Unlocking Your Financial Future
By BA Schrock Financial Group
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Category: Investing
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Episodes: 140
Description
Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
| Episode | Date |
|---|---|
|
Kickstarting Your Savings the Smart Way
|
Aug 21, 2025 |
|
Retire Without Regrets: Spending Smarter
|
Aug 07, 2025 |
|
13-Year Reflection: Building a Financial Group from the Ground Up
|
Jul 17, 2025 |
|
We Made the List: What It Means to Be on AdvisorHub’s Top 250
|
Jul 03, 2025 |
|
The Real Costs of Running a Restaurant: Chef Anthony Scolaro’s Journey (Part 2)
|
May 15, 2025 |
|
From Family Meals to Fine Dining: Chef Anthony Scolaro’s Journey (Part 1)
|
May 01, 2025 |
|
Our New App: Tech Updates For 2025
|
Jan 16, 2025 |
|
The Social Security Fairness Act: What It Means For You
|
Jan 09, 2025 |
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The New Age of Cyber Threats: Staying A Step Ahead with Ben Zelei from SBT
|
Nov 26, 2024 |
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Year-End Planning Part 2: 2025 Tax Planning Strategies
|
Oct 24, 2024 |
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Year-End Planning Part 1: 2025 Social Security Updates
|
Oct 17, 2024 |
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What Does it Mean to Be CFP® Accredited with Dan Oaklief
|
Sep 05, 2024 |
|
What’s Driving Market Volatility This Summer? With CIO Keith Lockwood
|
Aug 15, 2024 |
|
Updates From The Annual Social Security Trustees Report (Part 2)
|
May 30, 2024 |
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Updates From The Annual Social Security Trustees Report (Part 1)
|
May 16, 2024 |
|
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 2)
|
Feb 22, 2024 |
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Behind Baskets Galore with Deborah and Hannah Wasylko (Part 1)
|
Feb 15, 2024 |
|
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 2)
|
Jan 18, 2024 |
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The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 1)
|
Jan 11, 2024 |
|
2023 Wrap Up: End of Year Market Update (Part 1)
|
Dec 28, 2023 |
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2023 Wrap Up: Market Predictions for 2024 (Part 2)
|
Dec 28, 2023 |
|
Financial Planning for 2024: Retiring in the New Year (Part 2)
|
Nov 30, 2023 |
|
End of Year Financial Planning Strategies For 2023 (Part 1)
|
Nov 21, 2023 |
|
Roth IRAs and Conversions Explained (Part 2)
|
Oct 19, 2023 |
|
Roth IRAs and Conversions Explained (Part 1)
|
Oct 12, 2023 |
|
Celebrating a Decade of Marriage and 11 Years In Business
|
Aug 31, 2023 |
|
Your TD Ameritrade – Charles Schwab Transition Questions Answered
|
Aug 17, 2023 |
|
Chatting with Realtor Amanda Ondrey: The State Of The Real Estate Market (Part 2)
|
Jul 20, 2023 |
|
Chatting with Realtor Amanda Ondrey: Building An All-Female Team (Part 1)
|
Jul 13, 2023 |
|
Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)
|
May 04, 2023 |
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Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1)
|
Apr 20, 2023 |
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Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2)
|
Apr 06, 2023 |
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Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)
|
Mar 30, 2023 |
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Ep 106: How Retirement Changes Impact Finances (Part 2)
|
Feb 23, 2023 |
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Ep 105: How Life Changes Impact Finances (Part 1)
|
Feb 16, 2023 |
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Ep 104: What is the Certified Financial Planner Designation?
|
Jan 19, 2023 |
|
Ep 103: SECURE Act 2.0 – Retirement Changes You Need to Know About
|
Jan 12, 2023 |
|
Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
|
Dec 15, 2022 |
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Ep 101: End of the Year Planning Pt. 2
|
Dec 01, 2022 |
|
Ep 100: End of the Year Planning Pt. 1
|
Nov 22, 2022 |
|
Ep 99: Market Updates – Where Are We Headed?
|
Nov 11, 2022 |
|
Ep 98: Navigating Market Volatility (Part 2)
|
Oct 20, 2022 |
|
Ep 97: Navigating Market Volatility (Part 1)
|
Oct 06, 2022 |
|
Ep 96: Mortgage Lending Options for Investors (Part 2)
|
Sep 15, 2022 |
|
Ep 95: The Benefits of Lending Through a Local Bank (Part 1)
|
Sep 01, 2022 |
|
Ep 94: Health & Wealth with Anthony Schrock from Pack Performance Center (Part 2)
|
Aug 18, 2022 |
|
Ep 93: Health & Wealth with Anthony Schrock from Pack Performance Center - Part 1
|
Aug 04, 2022 |
|
Ep 92: Cyber Security and Protecting Yourself Against Cyber Criminals – Part 2
|
Jul 21, 2022 |
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Ep 91: Cyber Security and Protecting Yourself Against Cyber Criminals – Part 1
|
Jul 07, 2022 |
|
Ep 90: How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 2
|
Jun 30, 2022 |
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Ep 89: How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 1
|
Jun 16, 2022 |
|
Ep 88: 2022 Market Outlooks with Keith Lockwood – Part 2
|
May 26, 2022 |
|
Ep 87: Withstanding Market Volatility with Keith Lockwood - Part 1
|
May 12, 2022 |
|
Ep 86: Running an Insurance Business with Erin Carbone – Part 2
|
Apr 21, 2022 |
|
Ep 85: How Medicare Works with Erin Carbone – Part 1
|
Apr 07, 2022 |
|
Ep 84: Preparing Financially for the Future with Offensive Guard Brian Winters – Part 2
|
Mar 17, 2022 |
|
Ep 83: Saving Habits with Offensive Guard, Brian Winters – Part 1
|
Mar 03, 2022 |
|
Ep 82: Protecting Yourself Against Fraud
|
Feb 17, 2022 |
|
Ep 81: Managing Required Minimum Distributions
|
Feb 03, 2022 |
|
Ep 80: Financial Resolutions for 2022 – Part 2
|
Jan 20, 2022 |
|
Ep 79: Financial Resolutions for 2022 - Part 1
|
Jan 06, 2022 |
|
Ep 78: Tax Potential Tax Reforms - Part 2
|
Dec 16, 2021 |
|
Ep 77: Potential Tax Reforms - Part 1
|
Dec 02, 2021 |
|
Ep 76: Life Insurance As A Financial Tool - Part 4
|
Nov 11, 2021 |
|
Ep 75: Life Insurance As A Financial Tool - Part 3
|
Nov 04, 2021 |
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Ep 74: Life Insurance As A Financial Tool - Part 2
|
Oct 28, 2021 |
|
Ep 73: Life Insurance As A Financial Tool - Part 1
|
Oct 21, 2021 |
|
Ep 72: Life Changes Part 3 - Stepping into Retirement
|
Aug 18, 2021 |
|
Ep 71: Life Changes Part 2 - What you should be thinking about when changing jobs
|
Aug 10, 2021 |
|
Ep 70: Life Changes Part 1 - How to set yourself up for financial success when you’re starting out your career
|
Aug 10, 2021 |
|
Ep 69: How you can incorporate 403(b)s into your retirement plan. [Teacher Edition]
|
Jun 29, 2021 |
|
Ep 68: How Teachers Can Optimize Their 403(b)s
|
Jun 21, 2021 |
|
Ep 67: Breaking Down The State Pension Planning Process [Teacher Edition]
|
Jun 14, 2021 |
|
Ep 66: Are you aware of the newly proposed changes to Social Security
|
Mar 19, 2021 |
|
Ep 65: Biden’s Proposed Changes to 401(k)s and How They Might Affect You
|
Mar 19, 2021 |
|
Ep 64: Do You Know What These Financial Buzzwords Mean?
|
Dec 23, 2020 |
|
Ep 63: Are You Prepared for Retirement? Take This Quiz
|
Dec 17, 2020 |
|
Ep 62: In the Financial World, the Customer Isn’t Always Right
|
Dec 10, 2020 |
|
Ep 61: Election Update - What Does it Mean for Financial Planning?
|
Dec 03, 2020 |
|
Ep 60: Mailbag - Answering Your Questions About Inheritance, Investing and Income
|
Nov 25, 2020 |
|
Ep 59: Frequently Asked Questions About 401Ks
|
Nov 19, 2020 |
|
Ep 58: Baby Boomer Common Retirement Mistakes and Concerns
|
Nov 12, 2020 |
|
Ep 57: Five Financial Commandments to Follow
|
Nov 05, 2020 |
|
Ep 56: Is $8 Million the New Target for Retirement?
|
Oct 22, 2020 |
|
Ep 55: Hindsight 20/20 - Five Common Financial Mistakes
|
Oct 15, 2020 |
|
Ep 54: Five Outdated Financial Strategies
|
Oct 08, 2020 |
|
Ep 53: Common Housing and Retirement Questions
|
Oct 01, 2020 |
|
Ep 52: Mailbag: Second Marriages, Life Insurance and the Rule of 100
|
Sep 24, 2020 |
|
Ep 51: Why Living Long Can Be Risky Financially
|
Sep 17, 2020 |
|
Ep 50: 5 Ways to Ruin Retirement
|
Sep 10, 2020 |
|
Ep 49: Ben & Kaitlin Schrock on Marriage, Business and Family Traditions
|
Sep 03, 2020 |
|
Ep 48: How Complex Should Your Financial Plan Be?
|
Aug 27, 2020 |
|
Ep 47: Market Crash Survival Guide
|
Aug 20, 2020 |
|
Ep 46: Handling Finances After the Death of a Spouse
|
Aug 13, 2020 |
|
Ep 45: Meet Our New Advisor, Dan Oaklief
|
Aug 06, 2020 |
|
Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions
|
Jul 23, 2020 |
|
Ep 43: Financial Bots are Here
|
Jul 16, 2020 |
|
Ep 42: 4 Milestones for Retirement
|
Jul 09, 2020 |
|
Ep 41: Do You Lack Confidence to Retire?
|
Jul 02, 2020 |
|
Ep 40: Retirement Projections, Diversification & Other Mailbag Questions
|
Jun 25, 2020 |
|
Ep 39: Potential Hidden Gems in Your Financial Portfolio
|
Jun 18, 2020 |
|
Ep 38: Should You Be Wary of Dave Ramsey’s Advice?
|
Jun 11, 2020 |
|
Ep 37: An Update on Our Clients & Our Office
|
Jun 04, 2020 |
|
Ep 36: Protecting Your Nest Egg + Mailbag Questions
|
May 28, 2020 |
|
Ep 35: Life Events That Can Change Your Financial Plans
|
May 21, 2020 |
|
Ep 34: Good Intentions Don’t Always Lead to Good Advice
|
May 14, 2020 |
|
Ep 33: Coronavirus Market Update - CARES Act, RMDs, & Volatility
|
May 07, 2020 |
|
Ep 32: Mailbag Edition - Student Loans, Gold, Investing & More
|
Apr 23, 2020 |
|
Ep 31: 5 Financial Truths to Rely On
|
Apr 16, 2020 |
|
Ep 30: Mailbag Time - Contribution Limits, Social Security, & Marijuana Stocks
|
Apr 09, 2020 |
|
Ep 29: Is it Possible to Build a Perfect Retirement Plan?
|
Apr 02, 2020 |
|
Ep 28: Coronavirus Fallout: What Financial Steps Should You Take Next?
|
Mar 26, 2020 |
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Ep 27: Coronavirus Impact on Financial Markets
|
Mar 19, 2020 |
|
Ep 26: Should You Do a Roth Conversion?
|
Mar 12, 2020 |
|
Ep 25: Understanding the Basics of Roth Conversions
|
Mar 05, 2020 |
|
Ep 24: Lies You Might Hear from a Financial Professional
|
Feb 27, 2020 |
|
Ep 23: Mailbag Time! Life Insurance, Company Stock, & Retiring Early
|
Feb 20, 2020 |
|
Ep 22: Is Retiring at 65 Still a Realistic Goal?
|
Feb 13, 2020 |
|
Ep 21: SECURE Act Brings Changes to Retirement Accounts
|
Feb 06, 2020 |
|
Ep 20: The Pros and Cons of Investing in Mutual Funds
|
Jan 23, 2020 |
|
Ep 19: Understanding the Basics of Mutual Funds
|
Jan 16, 2020 |
|
Ep 18: Retirement Checklist, Pensions, & More Mailbag Questions
|
Jan 09, 2020 |
|
Ep 17: Do You Have to Pay Taxes on Social Security Benefits?
|
Jan 02, 2020 |
|
Ep 16: Choosing the Best Social Security Claiming Strategy
|
Dec 26, 2019 |
|
Ep 15: What Age Should You Claim Social Security?
|
Dec 19, 2019 |
|
Ep 14: Is Social Security Going Broke?
|
Dec 12, 2019 |
|
Ep 13: 401k Investing and IRA Volatility + Other Listener Questions
|
Dec 05, 2019 |
|
Ep 12: How Will the 2020 Election Impact Investing?
|
Nov 26, 2019 |
|
Ep 11: Awkward Conversations With Your Financial Advisor – Part 2
|
Nov 21, 2019 |
|
Ep 10: Awkward Conversations With Your Financial Advisor – Part 1
|
Nov 14, 2019 |
|
Ep 9: The Risks Savers Face: Not Spending Enough - Part 4
|
Nov 07, 2019 |
|
Ep 8: The Risks Savers Face: The Tax Time Bomb - Part 3
|
Oct 24, 2019 |
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Ep 7: The Risks Savers Face: Being Too Aggressive - Part 2
|
Oct 17, 2019 |
|
Ep 6: The Risks That Savers Face: Too Much Cash - Part 1
|
Oct 10, 2019 |
|
Ep 5: Shifting from Stocks to Bonds Removes the Volatility – Busting Financial Myths, Part 5
|
Oct 03, 2019 |
|
Ep 4: Financial Planning Can Be Done by Anyone with Technology – Busting Financial Myths, Part 4
|
Sep 26, 2019 |
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Ep 3: You’ll Be in a Lower Tax Bracket When You Retire – Busting Financial Myths, Part 3
|
Sep 19, 2019 |
|
Ep 2: Will You Need Less Income When You Retire – Busting Financial Myths, Part 2
|
Sep 12, 2019 |
|
Ep 1: Do You Need Life Insurance After Retiring – Busting Financial Myths, Part 1
|
Sep 05, 2019 |
|
Ep #0: Getting to Know Ben Schrock & the New Podcast
|
Sep 01, 2019 |