Sue Simon and Beth Jones from Third Eye Associates (Aired on April 7 and April 8th, 2018)

Eye for Financial Planning (Aired on April 7 and 8, 2018)

RadioRotary interviews Red Hook Rotarian Susan Simon and Beth Jones, both of Third Eye Associates, Ltd, a fee-only registered investment advisory firm that provides financial life planning, financial transition planning, and wealth management services, with offices in Red Hook, New York City, and Washington, D.C. Their model is based on an hour-long initial interview in which Third Eye Associates determines the life goals of the client, which can be followed with five to seven sessions leading to specific recommendations for financial and life planning. One of their specialties is transitional planning, which deals with helping clients through significant life changes such as divorce or the death or serious illness of a spouse. Often this includes putting the client into a “no decision zone,” recognizing which steps are time sensitive and which are not.

 

Learn more:
Third Eye Associates:
Third Eye Facebook:
Red Hook Rotary Club:

 

 

 

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The Community Action Partnership (Aired on November 1 & 2, 2014)

Elizabeth Spira

Elizabeth Spira

Elizabeth Spira, the Chief Executive Officer of the Community Action Partnership of Dutchess County describes how this legacy program of the War on Poverty has for 50 years provided financial, energy, pharmaceutical, and food assistance to those in need. Similar agencies exist in every country in New York State. Some of the programs that the Dutchess agency maintains include “Dress for Success,” a program that provides suitable clothing to women applying for jobs, and the “Retired and Senior Volunteer Program (RSVP),” which provides help with financial counseling, youth mentoring, and emergency preparedness.

Learn more:
The Community Action Partnership of Dutchess County
The New York State Community Action Association
National Community Action Partnerships
Retired and Senior Volunteer Program (RSVP)

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Current Insurance Issues (Aired on AM on Dec. 20 & on FM on Dec. 22)

L-R: Jonah Triebwasser, Bill Dowden, Carl Dowden

L-R: Jonah Triebwasser, Bill Dowden, Carl Dowden

In a program recorded live at the regular Red Hook Rotary meeting, insurance agents and Rotarians Carl and Bill Dowden discuss the Affordable Care Act (or ACA, sometimes called “Obamacare”), Cyber-Liability Insurance, and Long-Term Care Insurance. They explain how ACA relies on individual insurance companies instead of having a government-run single-payer plan, such as Medicare. While the ACA requires that insurers provide consumer protections and some benefits, its primary goal is to insure the currently uninsured, so people with satisfactory insurance now do not need to register. Cyber-Liability Insurance primarily protects companies and nonprofits from data breaches if their computer system is hacked or a device with private information is lost or stolen. The Dowden brothers also explain the differences between long-term care insurance and long-term disability insurance as well as the differences between homeowner’s insurance and flood insurance.

Learn More:
Dowden Agency, Inc.
Affordable Care Act (New York State site)
Affordable Care Act (Federal site)
Cyber Liability Insurance
Longterm Care Insurance
Flood Insurance

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December 20, 2013 · Posted in Financial Planning, Health  

Investing in Today’s Environment (Aired Mar. 4, 2011)

L to R: Glenn Goldstein, Susan Simon

L to R: Glenn Goldstein, Susan Simon

Two financial experts, both Red Hook Rotarians, discuss today’s economic environment and the effects of recent world turmoil on investing. In this on-site interview at a Red Hook Rotary meeting Glenn Goldstein, Managing Director of Portfolio Management at Focused Wealth Management, and Susan Simon, Registered Life Planner and Vice-President of Third Eye Associates, Ltd., give their opinions about what to consider when investing for retirement and about the changes investors should make in the current market.

 

Learn More:
Focused Wealth Management
Third Eye Associates
Red Hook Rotary

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March 4, 2011 · Posted in Business Assistance, Financial Planning