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2017 Radio - Mike F



Can you afford to retire?

From Fragasso Financial Advisors

How will you retire? The cost of our needs and interests inflate as we age. There are many factors to consider such as medical/personal care, housing, family care and leisure.

Read our 6 steps to creating your retirement strategy! FREE download!

The Cost of Retirement Whitepaper

From Brianne King, Manager of Financial Planning

Thinking about retirement is often difficult. It is hard to be concerned about what will happen 20 to 30 years in the future, while you are stretching your resources to meet your needs today.

It is however, critical to think about how you will support yourself (and your spouse) during retirement. With people living longer, you may wind up spending as much as a third of your life in retirement. The first step is often looking at what your cost of retirement may be.

Download the FREE whitepaper!

Principles of Asset Allocation Video

From Robert Fragasso

FREE module on the principles of asset allocation and the other elements of financial management.

Would you like to learn more? Visit our video section of our website!

Click the link below to watch!

How Insurance Can Help You Prepare for Financial Emergencies

From T.J. Drost

Many believe that they only need life insurance protection while they are raising a family. While it is prudent to have life insurance in place when you have dependents, it is also imperative to utilize life insurance planning for other circumstances throughout your life. This whitepaper outlines other considerations on why life insurance can better prepare you and your loved ones for financial emergencies.

and more!

Download the FREE whitepaper!

Managing Your Finances During a Life Transition

From Michael Fertig

This whitepaper will review:

  • The financial mindset during a life transition
  • Protection and enhancement of assets
  • Principles of good financial management
  • The benefits of working with a trusted financial advisor

and more!

Saving and Investing for your Family's Future

From Michael Fertig and Karen Lapina

This whitepaper includes two important family topics:

Financial Implications that Affect the Sandwich Generation

What is the “Sandwich Generation?” This is group of individuals, typically between the ages of 40 to 59, who are caught between two very important, yet very different roles; raising children and caring for aging parents at the same. While the time commitment and emotional ride that comes with the territory in these roles can be daunting, there is another significant variable that cannot be overlooked……

and

The No. 1 Rule of Teaching Kids About Saving: Start Early

The first thing my 9-year-old son does when he gets birthday or Christmas money is jump on Amazon or leaf through toy catalogues to see how quickly he can spend it. This is not unlike the feeling many of us had when we got our first paychecks. The idea of putting away some of what you have today for tomorrow is not always instinctive and many times has to be learned.
Download your FREE copy to read more!

Tax Wise

From Robert Fragasso, Chairman and Chief Executive Officer

Add to your portfolio’s return by being tax wise!

Download the FREE whitepaper!

Retirement Plan Success e-Book

From Robert Yelenovsky, Vice President and Manager Fragasso Retirement Plan Advisors

ebook1-Retirement Plan SuccessDownload the FREE e-book! Fragasso Retirement Plan Advisors focus exclusively on employer-sponsored retirement plans.  We deliver comprehensive plan objectives.

As a fiduciary consultant, the guidance that we provide to plan participants and sponsors takes a complex world and it makes it easy to understand.

Download the FREE five part series.

Industry Insights from
the Fragasso team

Our magazine, The Advisor, offers financial industry insights on such topics as taxes, retirement and estate planning.

Download your FREE copy now!

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Fragasso has embarked upon hosting our own radio show, which shares the same name as our magazine – The Advisor. The Advisor is a one-hour weekly radio show which airs Sunday mornings from 8:00 – 9:00 am on Q92.9 FM. Bob Fragasso will host the show alongside co-host and financial advisor, Michael Fertig.

The purpose of the show is to provide impactful discussions on financial planning topics and insights into the investment industry. We’ll touch upon specialized topics, too, such as retirement planning, college planning and long term care planning to name a few. The Advisor’s format also includes guest speakers from the Fragasso team, as well as, economists, successful business owners and entrepreneurs.

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2017 Radio - Mike F
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Robert Fragasso
Chairman and Chief Executive Officer
Host from Fragasso Financial Advisors

 

 

Michael Fertig
Vice President
Co-host from Fragasso Financial Advisors

Read more about our staff.

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Glen Meakem
Founder, President and Chief Executive Officer
Forever.com
Guest on 05/21/2017: Starting A Business Of Your Own

 

Izzy Rudolph
Director of Development and Acquisitions
Mcknight Realty Partners, LLC.
Guest on 06/11/2017: Real Estate for Investing

 


Ralph Egerman

Principal at Colliers International
Guest on 06/11/2017: Real Estate for Investing

 

 

Elliot Dinkin
President and CEO
Cowden Associates, Inc.
Guest on 06/11/2017: Fringe Benefits for Employers and Employees

 

Jim Carlisle
Partner at Dinsmore
Guest on 06/25/2017: Business Succession Planning

 

 

Sidney Zonn
Former Vice President, General Counsel, and Secretary to the Board of Trustees at Robert Morris University.
Guest on 07/16/2017: Buying a Vacation Home

 


Susie Cepicka-Dietrich

Principal owner of Tops Staffing LLC, AllTek Staffing and Resource Group Inc., e-Staff Consulting Group, AccountStaff Inc., Sterling Office Professionals, AllExec Search Group and TVS Inc.
Guest on 07/23/2017:  Women Starting Their Own Business

Stay and Visit!

You have free access to other exclusive tools and resources curated at fragassoadvisors.com

If you navigate to our website resource center, you will find informational white papers, educational videos, our most recent news and FAQs. You can get timely information from our financial advisors and portfolio managers through our blog, which is updated several times each month. In our News section you will find local and national media posts that include interviews and quotes from Fragasso Financial Advisors management and staff.

Don’t forget to connect with us on social media for our latest news!

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Pet of the Week

Fragasso Financial Advisors is happy to feature the Animal Friends Pet of the Week on each of our radio broadcasts.

To learn more about the adoptable pets at Animal Friends, visit Animal Friends  at www.thinkingoutsidethecage.org

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Robert Fragasso was named as a 2015, 2016 and 2017 Barron’s Top Advisor. The Barron’s award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

About Fragasso

From the very first interaction you have with us, your experience will be personalized, professional, and exceptional. Your goals are our goals. Your concerns are our concerns..

Find out more about the Fragasso Client Experience

Client-Only Content

As a Fragasso client, you have access to exclusive content created just for you that takes an in-depth look at the issues facing investors today.

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