Why is planning for retirement so critical? What does a realistic retirement plan look like? What’s the difference between those who have a plan and those who don’t when something like the coronavirus epidemic happens? Is there a right place to have your money invested in times of financial uncertainty? How should people approaching retirement or recently retired respond to big decreases in retirement savings? Jordan Goodman, host of The Money Answers Show, talks with Joseph DiSalvo and Marie Madarasz about financial planning and retirement. Madarasz and DiSalvo, authors of ‘Income For Life’, talk with Goodman about strategies for converting savings into income, about mitigating risk, how to seek professional help, and about the most important consideration anyone approaching retirement or newly retired should focus on.
Guest #1: Joseph DiSalvo
Bio: Joe DiSalvo is the President of Quest Capital & Risk Management, Inc.. With more than 25 years in the financial services industry, Joe values the long-term relationships he has with his clients and is passionate about helping them build and maintain successful Investment and Income Strategies that align with their life goals. Joe has served as a Northeast Field Advisory Board Representative with AssetMark and has been recognized as being in the top tier of adivsor relationships nationwide. Joe ranks among the top producing registered representatives at Cetera Advisors Network. He is an accomplished public speaker and has led over 100 educational workshops. Joe received his Bachelor of Arts degree from the State University of New York at Stony Brook, ChFC® designation from American College, and is an Accredited Investment Fiduciary, AIF®. Joe serves as President of the Marty Lyons Foundation, an organization that fulfills the special wishes of terminally-ill children.
Guest #2: Marie Madarasz
Bio: Marie Madarasz is a Financial Planner at Quest Capital & Risk Management with nearly two decades of experience in the financial services industry. She enjoys being part of a team that has such a positive impact on clients’ financial lives by helping them develop investment and income strategies for retirement. Ms. Madarasz was previously Assistant Vice President of Secondary Marketing at BFSB. As an active member of the financial planning community and a lifelong learner, Ms. Madarasz has received the Accredited Investment Fiduciary (AIF) designation from Fi360 and the Financial Paraplanner Qualified Professional (FPQP®) from the College of Financial Planning.