loader from loading.io

Financial Wellness Today Episode 5 Special Guest: Eric Smith from Rita

Financial Wellness Today

Release Date: 03/13/2025

Financial Wellness Today Episode 6 - Augie Card show art Financial Wellness Today Episode 6 - Augie Card

Financial Wellness Today

Augie Credit Card for Credit Building Paul discussed the Augie credit card, a secured credit card designed to help people build credit. He emphasized that it's not a debit card but a secured credit card that allows users to pay their recurring monthly bills, which are then reported to credit agencies. Paul highlighted that the card doesn't require interest or fees and doesn't need a large security deposit, unlike traditional secured credit cards. He also noted that the card is part of a broader plan to educate consumers on budgeting and income-to-bill ratios, as these factors impact...

info_outline
Financial Wellness Today Episode 5 Special Guest: Eric Smith from Rita show art Financial Wellness Today Episode 5 Special Guest: Eric Smith from Rita

Financial Wellness Today

  Financial Wellness and Investment Transparency Gordon, Randy and Eric Smith discussed the importance of financial wellness and the need for consumers to have access to information to make informed decisions about their investments. Eric, an attorney turned CEO of Decision Technologies Corporation, shared his experience of being frustrated with the lack of transparency in the financial service industry. He explained how his company's decision assistance technology provides a tool for individual investors to score and rank available investment choices based on their specific...

info_outline
Financial Wellness Today - Episode 4 show art Financial Wellness Today - Episode 4

Financial Wellness Today

Randy and Gordon, discussed the significance of Martin Luther King Jr. Day and the inauguration of the 47th President, and the current state of the mortgage industry. They also introduced Josh from Home Approach, a platform aimed at helping consumers navigate the challenges of homeownership, and discussed the importance of financial education and planning. The conversation ended with discussions on ongoing projects, the creation of a co-branded page, and personal experiences.    Host and guest contact information: Gordon Oliver: website:  Phone: (888) 544-3457...

info_outline
Financial Wellness Today Episode 3 show art Financial Wellness Today Episode 3

Financial Wellness Today

Gordon, Randy and Cj Brunett discussed the importance of cybersecurity in relation to financial wellness, highlighting the threats and vulnerabilities in the digital age. They introduced a product called Endpoint Lock, which offers an insurance piece for added protection. The conversation emphasized the need for protecting personal information and data, with Gordon encouraging listeners to share the episode with family and friends.   Host and guest contact information: Gordon Oliver: website:  Phone: (888) 544-3457 email:   Randy Nemeroff:...

info_outline
Financial Wellness Today - Episode 2 show art Financial Wellness Today - Episode 2

Financial Wellness Today

On todays show, we have special guest Jay Tolisano, Divisional SVP of Production from CrossCountry Mortgage to discuss current activity in housing, interest rates, available mortgage products, free education classes and an incredible Line of Duty Death Benefit program for first responders and public servants. We will also talk about the Here Benefits Network  and the great services offered by Cambridge Credit Counseling   Host and guest contact information: Gordon Oliver: website:  Phone: (888) 544-3457 email:   Randy Nemeroff: website: Phone: (609) 471-0365...

info_outline
Financial Wellness Today - Episode 1 show art Financial Wellness Today - Episode 1

Financial Wellness Today

Gordon Oliver and Randy Nemeroff discuss the Launch of Financial Wellness Today and the purpose of the show. The economy is struggling and so are consumers. 1.15 Trillion outstanding in Credit Card Debt alone. Where can consumers get help? Where can consumers find ways to save on everything we spemnd money on? Listen in and find out!

info_outline
THE Cambridge Connection - BEST OF SHOW show art THE Cambridge Connection - BEST OF SHOW

Financial Wellness Today

BEST OF SHOW Everyone needs some time off, even Gordon and Tinamarie! They didn’t want to leave you without an episode, so we created a Best of Show. Enjoy!

info_outline
THE Cambridge Connection - Episode 67 show art THE Cambridge Connection - Episode 67

Financial Wellness Today

#67 WHAT WERE YOUR FAVORITE EPISODES OF 2022? HERE ARE OURS! It wouldn’t be any fun if we shared our favorite episodes in writing, would it?  That’s why we’re keeping this episode description short and sweet! Tune in and hear how Gordon and Tinamarie each picked their 2 favorite shows and ironically, they were the perfect match of topics.

info_outline
THE Cambridge Connection - Episode 66 show art THE Cambridge Connection - Episode 66

Financial Wellness Today

#66 WE STUDY EVERY OTHER PART OF THE BODY FOR MEDICAL CLUES, SO WHY NOT THE IRIS?   If you never heard of Iridology don’t worry, neither had Gordon or Tinamarie.  It appears (pardon the pun) that Iridology is a gentle, non-invasive way of identifying inherited strengths and weaknesses in a person’s body.  We’ve all heard the proverb that our eyes are the window to our soul, well maybe that’s not so farfetched.  Guest Sunshine Beesom is an Iridologist who is certified in the field of Iridology and is able, so we are told, to discover underlying physical and emotional...

info_outline
THE Cambridge Connection - Episode 65 show art THE Cambridge Connection - Episode 65

Financial Wellness Today

#65   A FINAL TRIBUTE TO FRIEND AND GUEST GORDON CORSETTI In show #33 Gordy and Tinamarie spoke with Gordon Corsetti, Founder of the Speaker Series and Blog, , Gordon Corsetti was brutally honest about his lifelong struggle with depression and how struggling with mental illness put him in debt to the tune of $112,000.  To listen to him speak of his life changing epiphany, career reboot and ability to pay off all his debts would leave you thinking he had finally left his past in the rearview mirror.  Sadly, Gordon Corsetti lost his battle with depression around Thanksgiving,...

info_outline
 
More Episodes

 

Financial Wellness and Investment Transparency

Gordon, Randy and Eric Smith discussed the importance of financial wellness and the need for consumers to have access to information to make informed decisions about their investments. Eric, an attorney turned CEO of Decision Technologies Corporation, shared his experience of being frustrated with the lack of transparency in the financial service industry. He explained how his company's decision assistance technology provides a tool for individual investors to score and rank available investment choices based on their specific needs. Eric emphasized that their product allows users to make decisions based on their own preferences, rather than relying on someone else's opinion. The conversation also touched on the issue of fiduciary responsibility in the financial industry and the need for more transparency in investment advice.

 Video: https://tinyurl.com/FWT-EPI-5-Video

Host and guest contact information:

Gordon Oliver: website: Gordon Oliver | Cambridge Phone: (888) 544-3457 email: [email protected] 

https://www.facebook.com/GordonOCares/

https://www.linkedin.com/in/gordonocares/

https://www.instagram.com/gordonocares/

Randy Nemeroff: website: https://www.perkplans.com/ Phone: (609) 471-0365 email:[email protected] 

https://www.linkedin.com/in/perkplans/

https://www.facebook.com/PerkPlans

https://www.instagram.com/perkplans_/

Eric Smith: website: https://www.sayrita.com/home

Disclaimer:  We are not licensed financial advisors, and the content shared on this podcast should not be considered personalized advice or a recommendation to purchase, sell, or invest in any financial product or service. Listeners are encouraged to consult with a qualified financial advisor, accountant, or legal professional before making decisions based on the information provided. All investments and financial products involve risks, including the loss of principal. The opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the views of the producers or affiliates of Financial Wellness Today. We make no guarantees about the completeness, reliability, or accuracy of the information discussed. By listening to this podcast, you acknowledge that neither the hosts, guests, nor the producers are liable for any actions taken based on this information.