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November 13, 2022
Episode 242: Marc Bernstein on Financial Planning that Addresses Life and Business Stages
What’s been your experience with financial planners? Does the discussion start with a product the financial planner thinks is best for you? If so, you’ll appreciate this podcast in which Marc Bernstein explains why financial planning should have nothing to do with product but everything to do with your goals or the stage of your life or business. He shares with us his unique approach to financial planning, which is detailed in his book, The Fiscal Therapy Solution 1.0. We also discuss the importance of planning your legacy and how talking about your legacy can keep you focused on the future and put positive energy back into your business and your life.
January 5, 2022
Episode 97: Intention and Commitment Matter, Guest Marc Manieri
Marc co-hosts the Changing the Rules podcast with Ray Loewe. They interview Marc Manieri, a high-performance coach. Marc talks about his journey from real estate to high-performance coaching. He shares that having intention and commitment are keys to achieving the goals and objectives you want in life.
November 30, 2021
Episode 94: Hard Work Pays Off, Guest Marina Kats
Marc co-hosts the Changing the Rules podcast with Ray Loewe. They interview Marina Kats, attorney, entrepreneur and so much more. Marina shares how she migrated to the United States from the Ukraine at age 18. She talks about working hard and going to college and some of the things that shaped her path to becoming an attorney. She shares about her successful law practice being a place for all types of needs a client may have.
November 23, 2021
Episode 93: Our Past Experiences Help to Change Us
Marc shares some of his background and how a particular moment in his life impacted him in the future. He shares where he was as an attorney and financial planner. He also shares how he is working with manufacturers and that he believes manufacturing is coming back to the United States.
November 8, 2021
In this interview, Marc discusses Fiscal Therapy for Entrepreneurs with Bill Sheng of Entrise.
February 26, 2021
Marc joins the hosts of Dining on a Dime and other industry experts to discuss the economic impact of Covid on the restaurant industry. They are also joined by Chef Rocco Gallelli who is on his way to cook for the players in the NBA All-Star Game and his Catering Company Innovative Catering Concepts just finished catering for the players in the Super Bowl.
January 25, 2021
As we all enter this New Year, we have probably set some goals and have aspirations to do things differently. Usually, those goals have to do with health, fitness, and finances. Listen as Marc discusses his holistic approach to goals and finances.
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August 10, 2020
Post Covid19 Business Goals Change
Marc Bernstein joins Rick to discuss how the global pandemic has changed the goals of businesses.
June 15, 2020
Episode 24: Make Change Work for You
Marc Bernstein shares how events of the past three months threw a monkey wrench into his life. But like other Luckiest People in the World, Marc embraced the change, found a positive solution, and is creating his plan for moving forward. These are three of the mindsets Ray has identified as those of The Luckiest People in the World. Listen for the motivational details.
June 12, 2020
Episode 3 – Fine-Tuning Your Financial Goals with Marc J. Bernstein
As an established entrepreneur, Marc uses his innovative take on goal-setting and financial-planning tips to help others turn dreams into realities…. All while remaining an accomplished musician and family-man. In this episode, hear his story and steps to making his own dreams become realities.
May 18, 2020
Marc discusses how our "Moneytudes" may have changed during the pandemic.
May 7, 2020
Marc discusses how major companies are now debating making work-from-home permanent.
March 9, 2020
Marc discusses whether China’s economy could shrink due to coronavirus.
December 17, 2019
Marc discusses how he helps his clients avoid putting the cart before the horse and planning their lifestyle before they look at the money.
August 28, 2019
"Helping people pierce through the complexity and create simple solutions to financial plans and financial freedom"
Marc and "The Fiscal Therapy Solution" are featured on NBC 29.
August 28, 2019
"Besides tackling numbers and wealth planning to achieve your financial freedom and respective dreams, he focuses on following your dreams to get the most and best out of your life"
Marc and "The Fiscal Therapy Solution" are featured on ABC6.
August 28, 2019
“The process focuses on what clients want. Their goals, dreams and aspirations.”
Marc and "The Fiscal Therapy Solution" are featured on The CW Tulsa.
July 14, 2019
Marc joins the hosts of the Dining on a Dime podcast and other industry experts in this episode. He discusses creating your own “secret sauce” and a formula that you can easily replicate in your business strategy to succeed.
May 2019 Issue
Invested in Change: In his new book, wealth strategist Marc J. Bernstein explains the transformative results of changing the way we think about money.
by Bill Donahue
April 16, 2019
Breaking the Rules, with Host Ray Loewe, "The Luckiest Guy in the World." Fascinating guests and great tips to improve your outlook on life.
Too often, people get a financial plan from their advisors, and never look at it again. Advisors need to revisit the plan with their clients on a regular basis to make sure it is still relevant, and their attitude and goals haven’t changed. Just like football, if the game plan doesn’t work, you must go back to the playbook. Marc discusses this and more during the episode.
April 3, 2019
Each week, Loraine Ballard Morrill speaks to community leaders and groups in the Philadelphia region about topics affecting our local communities and upcoming events.
Listen as Marc discusses why finances should go beyond just the numbers.
April 2, 2019
“The key to a successful financial plan is to tailor it to your specific needs and desires”. Listen to Marc J. Bernstein in an interview on local KYW Newsradio for Financial Literacy Month.
Marc J. Bernstein
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