Media Library

Investment Advice

Don’t go into a financial arrangement with your eyes closed

You deserve to keep as much of the money you earn as possible. Sometimes the leaky bucket isn’t the investment, it’s the person doing the investing. Here’s how we saved one client $30,000 in fees per year.

The most important question I ask new clients is if their investment partner is a fiduciary. Having someone who is legally bound to making the best financial decision for you, not for themselves, is crucial. Watch the video for more detail and two other important tips if you’re evaluating your current investment partner or looking for a new partner.

Investment Advice

Searching For An Advisor? Three Tips You Can Use Now

Investment Advice

Searching For An Advisor? Three Tips You Can Use Now

The most important question I ask new clients is if their investment partner is a fiduciary. Having someone who is legally bound to making the best financial decision for you, not for themselves, is crucial. Watch the video for more detail and two other important tips if you’re evaluating your current investment partner or looking for a new partner.

Investment Advice

Jeff Socha with Ark Financial on Your World with Neil Cavuto from Fox News

Jeff Socha with Ark Financial discusses how the Hong Kong demonstrations and protestors affects the US and Global economy on Your World with Neil Cavuto from Fox News.

China’s top trade negotiator is reportedly inviting U.S. officials to Beijing to continue talks on the phase one trade deal. Jeff Socha, Managing Partner at Ark Financial, joined Cheddar to discuss.

China Invites Mnuchin

China Invites Mnuchin, Lighthizer to Beijing to Continue Trade Talks

Interviews

Why Tax Refunds Are Getting Smaller

Jeff Socha on why refunds are getting smaller on Financial Survival Network:

Jeff Socha talks to Kerry Lutz on the Financial Survival Network about why many Americans are seeing smaller tax returns and what that means, why it may not be a bad thing, and what it means for next year.

Can we make inflation great again? Jeff makes the case on Financial Survival Network with Kerry Lutz:

Jeff Socha talks to Kerry Lutz on the Financial Survival Network about inflation, stagflation and how inflation works in different economies. While the idea sounds contradictory it’s rooted in good economic theory.

Interviews

Can Inflation Be Good?

Interviews

Can Inflation Be Good?

Can we make inflation great again? Jeff makes the case on Financial Survival Network with Kerry Lutz:

Jeff Socha talks to Kerry Lutz on the Financial Survival Network about inflation, stagflation and how inflation works in different economies. While the idea sounds contradictory it’s rooted in good economic theory.

Interviews

Teaching Kids Financial Literacy Starts Young. What Every Parent Can Do

Kids and credit cards? Jeff breaks down why financial literacy should begin in childhood on CT Money Strategies:

Jeff Socha discusses the need for children to become financially literate on CT Money Strategies. Learn how to automate to make everything easier and build a habit. Teaching your children early and often is the key to success.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as legal advice. Please consult legal professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.