Go offline with the Player FM app!
Ep. 298 - The 4th Monday Series - Top Tips for Investing Intelligently with Nancy Hecht
Manage episode 473000702 series 34304
Welcome to the Social-Engineer Podcast: The 4th Monday Series with Chris Hadnagy and Mike Holfeld. Chris and Mike will be covering cutting edge global news to help people remain safe, secure and knowledgeable in a world where it is hard to know what is real and what is fake news.
Today Chris and Mike are joined by Nancy Hecht. Nancy started in the financial service business in 1983 as a registered Rep, moved to Certified Financial Group in 1988, and became a CFP in 1994. She is now a fee-based CFP where she provides comprehensive planning and investment management. [March 24, 2025]
00:00 - Intro
00:18 - Mike Holfeld Intro
00:46 - Today's Guest: Nancy Hecht
01:08 - Topic of the Day: Financial Advice
01:31 - The Ever-Changing Future of Taxes
02:51 - Roth IRA vs 401K
05:35 - The Difference Between Need and Want
07:54 - Prepping for Retirement
11:37 - Being Diversified
13:11 - Crypto
15:05 - Toe in the Sock Money
16:49 - The Big 5
17:41 - Pay Yourself First
18:37 - Basic Tips
19:11 - Don't Panic!
21:09 - Closing Advice
22:32 - Find Nancy Hecht Online
- Website: hechteffect.net
- Email: [email protected]
- Phone: 407-869-9800
22:52 - Wrap Up
23:19 - Next Month: Baseball Technology
24:12 - Outro
- www.innocentlivesfoundation.org
Find us online:
- Chris Hadnagy
- Twitter: @humanhacker
- LinkedIn: linkedin.com/in/christopherhadnagy
278 episodes
Manage episode 473000702 series 34304
Welcome to the Social-Engineer Podcast: The 4th Monday Series with Chris Hadnagy and Mike Holfeld. Chris and Mike will be covering cutting edge global news to help people remain safe, secure and knowledgeable in a world where it is hard to know what is real and what is fake news.
Today Chris and Mike are joined by Nancy Hecht. Nancy started in the financial service business in 1983 as a registered Rep, moved to Certified Financial Group in 1988, and became a CFP in 1994. She is now a fee-based CFP where she provides comprehensive planning and investment management. [March 24, 2025]
00:00 - Intro
00:18 - Mike Holfeld Intro
00:46 - Today's Guest: Nancy Hecht
01:08 - Topic of the Day: Financial Advice
01:31 - The Ever-Changing Future of Taxes
02:51 - Roth IRA vs 401K
05:35 - The Difference Between Need and Want
07:54 - Prepping for Retirement
11:37 - Being Diversified
13:11 - Crypto
15:05 - Toe in the Sock Money
16:49 - The Big 5
17:41 - Pay Yourself First
18:37 - Basic Tips
19:11 - Don't Panic!
21:09 - Closing Advice
22:32 - Find Nancy Hecht Online
- Website: hechteffect.net
- Email: [email protected]
- Phone: 407-869-9800
22:52 - Wrap Up
23:19 - Next Month: Baseball Technology
24:12 - Outro
- www.innocentlivesfoundation.org
Find us online:
- Chris Hadnagy
- Twitter: @humanhacker
- LinkedIn: linkedin.com/in/christopherhadnagy
278 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.