🎙️ Episode 5: Meet Jeff Beck

Podcast: Smart-ish: After the Name Tags Come Off

Description:

In this episode of Smart-ish: After the Name Tags Come Off, Tom, Chris, and Scott are joined by surprise guest Jeff Beck from COE Financial Group for a conversation that’s less about spreadsheets and more about relationships.

While Jeff does share a bit about his work helping individuals and families think through retirement and major life transitions, the heart of this episode is about connection — from golfing with two of the hosts to why he chose to get involved with the ACA Business Club in the first place.

The group talks about how professionalism doesn’t have to be stiff, why trust is built through shared experiences, and how ACA creates an environment where business conversations can be both meaningful and genuinely enjoyable.

This episode is a great example of what Smart-ish is all about: real people, real stories, and the kind of conversations that happen when you relax, have fun, and let the name tags come off.

🔑 Episode Highlights:

What pre-retirees should be thinking about before the “10-year window”
Common financial blind spots Jeff sees with high earners
How life transitions impact financial planning
Why comprehensive planning beats one-off financial decisions
The value of trust and long-term relationships in financial advising

👤 Guest Bio: Jeff Beck

Jeff Beck is a Financial Advisor at COE Financial Group, working with individuals and families across the Chicagoland area to develop customized, comprehensive financial plans. His focus includes retirement planning, investment management, estate planning, and tax minimization.

Jeff typically works with pre-retirees planning to transition into retirement within the next 10 years, individuals navigating or recently completing a divorce, and young professionals who are high earners and disciplined savers.

📇 Connect with Jeff Beck

Jeffrey Beck

Financial Advisor

COE Financial Group

Northbrook’s Riverpark

1466 Techny Rd

Northbrook, IL 60062

Office: 847-444-9444

Mobile: 847-737-3281

Fax: 847-444-9445

Website: https://www.coefinancial.com/

Email: jeff@coefinancial.com

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Catch new episodes of Smart-ish: After the Name Tags Come Off every month as we sit down with real ACA members to talk business, life, and the stories that don’t get told during the meeting.

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Know someone who should be a guest? Nominate them.

Produced by: ACA Schaumburg Business Club

Hosted by: Tom Gosche, Chris Prestegaard, and Scott Weinberg

Recorded on Zoom. Lightly edited, never scripted.

Smart-ish Episode 5- Meet Jeff Beck- Financial Advisor