Episodes
Monday Jan 22, 2024
2023 Year End Tax Planning Opportunities
Monday Jan 22, 2024
Monday Jan 22, 2024
Listen as guest speaker, Geoff Zion, from Zion, & Synek Associates prepares us for the 2023 Year End Tax Planning Opportunities. The topics discussed are as follows:
- Individual year-end tax planning ideas
- Qualified Charitable Distributions (QCD) from IRA
- Business year-end tax planning ideas
- Ohio tax updates from biennial budget
Monday Jan 22, 2024
Quarterly Economic Update
Monday Jan 22, 2024
Monday Jan 22, 2024
Listen as Scott Fischer gives an update on the Q4 2023 market, economy, and what we can expect for Q1 in 2024.
Monday Oct 23, 2023
4th Quarter Economic Update Webinar
Monday Oct 23, 2023
Monday Oct 23, 2023
Listen to the 4th Quarter Economic Update with Scott Fischer, Principal of Enza Financial. Topics include economic & market updates along with Scott's forecast for the next quarter! You don't want to miss it!
Saturday Sep 16, 2023
Navigating the Future Annuity Trends & Strategies for Retirement Planning
Saturday Sep 16, 2023
Saturday Sep 16, 2023
Listen to the latest Enza webinar series on Navigating the Future Annuity Trends & Strategies for Retirement Planning. Hosted by Scott Fischer, Principal & Director of Wealth Management at Enza Financial with featured speaker, Christine Millen, Principal at Enza Financial.
Tuesday Jun 15, 2021
Mental Well-being
Tuesday Jun 15, 2021
Tuesday Jun 15, 2021
In this episode, we welcome a new guest speaker, Jessica Harklua from Hylant, to discuss mental well-being. We hear Jessica's moving story and dive into why mental well-being is important to recognize!
Thursday Mar 18, 2021
Short-Term Savings
Thursday Mar 18, 2021
Thursday Mar 18, 2021
Why do you need short-term savings? How do you use short-term savings? Join us as we welcome Melissa Haber from Westfield Bank to talk about short-term savings!
Tuesday Mar 16, 2021
Are your financial emotions in check?
Tuesday Mar 16, 2021
Tuesday Mar 16, 2021
Are your financial emotions in check? If you are hesitant to answer that question, then this podcast episode is for you! So many of our financial decisions are on autopilot and we may not even realize it. Today we reflect on our financial emotions, what that looks like, and how to have the financial confidence to be successful.
We welcome a new guest speaker to help us explore this question. Meet Sarah Nemececk, a money mindset coach with WE Profit Foundry.
Thursday Feb 25, 2021
What is your relationship with money?
Thursday Feb 25, 2021
Thursday Feb 25, 2021
If you had a romantic relationship with money, what would that look like? Today we explore the question, what is your relationship with money? We welcome back our guest speaker, Melanie Shmois, from Mind Your Strength to help us talk about that question. Begin to understand and get clarity on where you are with your money by listening to the full episode!
Friday Jan 08, 2021
Episode 5: Series on Stress
Friday Jan 08, 2021
Friday Jan 08, 2021
In this episode, we welcome back Melanie Shmois with Mind Your Strength Coaching to discuss how to change the stress in your life with mind/body techniques.
Wednesday Dec 09, 2020
Episode 4: Series on Stress
Wednesday Dec 09, 2020
Wednesday Dec 09, 2020
In this episode, we welcome back our guest speaker, Keri Abel with Balanced Fit Health. Keri shares how we can change the stress in our lives with exercise. She discusses why physical activity is a stress reliever, creative and safe ways to exercise during COVID, and much more!
Keri Abel's Website: BalancedFitHealth.com