Season 4 Episode 37, July 4th 2015
With the need for understanding the complexities of what I like to refer to as ‘Financial Fitness’ we are extremely fortunate and blessed to have met our newest adviser, Melissa Spickler. The founder of the Spickler Wealth Management Group in association with Merrill Lynch Wealth Management, Missy and her team provide unparalleled and high quality advice and customer service. And Missy is an advocate for her team and clients alike, she gets it done.
Walking the walk, and sharing the story that is the bottom line on this episode, Melissa will wow you with her energy, passion and knowledge!
With her personal story of her family and her mom, father in law, and a crash course on care giving Missy not only gives us professional advice but talks and openly shares her intimate story. A story we all can relate to.
“During our meetings, we sit with clients to talk about their lives. We ask open-ended questions to get to know them and learn more about their relationships with all their family members. By the time we get to what’s important to them financially and what they’re hoping to accomplish, we know everything about them.”
Melissa Plotkin-Spickler, CRPC®
Managing Director–Wealth Management
Wealth Management Advisor
Retirement Benefits Consultant
Missy knows all too well what happens when your mobility is diminished, when suddenly your life changes and your independence is compromised. Please listen as she helps us understand that ‘embracing’ our maturation process.
Please listen as we talk about-
- Long-term care
- Having the correct mindset
- Your power of attorney
- What is a medical directive
- The cost of care and her parents story
- Retirement counseling
- Having nowhere to turn
- Your healthcare directive
Listen to Tom Matt’s ‘Boomers Rock’ Radio Talk Show season 4 episode 37 below (7/04)