PODCAST · business
Personal Financial CEO
by Steven Boorstein
Welcome to the Personal Financial CEO podcast, where we discuss personal finance and financial strategies to help live your best life. I am your host, Steven Boorstein, a Certified Financial Planner™ professional and a Doctor of Pharmacy. In large part because of my background, to me, financial planning is not only about financial health, but also about the positive effects that optimizing finances can have on one's physical and mental well-being. In each episode, we will tackle different personal finance topics... without all the financial jargon, and provide clear-cut, actionable strategies. The goal of this podcast is to provide practical, sound educational content that will motivate you to get in the best financial health of your life, and be able to stay that way forever.
Episodes
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Behavioral Finance Strategies to Overcome Financial Mistakes: Interview with Rick Lehman
In this episode of the Personal Finance CEO Podcast, host Steve Boorstein is joined by Richard Lehman, adjunct finance professor and author, to delve into the world of behavioral finance. They discuss the importance of understanding investor behavior for long-term success, revealing why emotions...
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Smarter Investing using Behavioral Finance with guest, Daniel Folkinshteyn, PhD
Steven Boorstein, PharmD, CFP® discusses with Professor Daniel Falkenstein, PhD, behavioral finance practical examples of how it impacts personal finance decisions. They explore various cognitive biases that affect human behavior, such as overconfidence bias, gambler's fallacy, and status quo…
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STOP Calling It a Retirement Plan! DO THIS Instead...
Steve explains why he hates the term "Retirement Plan" and what you should do, instead!
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The Flat-Fee Advisor Revolution
How do you pay your financial advisor? If you have over $750,000 and are still paying your advisor a percentage of your account value, then you need to watch this video! Steve and Aiden discuss how a comprehensive flat-fee service works to provide a truly unique experience to those looking for a...
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Roth Strategies for High Income Earners
Having a high level of income has it rewards, except in the case of being able to make Roth IRA contributions, where you may be either partially or entirely phased out depending on your income level. Steven A. Boorstein, PharmD, CFP® and Aiden Boorstein cover three ways for high income…
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Advisor Fees Explained: Flat-Fee vs AUM
In this episode of the Personal Financial CEO podcast, Steve A. Boorstein, PharmD, CFP® and Aiden Boorstein discuss four common ways financial financial advisors charge (commissions, hourly, AUM and flat-fee), including some of the pros and cons of each method. They focus most of the discussion…
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Social Security Spousal Benefits After Divorce
Summary In this episode, Steven Boorstein, PharmD, CFP® discusses Social Security Spousal Benefits After Divorce. In this short video, we taken the complex topic of claiming Social Security benefits based on an ex-spouses earning record and simplified it into the basic rules and also, some…
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Create A Comprehensive Financial & Retirement Plan In Your 60’s
In this episode, Steven Boorstein, PharmD, CFP® discusses how to create a comprehensive financial plan/retirement plan in your 60s. He covers five critical areas of a solid financial/retirement plan: values and goals, tax strategy, estate planning, investment management, and risk management.…
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Trailer- Personal Finance & Financial-Based Strategies to Help You Live Your Best Life
Welcome to the Personal Financial CEO Podcast, where we discuss personal finance and financial-based strategies to help you live your best life. In short, whether you're in the process of trying to build financial freedom, or you've already built a significant level of wealth, this podcast will...
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The Personal Financial CEO Trailer
Welcome to The Personal Financial CEO podcast. My name is Steven Boorstein. My plan in creating this podcast is to discuss personal finance and financial strategies to help live your best life. I am the CEO & Founder of RockCrest Financial, which is a comprehensive financial planning firm in…
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ABOUT THIS SHOW
Welcome to the Personal Financial CEO podcast, where we discuss personal finance and financial strategies to help live your best life. I am your host, Steven Boorstein, a Certified Financial Planner™ professional and a Doctor of Pharmacy. In large part because of my background, to me, financial planning is not only about financial health, but also about the positive effects that optimizing finances can have on one's physical and mental well-being. In each episode, we will tackle different personal finance topics... without all the financial jargon, and provide clear-cut, actionable strategies. The goal of this podcast is to provide practical, sound educational content that will motivate you to get in the best financial health of your life, and be able to stay that way forever.
HOSTED BY
Steven Boorstein
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Frequently Asked Questions
How many episodes does Personal Financial CEO have?
Personal Financial CEO currently has 10 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Personal Financial CEO about?
Welcome to the Personal Financial CEO podcast, where we discuss personal finance and financial strategies to help live your best life. I am your host, Steven Boorstein, a Certified Financial Planner™ professional and a Doctor of Pharmacy. In large part because of my background, to me, financial...
How often does Personal Financial CEO release new episodes?
Personal Financial CEO has 10 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Personal Financial CEO?
You can listen to Personal Financial CEO on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Personal Financial CEO?
Personal Financial CEO is created and hosted by Steven Boorstein.
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