Ep. 298 - The 4th Monday Series - Top Tips for Investing Intelligently with Nancy Hecht

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 -          Website: hechteffect.net -          Email: [email protected] -          Phone: 407-869-9800 22:52 - Wrap Up 23:19 - Next Month: Baseball Technology 24:12 - Outro -          www.social-engineer.com -          www.innocentlivesfoundation.org   Find us online: -          Chris Hadnagy -          Twitter: @humanhacker -          LinkedIn: linkedin.com/in/christopherhadnagy