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.