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Bill McCarthy Discusses Factors For Developing An

  • Bill McCarthy - Interview - Merrill Lync
  • Bill McCarthy is a Financial Adviser with Merrill Lynch. Bill joined Merrill Lynch in 2007 and is cu...
  • most important factors are....there's a few. One of them being, the obvious, finances. You know, ...
  • 7/22/2014

Bill McCarthy Discusses Becoming Financially Liter

  • Bill McCarthy - Interview - Merrill Lync
  • Bill McCarthy is a Financial Adviser with Merrill Lynch. Bill joined Merrill Lynch in 2007 and is cu...
  • where to turn to the best information to become financially literate is a great question. In a time...
  • 7/22/2014

Bill McCarthy Shares Personal Financial Journey

  • Bill McCarthy - Interview - Merrill Lync
  • Bill McCarthy is a Financial Adviser with Merrill Lynch. Bill joined Merrill Lynch in 2007 and is cu...
  • ut ten years ago, at the time, I was dating my wife and her family had suffered a pretty tragic loss...
  • 7/22/2014

Bill McCarthy Discusses The Sandwich Generation

  • Bill McCarthy - Interview - Merrill Lync
  • Bill McCarthy is a Financial Adviser with Merrill Lynch. Bill joined Merrill Lynch in 2007 and is cu...
  • at question and probably a question that's on a lot of the Baby Boomers' minds as they retire. I th...
  • 7/22/2014

Bill McCarthy Discusses It Is Fine To Have A Mortg

  • Bill McCarthy - Interview - Merrill Lync
  • l McCarthy is a Financial Adviser with Merrill Lynch. Bill joined Merrill Lynch in 2007 and is curre...
  • tainly. Yeah. I actually have some clients now, 67, they haven't had debt for a while. They sold ...
  • 7/22/14

Bill McCarthy Discusses International Investments

  • Bill McCarthy - Interview - Merrill Lync
  • Bill McCarthy is a Financial Adviser with Merrill Lynch. Bill joined Merrill Lynch in 2007 and is cu...
  • depends on the client. International investments actually are pretty common. I think more than hal...
  • 7/22/2014

Jordan Celkupa Shares Key Factors In Retirement

  • Jordan Celkupa - Interview - Robert J. O
  • Jordan Celkupa is a Financial Planner with Robert J. Oberst, Sr. & Associates. Mr. Celkupa joined t...
  • key factors with retirement, it's a very open ended question. And, obviously, one of them is how m...
  • 5/23/2014

Jordan Celkupa Discusses Managing Career And Savin

  • Jordan Celkupa - Interview - Robert J. O
  • Jordan Celkupa is a Financial Planner with Robert J. Oberst, Sr. & Associates. Mr. Celkupa joined t...
  • know, we talked a bit about retirement and people thinking about retirement and how to focus on the...
  • 5/23/2014

Jordan Celkupa Discusses Background As Financial P

  • Jordan Celkupa - Interview - Robert J. O
  • Jordan Celkupa is a Financial Planner with Robert J. Oberst, Sr. & Associates. Mr. Celkupa joined t...
  • journey to become a financial planner, I think, was kind of an interesting one. And, as I think alm...
  • 5/23/2014