast! Join Chris Tuck and Scott Kleiman as they explore market trends, financial planning strategies, and expert perspectives on innovation, AI, and the future of investing....
Your Money Story : What Your Past Can Reveal About Your Relationship With Money ...
Scott and Chris discuss SPAC and the trends we are seeing in the market....
Scott and Chris discuss 5G and the trends we are seeing in the market....
Scott and Chris discuss artificial intelligence and the trends we are seeing in the market....
Scott and Chris discuss cannabis and the trends we are seeing in the market....
Scott and Chris discuss the pandemic and the trends it has accelerated....
Replay of SJK and LPL Research on the markets ...
In episode 3, Chris and Scott interview Maureen Anderson a local elder law attorney who works with seniors, disabled persons and their loved ones to handle a wide range of legal matters....
In episode 2, Chris interviews Doylestown Mayor Ron Strouse about what it means to be Mayor and also some great facts about our town of Doylestown....
In our season premiere, Chris interviews Fran Salerno of Del Val Insurance Group, about Auto and Home Insurance....
An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. This video discusses steps your clients can take now...
In our season finale, Chris interviews the executive director of Habitat for Humanity of Bucks County ,Florence Kawoczka, about non-profit organizations. We hope you enjoyed our first season of Advisors In Cars Getting Coffee. Stay tuned for Season Two in September with more...
In our fifth episode, Chris interviews Nicole Meyers, one of our long term care insurance specialists. Chris, Nicole and Scott discuss long term care and long term care insurance . Stay tuned for Episode 6 next month....
Do you think you’ll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect form Social Security. Learn more here. ...
In our fourth episode, Chris interviews Larry Rosenthal, one of our disability insurance specialists. Chris, Larry and Scott discuss the logistics of disability insurance . Stay tuned for Episode 5 next month....
In our third episode, Chris interviews Paul R. Cohen, from Curtin and Heefner LLP. Chris, Paul and Scott discuss the importance of estate planning. Stay tuned for Episode 4 next month....