Podcasts about resource planning group

In Ep. 049, Tim talks with Jason Lina.  Jason is a CFA, CFP, and a lead advisor for Resource Planning Group.  They touch on a number of different hot button issues in personal finance like when to take Social Security, how to properly save for college, dispells some myths about bond investing, and much more!

Harlan Graiser/SignatureFD Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD s relationship managers in order to coordinate his work with the client s core financial planning […] The post Long Term Care Insurance: What Is It and Do I Need It? appeared first on Business RadioX ®.

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the planning stage of estate planning with their guests John Howard and Richard Morgan. John Howard/Resource Planning Group John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, […] The post The “Planning” Stage of Estate Planning appeared first on Business RadioX ®.

Jason, originally from Chapel Hill and Southern Pines, North Carolina, is a Lead Advisor at Resource Planning Group. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™, with over 14 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College, and received his undergraduate degree (BA, History) from Davidson College. He is a member of the Financial Planning Association and the Atlanta Society of Finance and Investment Professionals. Jason is a 2014 graduate of Leadership Sandy Springs and presently serves on the Leadership Sandy Springs Board. He also serves on the board of the Dartmouth Tuck Club of Georgia and the AdviceIQ board of advisors. How I Live Well : Jason and his wife, the former Jennifer Sanborn of Marietta, Georgia, live in Alpharetta with their three children. They worship at Northpoint Church. While at Davidson, Jason was captain of the varsity golf team and he remains an avid golfer today. He is actively involved in coaching youth sports, including current roles coaching his children's soccer, basketball, and baseball teams. Jason also enjoys backpacking, tennis, traveling with his friends and family, and is a lifelong North Carolina basketball fan. Email: jason@rpgplanner.com

Join host Ron Comacho,and his guest Jason Lina of the Resource Planning Group , discussing your financial options for the future.