Financial Matters with Richard Oring
Richard OringRichard Oring, from New Century Financial Group in Princeton, New Jersey, discusses financial matters. His expertise in taxes and accounting gives him a unique perspective on financial planning and the interplay of taxes with it.
| Publishes | Monthly | Episodes | 32 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness NewsBusinessNews | |||
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Latest Episodes
A severance agreement can look like a simple exit packet, but it’s often the most consequential contract you’ll sign in your career. When you’re laid off, fired, or caught in a reduction in force, the pressure to “just sign and move on” is real and t... more
Your phone is lighting up, the headlines are relentless, and the market feels like it’s swinging with every update. When geopolitical conflict ramps up and oil prices jump, the most common investor impulse is also the most dangerous one: panic sellin... more
A tax bill for gains you never saw coming can sour an otherwise smart investment. We pull back the curtain on mutual fund capital gain distributions and show how manager trades, investor redemptions, and year-end timing can leave you paying taxes eve... more
Have you ever wondered how Federal Reserve's interest rate changes can affect the market? Well, Kevin Caron, a seasoned Portfolio Manager from Washington Crossing Advisors, drops by to decode the world of finance. With his in-depth knowledge and expe... more
Want to uncover the hidden potential of 529 plans and the new twists introduced by the Secure Act 2.0? Wondering how this could be the game changer in your child's college fund or even your first-time home purchase? Then this episode is a goldmine wa... more
Have you ever considered how to ensure your financial accounts' safety? Let's discuss the importance of trusted contacts in maintaining financial security. The Finra Rule 2165 is specifically designed to protect individuals over 65 years old or with ... more
What is a fiduciary? This is a question that Richard Oring is frequently asked by his clients at New Century Financial Group. When looking for an advisor, it's an important question to ask.
A fiduciary is an individual or organization legally requ... more
With the market volatility we've experienced in 2022, many folks are looking at different types of investment vehicles. One that Richard Oring's clients have been asking about lately is the I Bond. Today, Rich explains what they are and more.
I bo... more
Key Facts
Reviews
- Informative & Credible
Thank you for getting this important information out in an accessible way, & from a credible source! A worthwhile listen for everyone- regardless of age, financial situation, and whether or not you already work with an advisor. Appreciate that you add commentary that is applicable and relevant to all different age groups and life stages- financial planning is a life long process but looks different at different stages. Looking forward to more episodes this year!
Apple Podcasts5UrFavMathTutor
United States3 years ago - Great podcast!
This podcast is very insightful and informative if you’re hoping to obtain knowledge regarding financial matters. Highly recommend !
Apple Podcasts5kaylakapas
Canada5 years ago - Awesome
My wife and I have made it a priority to listen every time we hear a new episode. Please keep posting new ones.
Apple Podcasts5DDI-DaveGUnited States5 years ago - Informative
Terrific and timely podcast.
Apple Podcasts5Air dude900United States6 years ago - Credible information
I like that Rich is a licensed advisor who is active working with clients. I feel like this makes him credible to speak on all these financial topics. I am looking forward to future episodes.
Apple Podcasts5eg131United States6 years ago - Very informative
Very informative and information is timely. Thank you.
Apple Podcasts5Dr. HXUnited States6 years ago - Informative and Interesting
I really enjoyed the topic and appreciated the great advice and suggestions. I’m interested in hearing in the future more about how the Secure Act of 2020 will effect my withdrawals come retirement. Thank you and I look forward to more Podcasts with Rich Oring!
Apple Podcasts5lorraineaudUnited States6 years ago - Thanks
Really interesting topics made easy listening. I appreciate your energy.
Keep up the good work
Apple Podcasts5MikeJelUnited States6 years ago
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Financial Matters launched 7 years ago and published 32 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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