Financial Matters with Richard Oring

S3E4 How To Manage A Non Spouse Inherited IRA In 10 Years

S3E3 What To Do After A Layoff Before You Sign Anything

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,…

S3E2 What If The Real Risk Is Your Reaction To The News

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…

S3E1 The Tax Trap In Your Mailbox

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,…

S2E3 Insights from an Industry Expert Kevin Caron.

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…

S2E2 Hidden Perks of 529 Plans under the New Secure Act 2.0

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…

S2E1 The Role of Trusted Contacts in Money Management

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…

S1E24 What Is a Fiduciary?

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…

S1E23 I Bonds Explained

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. …

S1E22 Year End - Tax Harvesting

There are many things you should consider when it comes to end-of-year tax planning, but today Rich and Jag are focusing on Tax Loss Harvesting.To understand tax loss harvesting, we will want to…

S1E21 How To Measure Portfolio Performance

How can I tell how well my portfolio is performing?   Through this podcast, it's Richard Oring's goal to educate listeners about managing their money.  Today, he and Jag look at different ways to…

S1E20 Do Young Adults Need a Financial Advisor?

Do I need a financial advisor if I'm in my 20's? There's a stereotype that financial advisors are only for older adults - either in or approaching retirement.  And that's simply not true.  Today,…

S1E19 What You Need to Know About Bonds

Investing in bonds can be an important part of your overall portfolio.  But many investors find them confusing.  Today, Richard Oring and Jag break down what you need to know.Stocks are pretty…

Using a Loan for Home Renovations

There are many loans available for homeowners who want to renovate their homes.  Today, Richard Oring of New Century Financial Group is joined by Bobby Dmuchowski, VP of Mortgage Lending at…

Importance of Collaboration between your CPA and Financial Advisor

As the tax landscape ever changes, it becomes more important for your CPA and Financial Planner to collaborate.In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, and Xavier Angel,…

Addressing Financial Literacy in the Black Community

Today, Rich and Jag welcome Xavier Angel, out of New Century Financial Group's New Orleans office.   Rich and Xavier thought Black History Month would be a good time to address the issue of financial…

Financial Planning Is For Everyone

January is a time to re-consider your financial goals.  Today, Richard Oring of New Century Financial Group explains why financial planning is no longer for only the rich - it's something that is…

Life Insurance Explained

Life Insurance is a very important aspect of your financial future.  But it can be very confusing. Today, Richard Oring of New Century Financial Group breaks down everything you need to know about…

What a Financial Planner Does

Today, Richard Oring of New Century Financial Group and co-host Jon "JAG" Gay cover the field of financial planning - what financial planners do and who needs one.We all have coaches for different…

What New Washington Leadership Means For Your Money

Today Richard Oring of New Century Financial Group and Jag are joined by Bill Cass, Director of Wealth Management Programs at Putnam Wealth Management in Boston. With Democrats now in control of the…