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Ep16 | Importance of Financial Planning with Joe Piszczor

Welcome back to Clearing the Way. A resource for small business. I talk with sales and HR experts, other small business owners, and anyone else that can provide you with information to clear your way to success.

Today will be another “expert” episode. Financial Planning for Small Business Owners.

Topics include:

  • Starting out

  • Splitting personal and business finances?

  • Planning for Taxes?

  • Planning for “unforeseen” challenges?

  • Retirement planning

  • Should I still be focusing on a 401k?

  • Should I be investing/saving still when I barely have clients?

  • Planning for expansion?

  • How do you begin think about scaling in terms of money?

  • Hoe much can be done on your own and when do I need help?

My guest today is Joe Piszczor, Certified Financial Planner at Stein Wealth Advisors. Joe graduated from Mercyhurst College in 2005 with a degree in Business Management. In his time there, he was active in student government and was a member of both the Football and Wrestling teams. In 2006, Joe started his first job in Finance.He spend the next 12 years as a Personal Financial Advisor. In 2018, he became Director of Financial Planning. In 2020, Joe moved on to Stein Wealth Advisors where he is still a Certified Financial Planner.

Joe is super active in the community here in Washington. He has served on the Boards of Leadership Washington County, Literacy Council of Southwest PA, Financial Planning Association of Pittsburgh, and The David Bradford House Historical Association. He is a 15 year member of the Rotary Club of Washington and a Trustee of the Washington County Community Foundation.

Joe is the Host of a soon-to-be available Podcast, Cup of Joe, where he attempt to make people financially literate. In many episodes, Joe will choose a topic and try to explain it to me. I will ask the questions that many of us have and hopefully by the end, we will all be better informed.

Joe Piszczor



Full Episode:


The economic views shared are for informational purposes only and should not be considered investment advice for the viewers personal situation. Clients should contact us at Stein Wealth Advisors or your own financial advisor if your not an client for specific investment advice. Financial Planning and Investment Advice are specific services provided by Stein Wealth Advisors. This content is not to be interpreted to be specific or actionable advice and is for education purposes only. Please consult your counselors for specific advice on your individual situation. Investment advisory services provided by NewEdge Advisors, LLC doing business as Stein Wealth Advisors as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.


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