Master Your Money and Mindset

Have You Checked Your Retirement Plan Lately?

Wed, 08 Apr 2026 03:00:00 -0400

On the show, this week, we’re going to walk through exactly how to do a retirement plan check-up and make you question: Have you checked your retirement plan lately? And we promise, it’s not as overwhelming as it sounds. In fact, by the end of this episode, you’re going to feel so much more confident about where you stand and what, if anything, you need to adjust.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: Have You Checked Your Retirement Plan Lately?

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Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

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Start Now, Grow Big

Wed, 18 Mar 2026 03:00:00 -0400

Episode Description: Mike Lynch is a financial planner with Barnum Financial Group, and he’s joining the show this week to talk about his new book — Start Now, Grow Big — which will soon be a limited series podcast. Mike shares why he wrote this new book, what he learned during the process and much more!

Theme: Start Now, Grow Big

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What Happens With Life Insurance After Divorce

Wed, 11 Feb 2026 03:00:00 -0400

If you’re recently divorced, planning to divorce, or supporting someone who is, this episode is for you, because while divorce changes a lot, it doesn’t eliminate the need for protection. Ben Howarth, Financial Professional with Barnum Financial Group, joins us this week to discuss what happens with your life insurance in the event of a divorce.

Theme: What Happens With Life Insurance After Divorce

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Building Better Money Habits

Wed, 04 Feb 2026 03:00:00 -0400

Episode Description: At the start of a new year, you may make several financial resolutions, but to get them to stick, you first need help building better money habits. This episode Elizabeth Hiza discusses solid money habits like starting with achievable goals, automating your progress, tracking your spending and more!

Theme: Building Better Money Habits

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Closing Out the Year with Clarity

Wed, 31 Dec 2025 03:00:00 -0400

Episode Description: Let’s close out the year together, as Elizabeth will talk about how to reflect on your year with a little bit of compassion. She’ll discuss how to review your financial life with a little bit of purpose, and talk about everything from investments to taxes, while we all set some intentions for the year ahead. We’re closing out the year with clarity!

Theme: Closing Out the Year with Clarity

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How to Handle a Year-End Investment Review

Wed, 24 Dec 2025 03:00:00 -0400

Episode Description: This is the perfect time of year to pause, take a breath, and check in, not just with yourself, but with your investment portfolio. A lot can happen in twelve months. Markets move and interest rates change, and life just throws a million surprises our way. Joining us this week is John Foreman, VP of investments at Barnard Financial Group, and he will help guide us through this time, to help educate our listeners on how to handle a year-end investment review.

Theme: How to Handle a Year-End Investment Review

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The Importance of Year-End Tax Planning

Wed, 17 Dec 2025 03:00:00 -0400

Episode Description: It goes without saying, but we’ll say it anyway, this is one of the most important windows for Year-End Tax Planning. We’re going to discuss how giving a little attention now can make a big difference when tax season is here. Helping us this episode is Jeremy Hus, Vide-President of Financial Planning with Barnum Financial Group, to educate our listeners on this topic.

Theme: The Importance of Year-End Tax Planning

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5 Rules for Retirement Decisions

Wed, 10 Dec 2025 03:00:00 -0400

Episode Description: Let’s talk about one of the most emotional charged and often confusing parts of financial wellness which is making decisions about your retirement savings. We’re going to go through these 5 Rules for Retirement Decisions, to help you smartly manage your money

Theme: 5 Rules for Retirement Decisions

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A Happier, Less Expensive Holiday Season

Wed, 03 Dec 2025 03:00:00 -0400

Episode Description: This episode we are talking about holiday spending. Like everyone else, Elizabeth loves the holiday season, but her fervor is tempered by the countless amounts of money that is spent during this time of year. Let’s learn how we might be able to enjoy this holiday season and make January a little less painful for our wallets.

Theme: A Happier, Less Expensive Holiday Season

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One Big Beautiful Bill Act's Impact on Estate Planning

Wed, 01 Oct 2025 03:00:00 -0400

Theme: One Big Beautiful Bill Act’s Impact on Estate Planning

Guest: Kate Cassidy | VP of Advanced Markets | Barnum Financial Group

Episode Description: Friend of the show, Kate Cassidy — VP of Advanced Markets with Barnum Financial Group — joins the show to discuss the tax implications and impact The One Big Beautiful Bill Act has on estate planning.

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Pulling the Curtain Back on Crypto

Wed, 24 Sep 2025 03:00:00 -0400

Theme: Pulling the Curtain Back on Crypto

Guest: John Foreman | VP of Investments | Barnum Financial Group

Episode Description: John Foreman, VP of Investments with Barnum Financial Group, joins Elizabeth to lay out everything you need to know about cryptocurrency. Digital currency is here to stay, and it can be intimidating to think about, but if you’re a savvy investor, you’ll want to listen to this episode.

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Life Insurance in 15 Minutes!

Wed, 17 Sep 2025 03:00:00 -0400

Theme: Life Insurance in 15 Minutes!

Guest: Brian Parmalee, CFP®, CLU® | VP of Risk Management | Barnum Financial Group

Episode Description: We’re doing something a little different on the show this week. Brian Parmalee — VP of Risk Management for Barnum Financial Group and self-proclaimed Certified Life Insurance Nerd — joins the show to discuss all things life insurance based just in time for Life Insurance Awareness Month. Elizabeth will pepper Brian with as many questions as she can fit into 15 minutes. Here we go!

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(Replay) Why Life Insurance is Peace of Mind

Wed, 10 Sep 2025 03:00:00 -0400

Theme: Why Life Insurance is Peace of Mind

Episode Description:

This episode is part of a 4-part series that focuses on Barnum Financial Group’s Study of Americans in the Workplace. We dive into the state of financial wellness, behavioral drivers and the unmet needs of working Americans across the country. This episode is about life insurance and how it can be a key to providing you with peace of mind.

Link to study: https://barnumfinancialgroup.com/2024-study-of-americans-in-the-workplace/

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Having a Service Level Mindset

Wed, 20 Aug 2025 03:00:00 -0400

Theme: Having a Service Level Mindset

Guest: Beverly Wright | VP, Worksite Benefits | Barnum Financial Group

Episode Description: Elizabeth Hiza explores a topic that sits at the heart of both powerful relationships and lasting impacts. This is the specific mindset of service. How you do anything is how you do everything. Joining Elizabeth this episode to provide her insights and experience to this topic is her dear friend, the VP of Worksite Benefits for Barnum Financial Group, Beverly Wright.

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Hidden Financial Impacts from Remote Work

Wed, 13 Aug 2025 03:00:00 -0400

Theme: Hidden Financial Impacts From Remote Work

Episode Description:

This week’s mini episode digs into the hidden costs from working remotely. Elizabeth addresses those people who work from home 100% of their time or in a hybrid situation. Working from home feels like a win, and it’s definitely a huge positive, but beneath that there are real shifts that are happening in personal finance. Let’s get into it.

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Stop Waiting Until You're Ready to Start Something

Wed, 06 Aug 2025 03:00:00 -0400

Theme: Stop Waiting Until You’re Ready to Start Something

Episode Description:

In this week’s mini episode, Elizabeth discusses a mindset block that holds many people back in their financial life, and potentially, in other aspects of their lives. She talks about dispelling the idea that you have to wait until you’re ready before you start something. The perfect moment to start does not exist and waiting for it is only costing you time, opportunities, peace of mind, and sometimes, money.

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Can You Turn Around Your Financial Situation in 90 Days?

Wed, 11 Jun 2025 03:00:00 -0400

Theme: Can You Turn Around Your Financial Situation in 90 Days?

Episode Description:

In this week’s mini episode, Elizabeth is talking about something a little bold. We’re asking the question, can you turn around your financial situation in 90 days? While 90 days won’t bring you great wealth, it will create massive momentum that could help change your bank account, your confidence, your habits and your mindset.

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The Emotional Roller Coaster of Market Volatility

Wed, 04 Jun 2025 03:00:00 -0400

Theme: The Emotional Roller Coaster of Market Volatility

Episode Description:

Today’s mini episode dives into a topic that affects every investor at some point in their journey, which is the emotional roller coaster of market volatility. While the ups and down of a roller coaster at an amusement park are fun, the roller coaster of market volatility is not at all a fun time.

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What is a Strategic Emergency Fund?

Wed, 28 May 2025 03:00:00 -0400

Theme: What is a Strategic Emergency Fund?

Episode Description:

This mini episode takes a brief dive into one of the most misunderstood tools in personal finance — the emergency fund. But not the basic version of an emergency fund, rather a more sophisticated, strategic emergency fund designed for anyone who’s income is on the rise.

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The Tax Cuts and Jobs Act: What It Means for You in 2025 and Beyond

Wed, 14 May 2025 03:00:00 -0400

Theme: The Tax Cuts and Jobs Act: What It Means for You in 2025 and Beyond

Episode Guest: Kate Cassidy | Vice President, Advanced Markets

Bio: Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administration as well as public benefits and special needs planning. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections.

Episode Description:

This episode dives into one of the most significant tax reforms in recent history: The Tax Cuts and Jobs Act of 2017. Whether you’re a business owner, a W2 employee or just a savvy investor this law may impact your wallet in some way.

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The Correlation Between Your Finances and Your Mindset

Wed, 07 May 2025 03:00:00 -0400

Theme: The Correlation Between Your Finances and Your Mindset

Episode Description:

This episode explores how your thoughts and beliefs shape your financial reality, the power of financial habits, and practical strategies to move you into more of a wealth building mindset.

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Save Smart, Invest Wisely

Wed, 30 Apr 2025 03:00:00 -0400

Theme: Save Smart, Invest Wisely

Episode Description:

This episode deals with two key financial habits: Saving the money you earn and then building habits of what to do with that money after you’ve built up that savings.

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Peace of Mind: The True Meaning of Financial Freedom

Wed, 23 Apr 2025 03:00:00 -0400

Theme: Peace of Mind: The True Meaning of Financial Freedom

Episode Description:

This episode is part of a 4-part series that focuses on Barnum Financial Group’s Study of Americans in the Workplace. We dive into the state of financial wellness, behavioral drivers and the unmet needs of working Americans across the country. This episode dives deep into the topic of peace of mind, a topic that resonates across generations.

Link to study: https://barnumfinancialgroup.com/2024-study-of-americans-in-the-workplace/

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Money with a Mission: How Goal Setting Transforms Your Financial Future

Wed, 16 Apr 2025 03:00:00 -0400

Theme: Money with a Mission: How Goal Setting Transforms Your Financial Future

Episode Description:

This episode is part of a 4-part series that focuses on Barnum Financial Group’s Study of Americans in the Workplace. We dive into the state of financial wellness, behavioral drivers and the unmet needs of working Americans across the country. This episode deals with the importance of setting financial goals and why they matter, how they differ based on income, genders, career level and more, and how you can create a plan to achieve your goals.

Link to study: https://barnumfinancialgroup.com/2024-study-of-americans-in-the-workplace/

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The Power of Financial Literacy

Wed, 09 Apr 2025 03:00:00 -0400

Theme: The Power of Financial Literacy

Episode Description:

This episode is part of a 4-part series that focuses on Barnum Financial Group’s Study of Americans in the Workplace. We dive into the state of financial wellness, behavioral drivers and the unmet needs of working Americans across the country. This episode tackles the fundamental topic of financial literacy and why it matters.

Link to study: https://barnumfinancialgroup.com/2024-study-of-americans-in-the-workplace/

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Why Life Insurance is Peace of Mind

Wed, 02 Apr 2025 03:00:00 -0400

Theme: Why Life Insurance is Peace of Mind

Episode Description:

This episode is part of a 4-part series that focuses on Barnum Financial Group’s Study of Americans in the Workplace. We dive into the state of financial wellness, behavioral drivers and the unmet needs of working Americans across the country. This episode is about life insurance and how it can be a key to providing you with peace of mind.

Link to study: https://barnumfinancialgroup.com/2024-study-of-americans-in-the-workplace/

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Understanding Client Concerns in Financial Applications

Wed, 26 Mar 2025 03:00:00 -0400

Theme: Understanding Client Concerns in Financial Applications

Guest: Amelia Nathanson | VP, Operations | Barnum Financial Group

Episode Description:

The process of applying for life insurance or opening an investment account can be overwhelming. We’re going to break down the most common concerns we hear from clients on a daily basis and provide tips to help you navigate the process smoothly. There is no concern on this episode that we talk about today that cannot be overcome.

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How to Make the Decision to Have One Parent Stay Home

Wed, 17 Jul 2024 03:00:00 -0400

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset.

Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Guest: Ben Howarth| Financial Planner | Barnum Financial Group

Theme: How to Make the Decision to Have One Parent Stay Home

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Common Financial Mistakes - Don't Make Them!

Wed, 10 Jul 2024 03:00:00 -0400

Barnum Financial Group presents Master Your Money & Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset.

Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Guest: Judah Piano | Certified Financial Professional l Barnum Financial Group

Theme: Common Financial Mistakes - Don't Make Them!

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Empowering Mindset & Manifestation

Wed, 03 Jul 2024 03:00:00 -0400

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset.

Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Guest: Maria Concha | Empowering Mindset & Manifestation Coach l Founder of Manifesting Ninja

Theme: Empowering Mindset & Manifestation

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Eldercare 101

Wed, 26 Jun 2024 03:00:00 -0400

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset.

Guest: Kate Cassidy | Vice-President of Advanced Markets | Barnum Financial Group

Theme: Eldercare 101

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Conquer Your Financial Fears with Financial Coach Leah Davis

Wed, 05 Jun 2024 03:00:00 -0400

Theme: Conquer your Financial Fears with Financial Coach Leah Davis

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Teaching Children Financial Literacy

Wed, 03 Apr 2024 03:00:00 -0400

Guest: Rosanna Guardavaccaro | Financial Planner | Author

Theme: Teaching Children Financial Literacy

Episode Description: Elizabeth speaks with Financial Planner, Rosanna Guardavaccaro, about her work with helping children increase their financial literacy and learn about budgeting, saving for a rainy day, and much more. She has authored three books that follow a young boy name Peter and his journey through life in the big city, learning financial concepts.

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Start your Career Strong: An Episode for Young Professionals (and their parents)

Wed, 27 Mar 2024 03:00:00 -0400

Theme: Start Your Career Strong: An Episode for Young Professionals (and their parents)

Guest: Amelia Nathanson | Vice-President, Operations

Episode Description: As parents, we plan to prepare our children for growing up, but what happens when they do grow up and become young adults? Our focus turns to preparing for our children to enter the working world and how they can, not only get hired, but grow their career, manage their money and set themselves up for a strong future.

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Your Relationship with Money

Wed, 06 Mar 2024 03:00:00 -0400

Theme: Your Relationship with Money

Guest: Daniela Gerhard | Director, Training & Business Development | ACC Certified Coach

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Special Needs Planning

Wed, 28 Feb 2024 03:00:00 -0400

Theme: Special Needs Planning

Guest: Kevin P. McAvoy | Wealth Management Advisor | Special Needs Planner

Kevin has been a financial advisor since the early 1980s and, since the 1990s, has dedicated his career to working with families with children with special needs. He has a decades-long worth of experience in this space and helping this unique community who had previously been underserved. He joins Elizabeth to provide those listening, who may have children with special needs, with insights and knowledge that could help them with their financial plan.

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Achieve True Wealth By Mastering Your Mindset

Wed, 21 Feb 2024 03:00:00 -0400

Elizabeth reflects on the evolution of the Master Your Money podcast, realizing the missing link to help empower listeners to master their money lies in mastering their mindset. After recording 20-plus episodes focused on financial tactics, Elizabeth shifts her focus to the significance of discipline and mindset and how one's attitude towards money influences their financial decisions and actions.

Follow the podcast on Instagram: @barnumfinancialgroup

Podcast Disclosure:

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How to Handle Money

Wed, 20 Dec 2023 03:00:00 -0400

Barnum Financial Group presents Master Your Money, a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Today's Episode: How to Handle Money

Episode Guest: Paul Blanco | Founder and CEO | Barnum Financial Group

Bio: Paul Blanco is the founder and CEO of Barnum Financial Group, an award-winning provider of comprehensive personalized planning, investment and protection solutions, and financial literacy programs to clients across the United States. Throughout his career, Paul has been a tireless advocate for his firm and the communities it serves as well as for the financial services industry.

He began his career at MetLife as a financial services representative in 1991. In just two years, he moved into management, taking over a seven-person MetLife office in Trumbull, Connecticut. Today, Barnum has over 30 offices in Connecticut, New York, New Jersey, Massachusetts, and Rhode Island.

Paul is committed to creating and maintaining an environment and culture at Barnum that promotes productivity, creativity, and teamwork. As a result, since 2010, Barnum has consistently been ranked as a “Best Place to Work” and “Best Company to Work For” by organizations such as the Fairfield County Business Journal, Providence Business News, New York State SHRM, The Business Council, and Best Companies Group.

Paul is passionate in his belief that the providing of financial advice by well-trained professionals has a major positive impact on the lives of individuals and their families. This belief has led him to make substantial contributions to his industry including developing his Growth Through Innovation workshops, a forum to deliver “best practices” across all aspects of our businesses to financial services leaders throughout the country.

He has served on GAMA Foundation’s Board of Trustees and has written for their Great Ideas book series. He has qualified for the Master Agency Award, the International Management Diamond Plus and Diamond Awards, and the First in Class GAMA International Award. GAMA has also named Barnum one of the top 100 U. S. Financial Agencies multiple times. A noted industry speaker, Paul has appeared on many radio and television programs as well as in national and local publications, providing insights on leadership, recruiting, philanthropy, and industry innovation.

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Building a Buffer: Part 2

Wed, 13 Dec 2023 03:00:00 -0400

Barnum Financial Group presents Master Your Money, a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Today's Episode: Building a Buffer: Part 2

Episode Guest: Greg Wachter, Vice President, Protection Products | Barnum Financial Group

Bio: Greg has helped clients plan for retirement and other goals utilizing forward-thinking strategies that target their specific objectives. A key area of focus during his career as a financial services representative was providing risk management solutions including life and disability income insurance. Today, he leverages that experience to support the consulting and sales efforts of over 300 financial services representatives serving the protection and risk management needs of clients in all fifty states.

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College Planning with John Pearson

Wed, 06 Dec 2023 03:00:00 -0400

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Episode Topic: College Planning. Everyone knows the importance of college planning, but getting started and building that plan is where some people get tripped up.

Guest: John Pearson, Financial Services Representative, Barnum Financial Group

Bio: John is a practicing Financial Advisor and Financial Services Executive with over 30 years of industry experience. John graduated from the University of Bridgeport in 1976 with a Bachelor of Science degree in accounting. He enjoys traveling and capturing his adventures through his hobby of photography. John currently resides in Fairfield County, Connecticut with his wife Sharon. He has two children and a granddaughter

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The Cost of Healthcare During Retirement

Wed, 29 Nov 2023 03:00:00 -0400

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Episode Topic: The Cost of Healthcare During Retirement

Guest: Mike Lynch

Bio: Michael is a Financial Planner at Barnum Financial Group. He develops customized planning strategies for individuals, families, and business owners that enable them to build wealth, pay lower taxes, and protect the people who depend on them for support.

Michael teaches consumer oriented financial planning courses to employees of corporations, government, and nonprofit organizations. His writings appear in both local and national publications.

Mike Lynch is a member of Ed Slott's Master Elite IRA Advisor GroupSM. Click to learn more about this group!

Michael is a Financial Planner for people with Special Needs. As the father of a child with special needs, Michael is intimately familiar with the emotional, educational, and financial issues that face special needs families.

Michael lives in Stratford, Connecticut with his daughter, Micaela Anne and son Domenic. His hobbies include writing, running, reading and working on his house.

He’s written two books: “Keep it Simple. Make it Big: Money Management for a Meaningful Life” (2020) and “It’s All About the income: The Simple System for A Big Retirement” (2022)

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Building a Budgeting Sheet

Wed, 22 Nov 2023 03:00:00 -0400

Episode Topic: Building a Budgeting Sheet

Guest: Ian Querze | Director of Advisor Marketing | Barnum Financial Group

Bio: I’ve always been a believer that you can achieve anything if you have the right mindset. There are those people who want a simple job where they show up, do their work, check their boxes, and go home with a paycheck, without any thought about what’s next. I am not that kind of person. I do not consider what I do a job, I consider it a career and a journey. I always have my eye on the future and I am consistently forging a path to get me to my goals.

I’ve found growth in my career by pushing the boundaries around me. Even when my position seemed to be a dead end, I worked to forge a new path where one did not exist and have been successful. I’m always looking to learn and grow in my position so that I can perform at a higher level, lead at a higher level, and generate the desired results.

In all aspects of my life, I’ve always found my way into some sort of leadership role, whether I intended to or not. Some may call me a natural born leader but it’s really the combination of work ethic, confidence, and the right mindset that make being a leader happen organically. From youth sports, boy scouts, school, and college athletics to my current professional career, this has reigned true. Leadership has become a passion that I look to continuously grow and improve in.

Marketing and creative design defined my career for the first 7 years before stepping into a formal leadership position at my firm. Today, I get to use the marketing and creative knowledge and skillsets acquired over the past decade to help lead a team of high-performing marketing professionals at large financial firm.

Podcast Disclosure:

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Estate Planning

Wed, 15 Nov 2023 03:00:00 -0400

Episode Topic: Estate Planning

Guest: Kate Cassidy | Vice-Presidents, Advanced Markets | Barnum Financial Group

Bio: Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administrations as well as public benefits and special needs planning. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections.

Barnum Financial Group, does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.

*Licensed but not practicing

Podcast Disclosure:

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Jump$tart

Wed, 08 Nov 2023 03:00:00 -0400

Episode Topic: JUMP$TART, Financial Literacy for Young People in Connecticut

Guests: Faye Griffiths-Smith and Chris Lee

Bio - Faye Griffith's Smith: Teaching people the financial facts of life is my professional pursuit. I enjoy working with diverse groups of people throughout the lifespan, learning about their needs and interests, and encouraging them to take positive financial actions to help them move closer to their goals. Training other professionals in providing financial education to their clientele is also a high priority. I emphasize the importance of engaging program participants in interactive learning activities as an effective way to increase financial capability.

As a member of the UConn Extension Disaster Education Network (EDEN) Team, I also provide storm preparedness education. I focus on personal finances, home records, and family preparedness. I serve on the national EDEN Executive Board as the Family and Consumer Sciences Committee Chair and Northeast Region Representative and the Marketing Committee.

In June 2020, I became program administrator of the UConn People Empowering People (PEP) Program, an innovative personal and family development program with a strong community focus. The UConn Extension PEP Communities Program builds on the unique strengths and life experiences of the participants, emphasizing connections between individuals and community action. There is also a modified version of this program for inmates in some Connecticut Correctional Institutions led by volunteer facilitators called UConn Extension PEP CI.

As President, I lead the Connecticut Jump$tart Coalition which promotes financial literacy for young people in our state. I also continue to serve on the Executive Board of the Connecticut Association of Family and Consumer Sciences. Serving served as President of this affiliate was a highlight. Nationally, I served as the leader for the Family Economics and Resource Management within the American Association of Family and Consumer Sciences.

Bio - Chris Lee: Christopher M. Lee is a co-owner of New England Capital Financial Advisors, LLC (a Registered Investment Advisor company registered with the SEC) and has been in the financial service industry since 1993. He graduated with a B.S. from Central Connecticut State University, School of Business, majoring in Finance. In an effort to continue his education and better prepare to advise his clients, Chris has received the following designations and licenses:

Received his CERTIFIED FINANCIAL PLANNER TM certification in 2007. Chris also holds the Certified Private Wealth Advisor® certification, administered by the Investments and Wealth Institute and taught in conjunction with the Yale University School of Management.

Investment Advisor Representative of New England Capital Financial Advisors, LLC a Registered Investment Advisor company (registered with the SEC) Life insurance licensed in the State of Connecticut.

His 27 years of experience in the industry has given him the knowledge and skill to advise clients and the unending inspiration to do so. The satisfaction of watching clients succeed drives him to continue in the industry, along with the joy of forming meaningful relationships with his clients over the years. Chris sees his role as a Senior Advisor as something similar to being a teacher, life coach, and listener. When his clients confide in him, he is eager to offer them a mixture of comfort and truth, providing them with honest information and solutions that work

As someone who feels a strong connection to this community, Chris has also joined several

organizations that revolve around the financial planning industry, such as:

Connecticut Jump$tart Coalition for Personal Financial Literacy, Board of Directors Past President, 2021 Southington-Cheshire YMCA, Finance Committee, 2016 – 2019

President of the Financial Planning Association of Connecticut, from 2021-present. The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.

He is also a speaker and seminar leader on various financial planning topics. He also has written articles in various newspapers and trade journals. Chris enjoys spending his spare time with his wife Leandra, and their children, Joseph, Ryon, Anthony, and Nadia.

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CRN202607-4689511

The Power of Mastering Your Health

Wed, 01 Nov 2023 03:00:00 -0400

Episode Topic: The Power of Mastering Your Health - The Power of the Fork, Wellness Discussion

Guest: Michelle Norris

Bio: Exercise and Sport Science major and certified Health Coach providing comprehensive, custom built corporate wellness solutions for companies and municipalities across the Carolinas and Virginia.

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FAQs About Medicare

Wed, 25 Oct 2023 03:00:00 -0400

Episode Topic: FAQs About Medicare

Guest: Natalie DeMeis, Vice-President, Business Development, Barnum Financial Group

Bio: With extensive experience in employee benefits, Natalina offers comprehensive benefits consulting for organizations ranging from sole proprietors to those employing over 100,000 employees. She also has a deep understanding of the Medicare rules and provisions and is a noted speaker and consultant on that topic.

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How to Get More Women Investors

Wed, 18 Oct 2023 03:00:00 -0400

Episode Topic: How To Get More Women Investors

Guest: Sandra Scanni, Financial Advisor with Barnum Financial Group

Bio: Compassion, empathy, and dedication to improving the lives of others are among the core attributes behind Sandra Scanni and the foundation of her financial services practice.

Built on relationships and experience dating back to 1990 when Sandra joined the financial services industry, Sandra’s focus is centered on one overarching goal: empowering her clients with positive financial behavior to provide peace of mind. With acute attention to detail and industry nuances, Sandra is a relentless advocate for clients in addressing a full range of financial objectives. Sandra’s passion and intellectual depth enable her to connect with clients on an individual level in order to create solutions for their specific needs.

As a knowledgeable specialist in estate and business planning, Sandra guides clients through a comprehensive process that encompasses a clear, simplistic, and tax-efficient course of action. Anchored in her community and hometown Saint James, New York, Sandra’s vision is for families and business owners to have sustainable, multigenerational wealth while developing a strategy for retirement and creating meaningful legacies.

Prior to joining Barnum, Sandra built her practice with New York Life, where she became a Million Dollar Roundtable member (2014). She earned a Bachelor’s Degree in Business from C.W. Post and holds her Series 6 and 63 Securities licenses, along with her Life and Health license.

Sandra lives in Saint James, New York with her husband Carlo and their four children, Antonio, Giuliana, and twins Marco and Giordana. An avid fitness enthusiast, Sandra founded her own gym, Energy Gym (2005), and grew her following to nearly 400 loyal members. Sandra continues to embrace an active lifestyle by attending and teaching spinning classes. When she’s not on the spin bike, Sandra enjoys spending time with her family and friends and being involved with her community.

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Understanding P&C

Wed, 11 Oct 2023 03:00:00 -0400

Episode Topic: Understanding P&C

Guest: Myles Holley, Executive Insurance Professional at Barnum Benefit Advisors, LLC

Bio: Myles is a valued resource in the field of auto and home insurance. He works with us to provide an appropriate level of insurance coverage to protect your home and by offering you a comprehensive array of value-added products and services through his relationship with various providers.

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CRN202606-4612001

Know Your Compensation Philosophy

Wed, 04 Oct 2023 03:00:00 -0400

Episode Topic: Know Your Compensation Philosophy

Guest: Shelley Eisenhandler (Human Capital Strategy, Entrepeneur, Hedge Funds/Alternative Asset Management)

Bio: As the President and Founder of Eisenhandler & Co, Shelley Eisenhandler specializes in human capital for private capital. With 20 years of experience and a focus on compensation, she has helped over 300 alternative asset managers link performance to reward.

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Premium Financing

Wed, 27 Sep 2023 03:00:00 -0400

Episode Topic: Premium Financing

Guest: Jason Bayuk, CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor, Financial Services Executive -Barnum Premier Client Group

Bio: As a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary, Jason Bayuk offers investment management and asset protection solutions to individuals and their families. He also works extensively with business owners and corporate executives delivering financial education, executive compensation strategies, and business succession planning.

Jason is part of a team of financial professionals that provides strategic advice that is integrated, comprehensive, and customized for each client. Each member contributes specialized perspectives and expertise. Together they strive to preserve and grow each client’s wealth while helping them make the best long-term decisions through a portfolio management process based on disciplined planning and analysis of their overall financial situation. They also develop income and asset protection strategies utilizing life insurance, disability income insurance, and long-term care insurance.

Jason is a sought after presenter and passionate educator delivering financial literacy programs at major corporations across the country. He earned a Bachelor of Science degree in economics from New York University. Jason has previously worked as a reinsurance broker and risk analyst at Guy Carpenter, LLC, and as a financial advisor at Morgan Stanley.

Jason’s work on behalf of his clients has received numerous recognitions including membership in MetLife’s Chairman’s Council which is awarded to the top performing financial services executives in the organization. Jason has additionally qualified for MassMutual’s Top of the Council which represents the elite in the field force and consists of the top 125 performing advisors. With Jason’s outstanding achievements and impressive leadership trajectory, MassMutual has appointed Jason to serve as co-chair of the MassMutual AAX and African American sub-committee and MassMutual’s AAX Marketing sub-committee. Jason is also proud to be making a difference at his firm and actively serves on Barnum Financial Group’s DEI committee.

Jason grew up in White Plains, New York where he was an avid basketball player and was a two-time captain on his team where he played at NYU. He currently lives in Brooklyn with his wife Stefanie, enjoys traveling, and is a passionate fisherman.

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Clients' Perspective of Financial Planning Journey

Wed, 20 Sep 2023 03:00:00 -0400

Episode Topic: Financial Education in the Workplace

Guest: Dan Flynn, Chief Revenue Officer, Barnum Financial Group

Bio: Listen to you. Learn about you. Deliver advice and solutions that help you achieve the future you want. Put your best interests first. This is part of the Barnum Promise and it’s meant for our clients. It’s also how I describe my approach to building relationships in our business. As Chief Revenue Officer for the Barnum Financial Group I’m continually looking for opportunities to expand relationships and align Barnum resources to drive growth.

Our mission at Barnum is to enrich to as many lives as possible. Barnum is about people, from our clients to advisors to members of our support team. We consistently promote a growth mindset which leads to a winning and family-like culture.

This industry is fast-changing, and part of Barnum’s success is having the ability to be nimble and recognize opportunities for growth with innovation, leveraging emerging technology, and more importantly, investing in our people. The future is bright here at Barnum.

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Behavioral Finance

Wed, 13 Sep 2023 03:00:00 -0400

Episode Topic: Behavorial Finance

Guest: Daralee Barbera

Bio: Dr. Barbera is a professor, professional business coach, consultant, speaker, and author. Daralee is the 70th recipient of the Will G. Farrell Service Award presented by NAIFALA and The Society of FSP.

She has been featured in Forbes.com, AdviseHer, GAMA Global Take 5, The GAMA International Journal, GAMA's Best Ideas Series, National Underwriter, Life Health Pro, Advisor Today, The Wealth Channel, The Orange County Register, The Wall Street Journal, Business Wire, Yahoo Finance, MarketWatch, World News, International Business Times, California Broker, Investment News, Financial Planning, The Buffalo News, FindBob, Take Five, AdviseHer, and KPPC and KNX radio in Los Angeles.

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Financial Education in the Workplace

Wed, 06 Sep 2023 03:00:00 -0400

Episode Topic: Financial Education in the Workplace

Guest: Allison Mislow, PlanSmart Account Executive

Bio: I am the PlanSmart Account Executive for Barnum Financial Group in Shelton, CT.

PlanSmart enables you to provide your employee with access to a range of financial and retirement education resources through on-site workshops, with optional personal consultations and decision-support assistance. By combining a solid educational foundation with the ability to address their specific individual goals, employees can take concrete action toward meeting their financial objectives.

From planning for retirement to caring for someone with Special Needs, PlanSmart offers a wealth of relevant, objective financial information. The program is available nationwide to help ensure all your employees benefit from the same resources through consistent message no matter where they are located. Working with your dedicated MetLife team, you can customize the program with the workshops and decision-support assistance programs that best meet the diverse needs of your employees.

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CRN202606-4549294

Building Your Million-Dollar Brand

Wed, 30 Aug 2023 03:00:00 -0400

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Episode Topic: Building Your Million-Dollar Brand

Guest: Rory Vaden, MBA, CSP, CPAE

New York Times bestselling author of Take the Stairs, Hall of Fame Speaker, and Co-Founder of Brand Builders Group

Imagine having everything you've ever dreamed of, making more income than you ever thought possible, and more importantly making a massive positive impact on the world. I've spent my life studying successful people and I now dedicate my time to helping other people learn how to become an ultra-performer using a proprietary methodology called "The 4 Levels of Influence."

If you are looking for tips and strategies on how to build your business and become your best self, follow me here or at roryvadenblog.com

Here's the "officials" :) on me:

Rory Vaden is the New York Times bestselling author of Take the Stairs: 7 Steps to Achieving True Success and Procrastinate on Purpose: 5 Permissions to Multiply Time. He is an 8 Figure Entrepreneur, and a Hall of Fame speaker with a TEDx talk that has more than 4 million views. As one of the world's leading experts on the psychology of influence, his insights have been featured on Good Morning America, Fox and Friends, in the Wall St Journal and almost every other major national media outlet.

Today, He and his wife serve as the Co-Founders of Brand Builders Group where they teach mission-driven messengers to become more well known and to build and monetize their personal brand. Their clients include people like Lewis Howes from The School of Greatness, Eric Thomas “ET Hip Hop Preacher”, Tom and Lisa Bilyeu from Impact Theory, New York Times bestselling author Luvvie Ajayi Jones and #1 Wall St Journal bestselling author Ed Mylett.

Learn more at roryvaden.com

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CRN202609-4889901

Understanding Student Loan Forgiveness

Wed, 23 Aug 2023 03:00:00 -0400

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Episode Topic: Understanding Student Loan Forgiveness

Guest: John Pearson

Guest Bio: John is a practicing Financial Advisor and Financial Services Executive with over 30 years of industry experience. John graduated from the University of Bridgeport in 1976 with a Bachelor of Science degree in accounting. He enjoys traveling and capturing his adventures through his hobby of photography. John currently resides in Fairfield County, Connecticut with his wife Sharon. He has two children and a granddaughter.

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Disability Insurance

Wed, 16 Aug 2023 03:00:00 -0400

Episode Topic: Disability Insurance

Guest: Kourtney Zando

Guest Bio: Experienced Sales Analyst with a demonstrated history of working in the insurance industry. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Sales, and Strategic Planning. Strong sales professional, specializing in income protection

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Why Does Your Medical Matter?

Wed, 09 Aug 2023 03:00:00 -0400

Barnum Financial Group presents Master Your Money, a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Today's Episode: Why Does Your Medical Matter?

Episode Guest

Amelia Nathanson, Seasoned Operations professional focused on client service and mentorship. Adjunct professor of Career Planning and Professional Success.

KOLBE Certified Consultant - Know Your M.O. Mine is 8 7 2 3.

I have served in a variety of roles since joining Barnum Financial Group in 2010 including being an active member of the firm’s Training and Development team responsible for AdvisorPro(SM), Barnum’s innovative new advisor development program, as well as conducting sales development programs for advisors at all levels of experience. These highly effective programs include Client Engagement Model, Consultative Sales Approach and Sandler Sell More. I also managed the Task Force that created the firm’s two summer internship programs, AdvisorScholar(SM) and AdvisorApprentice(SM), which help identify candidates who demonstrate the potential to become successful financial advisors. I am a Kolbe Certified Consultant and co-led the rollout of the Kolbe System™ throughout Barnum to help the organization better select and maximize talent and build and manage more effective teams. Through group work and one-on-one training, I instruct people on how to use the knowledge and insights from their Kolbe Index to identify their natural talents and use them most productively.

I am also noted resource on professional development and maximizing employee talent and have been featured in HR Magazine and GAMA Journal.

Most recently, I have taken on the role of Vice President, Operations. In this role, I am responsible for the overall success and accountability of the Barnum Operations team and the efficient processing and tracking of new business applications for all lines of business.

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Building a Buffer: Part 1

Wed, 02 Aug 2023 03:00:00 -0400

Today's Episode: Building a Buffer

Episode Guest

Greg Wachter, Vice President, Protection Products | Barnum Financial Group

Greg has helped clients plan for retirement and other goals utilizing forward-thinking strategies that target their specific objectives. A key area of focus during his career as a financial services representative was providing risk management solutions including life and disability income insurance. Today, he leverages that experience to support the consulting and sales efforts of over 300 financial services representatives serving the protection and risk management needs of clients in all fifty states.

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CRN202904-10909896

Financial Planning

Wed, 26 Jul 2023 03:00:00 -0400

Today's Episode: Financial Planning

We discuss the importance of financial planning, the ins and outs of what goes into the process of building one and why it's never too late to start.

Episode Guest

Jeremy Hus, Vice-President, Financial Planning | Barnum Financial Group

Jeremy leads a team that helps Barnum’s senior relationship managers to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals.

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Introduction to Master Your Money

Tue, 18 Jul 2023 03:00:00 -0400

Master your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host, Elizabeth Hiza will guide you along the way.

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Podcast Disclosure: