• Concord Advisors Financial Experience

  • Written by: Ted Hoornstra
  • Podcast
Concord Advisors Financial Experience cover art

Concord Advisors Financial Experience

Written by: Ted Hoornstra
  • Summary

  • Financial Advisor Ted Hoornstra and cohost Jon "JAG" Gay talks about personal finance and planning, how current events affect your bottom line, and how we can leverage technology in managing our money.
    2021 Hoornstra Financial Group
    Show More Show Less
Episodes
  • Investing in Stocks
    Jun 8 2021

    At the Hoornstra Financial Group, Ted Hoornstra and his team take a comprehensive approach to planning your financial future.  Part of that may include investing in the stock market, and this may vary with how much risk you're comfortable with.   Today, Ted Hoornstra walks through what he considers a proprietary approach to investing in the stock market.   Also, why which funds you invest in the market matter!

    If you need help with your financial future - reach out to Ted at the Hoornstra Financial Group.

    http://www.hfg411.com/

    ted@hfg411.com

    (727) 498-8828

    Show More Show Less
    9 mins
  • Annuities
    Jun 8 2021

    Annuities can often be a scary topic, because many people don't understand them. But they can provide income and stability in retirement. Today, Ted Hoornstra breaks down the different types of annuities, and what you can do with them.  

    • Fixed Annuities
    • Variable Annuities
    • Immediate Annuities
    • Fixed Index Annuities
    • Hybrid Annuities (between fixed index and variable)

    If you need help with your financial future - reach out to Ted at the Hoornstra Financial Group.

    http://www.hfg411.com/

    ted@hfg411.com

    (727) 498-8828

    Show More Show Less
    10 mins
  • Estate Planning
    Jun 8 2021

    Estate planning is a crucial part of your overall financial plan.  It ensures your wishes will be respected, and the loved ones you leave behind will be taken care of.  There are six aspects of estate planning, broken into two groups.  Ted Hoornstra breaks them down today.

    Financial Side:

    • Trust
    • Will
    • Power of Attorney

    Health Side:

    • Health Care Surrogate
    • Living Will
    • Return To Home Documents

    Ted explains how the Hoornstra Financial Group connects you with resources to get these documents done.  And he also shares some horror stories from those who didn't make these preparations ahead of time.

    If you need help with your financial future - reach out to Ted at the Hoornstra Financial Group.

    http://www.hfg411.com/

    ted@hfg411.com

    (727) 498-8828

    Show More Show Less
    9 mins

What listeners say about Concord Advisors Financial Experience

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.