Our Zack Pumerantz Featured on Company of Dads

EP146: Bearing the Burden of Financial Fatherhood

Check out our Director of Investments, Zack Pumerantz, as a featured guest on the Company of Dads Podcast!

See below for more information about the episode, and links to listen on your favorite app and device.

Interview with Zack Pumerantz / Director of Investments for I. M. Financial

HOSTED BY PAUL SULLIVAN

What happens to your money mindset when you become a parent? Zack Pumerantz is a father of two, former FanDuel exec, and now a financial advisor dedicated to helping fellow parents build strong financial foundations and lasting wealth. He shares practical strategies tailored for dads, insights on how financial pressures shift once kids enter the picture, and how to spot (or miss) key money opportunities along the way. This is a great guide for every parent trying to do right by their family’s future - without losing their financial footing.

PODCAST DISCLOSURE

This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or I.M. Financial and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value.

REPRESENTATIVE DISCLOSURE

Zachary Pumerantz, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 101 CRAWFORDS CORNER ROAD, SUITE 2405, HOLMDEL NJ, 07733, 908-7090020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. I. M. FINANCIAL is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License Number - 20876403, CA Insurance License Number - 4355137.

Podcast Submission # 7911874.1 Exp 04/27