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.
Episodes
29 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
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 fiduciary is an individual or organiza...
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Season 1
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Episode 24
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22:26
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. Today, Rich explains what they are...
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Season 1
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Episode 23
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16:27
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 define terms. Rich walks us through...
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Season 1
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Episode 22
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21:15
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 evaluate the performance of your portf...
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Season 1
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Episode 21
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21:59
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, Richard Oring of New Century F...
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Season 1
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Episode 20
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26:48
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 straightforward - if you buy a st...
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Season 1
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Episode 19
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21:53
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 Guaranteed Rate.Bobby explains the advant...
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Episode 18
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28:57
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®, an...
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Episode 17
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49:52
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 literacy in the Black community.
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Episode 17
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24:53
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 accessible to everyone.You should s...
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Episode 16
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20:45
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 Life Insurance. ...
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Episode 15
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34:43
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 aspects of our lives and financial plan...
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Episode 14
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36:35
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 White House, and both houses of Congr...
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Episode 13
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39:11
College Life and Moving On To The Workforce
Today, we visit with Richard Oring's former intern (and nephew) Aaron Kravitz. Aaron is about to graduate a 5-year program at Penn State University with a bachelor's and masters degree in accounting.Not only did Aaron have to navi...
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Episode 12
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29:29
The Psychology of Money
Some people are savers, and others are spenders. Today, we break down the psychology of money. Joining Richard Oring are certified financial planner Erik Garcia and clinical psychologist Matt Morris, hosts of their own podcast,
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Episode 11
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36:54
Mutual Fund Fees
Today, Richard Oring of New Century Financial Group joins Jon Gay to explain the various fees associated with mutual funds. We cover:What resources are there to find the costs and performanceInvestor.gov -
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Episode 10
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43:19
More Money In Your Pocket and Less To Uncle Sam
Today Rich and Jag look at ways to keep more of your money and give less of it to Uncle Sam.First, we look at basic tax terms includingAdjusted Gross Income (AGI)Above The Line DeductionsItemized Deductions<...
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Episode 9
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26:25
What We've Learned Halfway Through 2020
With June here, Richard Oring of New Century Financial Group joins Jon Gay to take stock of where we are, almost halfway through the year.Things we've learned to live without in 2020Food and Medical SuppliesSocial...
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Episode 8
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36:49
Financially Surviving Coronavirus - The CARES Act
Today, Richard Oring and Jag break down the CARES Act - the Coronavirus Aid Relief and Economic Security Act - and what it means for you. We cover:Recovery Rebate Checks for TaxpayersRetirement Plan WithdrawalsRe...
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Episode 7
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30:00
Coronavirus and My Investment Accounts
Richard Oring's phone has been ringing off the hook with calls from clients panicked over the coronavirus and what effects it will have on their investment accounts. Today we cover some important things to remember.When you set up your ...
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Episode 6
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17:03
Playing 5th Quarter Quarterback With Your 401k
There are many mistakes that people make with their 401K accounts. Today we try to help you avoid those mistakes now instead of trying to fix them later. They mainly fall into three categories.Contribution Level Mistakes...
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Episode 5
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27:28
Getting Your Household Digitally Organized
Nobody wants to think about their own mortality. But careful planning can ensure that both your final wishes are granted as directed, and that your loved ones won't have added stress on top of their grief.Richard and Jag discuss the adv...
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Episode 4
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32:04