Welcome to the Social-Engineer Podcast: The 4th Monday Series with Chris Hadnagy and Mike Holfeld. Chris and Mike will be covering cutting edge global news to help people remain safe, secure and knowledgeable in a world where it is hard to know what is real and what is fake news.

Today Chris and Mike are joined by Nancy Hecht. Nancy started in the financial service business in 1983 as a registered Rep, moved to Certified Financial Group in 1988, and became a CFP in 1994. She is now a fee-based CFP where she provides comprehensive planning and investment management. [March 24, 2025]

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Show Notes

Welcome to the Social-Engineer Podcast: The 4th Monday Series with Chris Hadnagy and Mike Holfeld. Chris and Mike will be covering cutting edge global news to help people remain safe, secure and knowledgeable in a world where it is hard to know what is real and what is fake news.

Today Chris and Mike are joined by Nancy Hecht. Nancy started in the financial service business in 1983 as a registered Rep, moved to Certified Financial Group in 1988, and became a CFP in 1994. She is now a fee-based CFP where she provides comprehensive planning and investment management. [March 24, 2025]

 

00:00 – Intro

00:18 – Mike Holfeld Intro

00:46 – Today’s Guest: Nancy Hecht

01:08 – Topic of the Day: Financial Advice

01:31 – The Ever-Changing Future of Taxes

02:51 – Roth IRA vs 401K

05:35 – The Difference Between Need and Want

07:54 – Prepping for Retirement

11:37 – Being Diversified

13:11 – Crypto

15:05 – Toe in the Sock Money

16:49 – The Big 5

17:41 – Pay Yourself First

18:37 – Basic Tips

19:11 – Don’t Panic!

21:09 – Closing Advice

22:32 – Find Nancy Hecht Online

22:52 – Wrap Up

23:19 – Next Month: Baseball Technology

24:12 – Outro

 

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