The Summit Planning
Another arm of our educational outreach is our radio show. We are proud that our long-running weekly show, The Summit Planning Financial Hour, has aired on Saturday mornings at 10:00 on NewsRadio 570 / 106.9 WSYR for more than 25 years. The show has helped countless people gain a stronger grasp on the often confusing world of financial and retirement planning, as well as providing insight into the impact of national and world events on their personal financial landscape. You can call in with your questions at 315-421-9797.
Each week our clients have the unique ability to get an up-to-the-minute snapshot of the world economics and investing from their personal financial planner.
Financial Planning Basics Show SpecialClick here to learn more about creating a sound financial plan.
Social Security Show SpecialClick here to listen to an in-depth discussion about Social Security, with special guest Kyle Kowalski of the Social Security Administration.
Eldercare & Medicaid EligibilityClick here for our special broadcast discussion on elder care and Medicaid eligibility, with special guests Regina Maloney and Morgan Thurston, both with the Onondaga County Department of Social Service Chronic Care Unit.
Tax PlanningClick here to replay our tax planning discussion with Jim Kraus, CPA.