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Your Plan Your Way Podcast

Topics we enjoy talking about on the podcast

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue retirement activities.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Money

Managing your money involves more than simply making and following a budget.

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Who is Tom?

Thomas O’Connell, is President and Managing Principal of International Financial Advisory Group, Inc. (IFA), located in Rockaway, New Jersey and founded in 1996. As one of New Jersey’s premier advisors – assisting families in the financial advisory field for over two decades – Tom is a nationally recognized author, speaker and educator on the various subjects of estate planning, retirement planning, wealth management and family legacy planning.

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Investment Advisory services provided through Comprehensive Capital Management, Inc. (“CCM”), a Registered Investment Advisor. Certain representatives of International Financial Advisory Group, Inc. are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211.

Thomas O’Connell does not give legal, tax or accounting advice. We recommend you consult your own attorney, tax advisor or accountant concerning the interpretation and revision of tax laws and regulations.