Listener Reviews

Thank you for getting this important information out in an accessible way, & from a credible source! A worthwhile listen for everyone- regardless of age, financial situation, and whether or not you already work with an advisor. Appreciate that you add commentary that is applicable and relevant to all different age groups and life stages- financial planning is a life long process but looks different at different stages. Looking forward to more episodes this year!

My wife and I have made it a priority to listen every time we hear a new episode. Please keep posting new ones.

Terrific and timely podcast.

I like that Rich is a licensed advisor who is active working with clients. I feel like this makes him credible to speak on all these financial topics. I am looking forward to future episodes.

Very informative and information is timely. Thank you.

I really enjoyed the topic and appreciated the great advice and suggestions. I’m interested in hearing in the future more about how the Secure Act of 2020 will effect my withdrawals come retirement. Thank you and I look forward to more Podcasts with Rich Oring!

Really interesting topics made easy listening. I appreciate your energy.Keep up the good work