X

Retirement Amid Crisis: The Money Answers Show

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.

Url: http://www.questcapitalmanagement.com/ & https://www.incomeforlifebook.com/

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.

Url: http://www.questcapitalmanagement.com/ & https://www.incomeforlifebook.com/

Looking for an Answer?

Resource Center

Featured on

  • "On behalf of all of us at Organon, I want to thank you for participating in the Experts in Reproductive Medicine Meeting. Your financial planning sessions were so informative. We received wonderful feedback and a great interest in learning more about business finance as well. I know that there were quite a few physicians you were able to spend time with throughout the weekend. Many of them conveyed their appreciation for all of the help and advice you extended them. We are so appreciative and cannot thank you enough for such a great job!"

    Cathy R. Termini

    R.PH Organon Inc.

  • "Where do I begin? You were excellent at the OSC Power Meeting XXIV recently held in St. Pete Beach, Florida. The speaker evaluations proved that you were a huge hit with our members. QSC members are much better off, both personally and professionally, for having attended your program. I might add that we have never had as many requests for the recording of a presentation as we have with yours. Don’t ever hesitate to have any prospective clients contact me as a reference. Thank you again for such a positive experience."

    Charles E. Wallace, III

    Executive Director/Quality Service Contractors

  • "There is always an exception to every rule and your recent seminar to our JWT employees provided that. Generally, I believe you get what you pay for and since we didn’t pay you anything for your recent talk one might not expect the reaction we got. Instead, I have been besieged with compliments about arranging for you to speak. Our employees felt more informed and financially empowered as a result of your discussion with them. I enjoyed meeting you and will be pleased to know the face behind the column that I read in every issue of Money Magazine."

    Jeff White

    Executive VP/General Manager/J. Walter Thompson

  • "On behalf of the Water Systems Council I would like to thank you for speaking at our Spring Meeting in Washington, DC on March 3rd. Your presentation was very well received by our members. The information in your presentation and additional reference materials you provided were both fascinating and timely. We hope you enjoyed meeting our members. Thank you again for taking the time to speak at our meeting."

    Kathleen M. Stanley

    Executive Director/Water Systems Council

  • "The crowd was small, but the quality of your presentation was superb, addressing precisely the areas which I had hoped you would cover. It obviously had a high-interest impact upon the participants. And – it is the kind of expert contribution which makes for a successful meeting. Thank you immensely! And – thank you again for joining us at the Club!"

    Lewis O. Kerwood

    National Society for Real Estate Finance

  • "On behalf of the Take Charge America Institute, the University of Arizona Students in Free Enterprise and their Credit Wise Cats team, I would like to extend my appreciation for your wonderful keynote address last week. Our three-day symposium, “Money Talks, Think you Know? Think Again!” was a great success, largely due to the relevance of your opening statements."

    Marica Klipsch

    Education Coordinator/University of Arizona

  • "Your presentation certainly contributed to the overall success of the event. I sat in on your presentation, “Earning Fast Profits in Hard Times”, and found your presentation to be insightful, educational and thought-provoking and the topic was certainly timely. My opinion of your presentation was confirmed by feedback I received from event attendees. It was a pleasure to have you at our event and it is without reservation that I would recommend your presentation skills to anyone interested in having you speak. I look forward to working with you again."

    Michael P. Scott

    VP/Director of Business Development Pensco Trust Company

  • "... Here are some statistics we received from the attendees: 93.38% agreed that you presented in a clear, organized, engaging manner. 94.84% agreed that the information you presented was valuable to them as business owners. 83.01% agreed that they would travel to attend a 1 or 2 day course presented by you. 83.77% agreed that they would like to see your topics brought to their local study club. 87.25% agreed that they would like to see your topics offered at a future Symposia. Thanks again for all of your awesome contributions!"

    Shaida Ghomi

    Seattle Study Club For Dentists

  • "Thank you so much for coming out last week to Las Vegas and speaking to our participants. I heard so many great things from people that attended your course about how useful the information was."

    Sheryl Dare

    Meeting Planner for Genentech Corporation

  • "... I appreciate your efforts to present meaningful content to make a successful event. Your professionalism, delivery and ability to engage with the attendees were exceptional. I know there were many attendees in the room including me who left with new ideas and insights..."

    Wendy Mathea

    Supplier Diversity Officer/Amgen

Have a question?