How to Handle Money

How to Handle Money

Barnum Financial Group presents Master Your Money, a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Today's Episode: How to Handle Money

Episode Guest: Paul Blanco | Founder and CEO | Barnum Financial Group

Bio: Paul Blanco is the founder and CEO of Barnum Financial Group, an award-winning provider of comprehensive personalized planning, investment and protection solutions, and financial literacy programs to clients across the United States. Throughout his career, Paul has been a tireless advocate for his firm and the communities it serves as well as for the financial services industry.

He began his career at MetLife as a financial services representative in 1991. In just two years, he moved into management, taking over a seven-person MetLife office in Trumbull, Connecticut. Today, Barnum has over 30 offices in Connecticut, New York, New Jersey, Massachusetts, and Rhode Island.

Paul is committed to creating and maintaining an environment and culture at Barnum that promotes productivity, creativity, and teamwork. As a result, since 2010, Barnum has consistently been ranked as a “Best Place to Work” and “Best Company to Work For” by organizations such as the Fairfield County Business Journal, Providence Business News, New York State SHRM, The Business Council, and Best Companies Group.

Paul is passionate in his belief that the providing of financial advice by well-trained professionals has a major positive impact on the lives of individuals and their families. This belief has led him to make substantial contributions to his industry including developing his Growth Through Innovation workshops, a forum to deliver “best practices” across all aspects of our businesses to financial services leaders throughout the country.

He has served on GAMA Foundation’s Board of Trustees and has written for their Great Ideas book series. He has qualified for the Master Agency Award, the International Management Diamond Plus and Diamond Awards, and the First in Class GAMA International Award. GAMA has also named Barnum one of the top 100 U. S. Financial Agencies multiple times. A noted industry speaker, Paul has appeared on many radio and television programs as well as in national and local publications, providing insights on leadership, recruiting, philanthropy, and industry innovation.

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202612-5510263

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(67)

The Exit Plan Most Business Owners Don't Have

The Exit Plan Most Business Owners Don't Have

Most business owners pour everything into building their business, but far fewer have a plan for leaving it. In this episode of Master Your Money and Mindset, Elizabeth sits down with Jeremy Hus, Vice...

12 Elo 29min

Is AI Good Enough to Be Your Financial Advisor?

Is AI Good Enough to Be Your Financial Advisor?

AI is everywhere and increasingly; people are turning to it for financial guidance. In this episode of Master Your Money and Mindset, Elizabeth breaks down what AI can genuinely do well when it comes ...

5 Elo 13min

The Money Advice Everyone Knows But Almost Nobody Follows

The Money Advice Everyone Knows But Almost Nobody Follows

Most people don't struggle with money because they lack information. They struggle because it's hard to consistently apply what they already know. In this episode of Master Your Money and Mindset, Eli...

15 Heinä 16min

Protecting Your Wallet in a Higher-Cost World

Protecting Your Wallet in a Higher-Cost World

Inflation may have cooled from its recent highs, but for many households, the pressure on everyday expenses hasn't gone away. In this episode of Master Your Money and Mindset, Elizabeth Hiza shares fi...

8 Heinä 13min

Take Control of Your Financial Future

Take Control of Your Financial Future

Episode Description: So many older people wished they started earlier with their retirement planning. The regret is real. But so is the opportunity. Because no matter where you are right now, no matte...

20 Touko 15min

Why Life Insurance is Important

Why Life Insurance is Important

Episode Description: We all love the idea of YOLO, you only live once, but none of us really wants to sit with the "only once" part. That mindset is totally human. And it's also exactly why so many pe...

13 Touko 14min

Are Trump Accounts Too Good to Be True?

Are Trump Accounts Too Good to Be True?

The introduction of Trump Accounts is scheduled to go live in July 2026, and it represents a meaningful shift to help to help families start saving earlier, stay invested longer, and build durable fin...

22 Huhti 16min

Have You Checked Your Retirement Plan Lately?

Have You Checked Your Retirement Plan Lately?

On the show, this week, we’re going to walk through exactly how to do a retirement plan check-up and make you question: Have you checked your retirement plan lately? And we promise, it’s not as overwh...

8 Huhti 16min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-sami-miettinen-neuvottelija
hyva-paha-johtaminen
rahapuhetta
rss-ammattipodcast
rss-rahamania
rss-hikipaja
asuntoasiaa-paivakirjat
rss-inderes
rss-oivalluksia-rahasta-elamasta
pomojen-suusta
rss-startup-ministerio
lakicast
rss-karon-grilli
pari-sanaa-lastensuojelusta
rss-vaikuttavan-opettajan-vierella