Financial Matters with Richard Oring
Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.
Podcasting since 2019 • 29 episodes
Financial Matters with Richard Oring
Latest Episodes
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 world of finance. With his in-depth knowledge an...
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Season 2
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Episode 3
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48:22
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 first-time home purchase? Then this episode is a goldm...
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Season 2
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Episode 2
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20:49
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 designed to protect individuals over 65 years old or...
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Season 2
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Episode 1
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24:14
