12 episodes

Market Street Wealth Management is a full service wealth management and financial services firm located in West Chester, PA. What makes our firm unlike any other, is our focus not only on investment management and finances, but many other areas of concern that retirees face like Social Security planning, Medicare and healthcare counseling, wills, trusts, estate planning and much more.

Retirement Matters Show Retirement Matters Show

    • Investing

Market Street Wealth Management is a full service wealth management and financial services firm located in West Chester, PA. What makes our firm unlike any other, is our focus not only on investment management and finances, but many other areas of concern that retirees face like Social Security planning, Medicare and healthcare counseling, wills, trusts, estate planning and much more.

    Health Options Program (HOP) for PSEARS Members

    Health Options Program (HOP) for PSEARS Members

    In today's episode we're going over HOP, a health insurance program developed for members of PSEARS

    • 13 min
    Tax Planning Vs. Tax Preparation

    Tax Planning Vs. Tax Preparation

    Today we're discussing an important topic related to taxes. Did you know there is a difference between tax planning and tax preparation?

    • 5 min
    IRA Strategies and Tips

    IRA Strategies and Tips

    In today's episode we're discussing IRA strategies that educators and retirees should be aware of.

    • 6 min
    Pension Planning and Maximization Tips and Strategies

    Pension Planning and Maximization Tips and Strategies

    Pension planning is an important part of an overall financial plan. It's important to take a "big picture" view of your retirement plan before making any decisions.

    • 13 min
    The Importance of Homeowners & Auto Insurance in a Retirement Plan

    The Importance of Homeowners & Auto Insurance in a Retirement Plan

    If your financial advisor doesn't discuss your liability and property insurance with you, they are potentially overlooking a serious exposure in your retirement planning.

    • 15 min
    Why Homeowners & Auto Insurance Rates Increase

    Why Homeowners & Auto Insurance Rates Increase

    Understanding why insurance premiums increase can help you when searching for a better company or price.

    • 19 min