The team at Egan, Berger & Weiner, LLC
The partners at Egan, Berger & Weiner, LLC: Bryan Beatty, Sheldon Weiner, and Michael Egan
The Financial Advisors at Egan Berger & Weiner, LLC, include: (Back row from left) Carmen Martinez, Bryan Beatty, Howard Pressman, Dave Beck; (front) Michael Egan, and Sheldon Weiner
Bryan Beatty was featured on News Channel 8's "Let's Talk Live!" on Feb. 22, 2013. Reporter Sonya Gavankar gets his insights into inflation and how it will impact your retirement. Watch the entire episode on EBW's Financial News TV.
Sheldon Weiner was featured on "Let's Talk Live!" on Jan. 4, 2013. He tells reporter Sonya Gavankar that he knows it has been tough for people to feel confident about their retirement savings. To make matters more complicated, many people are behind in their retirement planning. So what can you do? Watch the entire episode on EBW's Financial News TV.
Egan, Berger & Weiner LLC founding partner Michael Egan was featured on "Let's Talk Live!" on Nov. 30, 2012. He explains to reporter Sonya Gavankar how to traverse the complicated Social Security system, which requires a significant amount of planning before you file for benefits. Watch the entire episode on EBW's Financial News TV.
Bryan Beatty, Let's Talk Live
November 21, 2012
When EBW partner Bryan Beatty was featured on "Let's Talk Live!" on Nov. 21, 2012, he gave insight to the self-employed about their retirement options. He explains to reporter Sonya Gavankar that especially you work for yourself, planning ahead is mission critical. Watch the entire episode on EBW's Financial News TV.
Egan, Berger & Weiner, LLC is an independent financial services firm based in Northern Virginia. Our associates have decades of experience in helping our clients plan ahead for retirement.
Our mission is simple: To help our clients accomplish their dreams by skillfully navigating them through life’s myriad financial decisions.
That’s why we launched EBW’s Financial Planning Knowledge Center — a website filled with articles that we have written, interviews we’ve given, and information that we regularly share on radio and TV news shows.
It’s our clients who inspire us. To show our appreciation, each fall we host a Back to School Night where we offer educational seminars with expert speakers,and celebrate our anniversary with food, music, and fun.
To learn more about our financial planning services, visit www.ebwllc.com, and give us a call at 703-506-0030.
What do you need to know about Global Demographic Trends?
In this video, produced by the financial services firm Egan, Berger & Weiner — Jim Lindsay, president of the Adult Companion Care in Alexandria, VA — offers insights.
“This video offers an interesting look into how population changes will impact global economics, retirement and the way healthcare is delivered,” explains EBW partner Bryan Beatty, noting that while studying for his MBA at Oxford University, Jim’s research focused on global aging issues.
“Jim has identified three main forces that will shape our world for many years to come. Join us to see how these trends may affect your retirement plan.”
Click here to watch this engaging hour-long seminar.
Years ago, one of Howard Pressman’s favorite business professors gave a lecture on what he saw as the four most dangerous words in the American language: “This time it’s different.”
“Really?” asks Pressman, pointing to the fact that lately it seems our country is hurtling from one crisis to the next — the latest one to monopolize our attention has been the federal government shutdown. “So what made this crisis special?” To find out, scroll down to read Pressman’s intriguing article.
Speaking of intriguing, be sure to check out the video from last month’s 10th Anniversary Back to School Night. You’ll find excerpts in the sidebar, at right.
You’ll also find additional information about planning for retirement in EBW’s new podcast radio show, Finance Rules.
And click here to watch Carmen Wu’s appearance on News Channel 8’s “Let’s Talk Live!” She offers great ideas on Planning Ahead for College.
Aug. 3, Investment News — “As the Federal Reserve winds down the massive bond-buying program that has kept interest rates low for years, its next chairman will have to excel in people skills, making Janet Yellen the best choice, according to investment advisers,” explains legislation and regulations reporter Mark Schoeff Jr., in today’s issue of Investment News.
For insights, he interviewed Bryan Beatty, a partner at Egan Berger & Weiner LLC.
Although he predicts that the Obama administration will want a “dovish” Fed chair, Beatty wants the next leader to raise interest rates.
“What we need more than anything is healthy savings — real money at the banks,” Beatty said. “It would be very beneficial for spending in our economy if [savers] got a little interest on their money and not have to risk it so much. [The Fed] is fixated on the asset side rather than the disposable-income side.”
WELCOME to Finance Rules: The Egan, Berger & Weiner Financial News Radio Show — a monthly podcast show that offers insights into some of the top trends happening in the financial markets! In this month’s episode, Financial Advisor Sheldon Weiner shines on light on the “Do’s and Don’ts for Taking Money Out of Your Retirement Accounts.”
He starts by mapping out the scenario: You just got a new job, or are retiring after a long and successful career. After the champagne and festivities comes the big decision of what happens to your defined contribution plan with your former employer.
And Weiner answers these questions about the next steps to take, including:
- Is there a problem taking company stock, or is it better to take a lump sum distribution?
- Is it a good idea to invest in a Roth IRA?
- Should a traditional IRA may be a better choice? If so, why?
Download the podcast now!
By Howard Pressman, CFP®
CERTIFIED FINANCIAL PLANNER
Egan, Berger & Weiner, LLC
One of my business professors gave a lecture on what he saw as the four most dangerous words in the American language.
That was a long time ago, so before we get to his nuggets of wisdom, I would like to spend some time discussing more current events, or better stated, current crises.
Lately it seems our country is hurtling from one crisis to the next — the latest to monopolize our attention has been the federal government shutdown.
So what made this crisis special? Probably nothing, except that it was so recent. Perhaps the only thing that changes about crises is our perceptions of them and how we are exposed to them.