Setting Financial Planning Goals for 2025
In this episode, Matt shares actionable strategies to refine your budgeting, transition smoothly into retirement, and maximize tax efficiency.
December 19, 2024
Welcome to Smart Money Questions! Our site features a plethora of podcasts, videos and articles to help you learn about finances, investments, retirement planning and more.
Your host is Matt Hausman, the founder of Old Security Trust Corp. and Old Security Group, a Registered Investment Advisory Firm. Matt specializes in helping clients recognize where they are unknowingly and unnecessarily transferring away their wealth.
This website will teach you all about IRAs, 401(k)s, Social Security, Life Insurance, planning strategies, and how to make better financial decisions.
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ABOUT MATT HAUSMAN
Who Is Matt?
Matt Hausman is the founder of Old Security Trust Corp. and Old Security Group, a Registered Investment Advisory Firm. Matt began helping small business owners and individuals in the early 1990s with insurance and investment planning. Due to the confines of working for large institutions, Matt founded Old Security Group, an Independent Registered Investment Advisory Firm to legally and ethically act in a fiduciary capacity providing unbiased advice to both small business owners and individuals.
Who Does Matt Help?
Matt specializes in helping clients recognize where they are unknowingly and unnecessarily transferring away their wealth. His experience has been in Lending, Cash Flow Management, Investments, Insurance and Real Estate. This experience allows Matt to provide holistic advice to his clients. Matt has been asked to speak to various groups on topics ranging from Advanced Business Strategies to individual retirement and asset protection strategies.
Why Is Matt Qualified To Help?
Matt holds a SEC Series 65 License and Life, Health and Title Insurance licenses in multiple states. He is also a member in good standing with the National Ethics Association.
We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Old Security Group creates value for our clients resulting in innovative retirement solutions that cater to their individal needs, goals and vision.
If you would like to have a conversation about your retirement strategy, please contact us online or call our office at 610-719-3003. We have an office in West Chester and can schedule a time that’s convenient for you. There’s absolutely no cost or obligation.
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Do you have a question that we haven’t covered yet? Just leave me a message and your question just might be on my next podcast!
Why Ask A Question?
Although everyone’s situation is different, your question might help hundreds of other people who are in the same boat. Don’t be afraid of the answers, be afraid of not asking the question!
What Do You Get?
The clearest answer I can give on how to address your retirement question and links to resources that may help you.
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Contact
- 1475 Phoenixville Pike, Suite 103, West Chester, PA 19380
- 610-719-3003
- info@smartmoneyquestions.com
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Smart Money Questions and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. ©2018 All written content on this site is for information purposes only. Opinions expressed herein are solely those of Old Security Group and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee based financial planning and investment advisory services are offered by Old Security Group a Registered Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Old Security Trust Corp. Old Security Group and Old Security Trust Corp. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Pennsylvania, Delaware and Maryland or where otherwise legally permitted.