USA Financial Radio
The Financial Headquarters Radio Show, or Financial HQ, is all about the American consumer in retirement, or with retirement on their mind. The show is broadcast in numerous cities across the country. Since it was first aired, the show has been committed to providing a fun and educational approach to important financial topics facing the American retiree or soon-to-be retiree. While occasionally a bit comical, the information shared is designed to be “cut-to-the-chase” and “meaningfully relevant” to listeners with wealth to build and wealth to protect. Whether you are planning for retirement, or in retirement, America’s Financial HQ Radio Show is for you. Each week, the hosts dive into a number of key issues facing the American consumer. Such topics might include 401(k)’s, mutual funds, stocks, bonds, annuities, taxes, portfolio management, and everything in between that relates to your personal finance and retirement. In addition to providing a meaningful resource to Americans of all ages, Financial HQ Radio has a network of advisors across the country that are well versed on the key topics facing you. These advisors are independent financial professionals and are committed to playing an important role in furthering the financial wellness education of the Financial HQ radio show. These professionals are occasionally spotlighted as a part of the show. Whatever your financial issue…come to the Headquarters…Financial HQ Radio.Podcasts
09/28/2019 Part 1 - The humble, and not so humble beginnings of diversification
Published: Oct. 1, 2019, 3:07 p.m.Duration: 11 minutes
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09/28/2019 Part 2 - Taking a walk with Diversification through the years
Published: Oct. 1, 2019, 3:05 p.m.Duration: 11 minutes 41 seconds
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09/28/2019 Part 3 - What might encourage you to look for a different advisor?
Published: Oct. 1, 2019, 3:03 p.m.Duration: 11 minutes 41 seconds
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09/28/2019 Part 4 - Looking at Diversification through an alternative lens
Published: Oct. 1, 2019, 3:02 p.m.Duration: 11 minutes 50 seconds
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09/21/2019 Part 1 - Taking the first step towards the Retirement Planning path
Published: Sept. 23, 2019, 2:58 p.m.Duration: 11 minutes
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09/21/2019 Part 2 - Looking at risk tolerance vs risk appetite
Published: Sept. 23, 2019, 2:55 p.m.Duration: 11 minutes 41 seconds
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09/21/2019 Part 3 - Your Retirement Plan's Foundation
Published: Sept. 23, 2019, 2:39 p.m.Duration: 11 minutes 41 seconds
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09/21/2019 Part 4 - We Flat out Love Retirement Planning
Published: Sept. 23, 2019, 2:30 p.m.Duration: 11 minutes 50 seconds
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09/14/2019 Part 1 - Why you might need life insurance inside your portfolio
Published: Sept. 16, 2019, 12:44 p.m.Duration: 11 minutes
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09/14/2019 Part 2 - Which Type of Life Insurance should you choose?
Published: Sept. 16, 2019, 12:43 p.m.Duration: 11 minutes 41 seconds
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09/14/2019 Part 3 - Sifting policy facts out of sales pitches
Published: Sept. 16, 2019, 12:41 p.m.Duration: 11 minutes
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09/14/2019 Part 4 - What to look for in a Life Insurance Audit
Published: Sept. 16, 2019, 12:40 p.m.Duration: 11 minutes 50 seconds
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09/07/2019 Part 1 - Let's sit down and dig in to Long Term Care
Published: Sept. 11, 2019, 1:07 p.m.Duration: 11 minutes
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09/07/2019 Part 2 - Types of Retirees who might need Long Term Care
Published: Sept. 11, 2019, 1:05 p.m.Duration: 11 minutes 41 seconds
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09/07/2019 Part 3 - LTC Insurance's up's and down's
Published: Sept. 11, 2019, 1:04 p.m.Duration: 11 minutes 41 seconds
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09/07/2019 Part 4 - Other options to Long Term Care Insurance
Published: Sept. 11, 2019, 1:02 p.m.Duration: 11 minutes 50 seconds
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08/31/2019 Part 1 - There is a possible retirement crisis poised to strike our Nation
Published: Sept. 3, 2019, 12:37 p.m.Duration: 11 minutes
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08/31/2019 Part 2 - The Good side and bad side to Immediate Annuities
Published: Sept. 3, 2019, 12:36 p.m.Duration: 11 minutes 41 seconds
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08/31/2019 Part 3 - Picking apart the three main Annuity types
Published: Sept. 3, 2019, 12:34 p.m.Duration: 11 minutes 41 seconds
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08/31/2019 Part 4 - Not EVERYBODY loves Annuities
Published: Sept. 3, 2019, 12:32 p.m.Duration: 11 minutes 50 seconds
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08/24/2019 Part 1 - The Investment Triangle and its Parts
Published: Aug. 26, 2019, 12:48 p.m.Duration: 11 minutes
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08/24/2019 Part 2 - Putting your portfolio's liquidity in perspective
Published: Aug. 26, 2019, 12:45 p.m.Duration: 11 minutes 41 seconds
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08/24/2019 Part 3 - Making the Math work inside your portfolio
Published: Aug. 26, 2019, 12:43 p.m.Duration: 11 minutes 41 seconds
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08/24/2019 Part 4 - Finding shelters to weather today's marketplace
Published: Aug. 26, 2019, 12:40 p.m.Duration: 11 minutes 50 seconds
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08/17/2019 Part 1 - A Bird's Eye View of the World of Social Security
Published: Aug. 19, 2019, 12:51 p.m.Duration: 11 minutes
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08/17/2019 Part 2 - Shoring up Social Security's Foundation in your Plan
Published: Aug. 19, 2019, 12:50 p.m.Duration: 11 minutes 41 seconds
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08/17/2019 Part 3 - Getting the Most out of your Social Security Benefits
Published: Aug. 19, 2019, 12:47 p.m.Duration: 11 minutes 41 seconds
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08/17/2019 Part 4 - Taking a stab at the Future for Social Security
Published: Aug. 19, 2019, 12:46 p.m.Duration: 11 minutes 50 seconds
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08/10/2019 Part 1 - Retirement Planning through an old-school lens
Published: Aug. 12, 2019, 12:54 p.m.Duration: 11 minutes
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08/10/2019 Part 2 - Giving your assets a role in your portfolio
Published: Aug. 12, 2019, 12:51 p.m.Duration: 11 minutes 41 seconds
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08/10/2019 Part 3 - How to point your portfolio toward growth
Published: Aug. 12, 2019, 12:48 p.m.Duration: 11 minutes 40 seconds
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08/10/2019 Part 4 - Why you need Flexibility in your Portfolio
Published: Aug. 12, 2019, 12:46 p.m.Duration: 11 minutes 50 seconds
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08/03/2019 Part 1 - An Overall Overview of the Financial Advice Industry
Published: Aug. 8, 2019, 5:09 p.m.Duration: 11 minutes
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08/03/2019 Part 2 - Breaking down the pieces of your financial plan
Published: Aug. 8, 2019, 5:07 p.m.Duration: 11 minutes 41 seconds
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08/03/2019 Part 3 - Connecting your financial planner with your plan
Published: Aug. 8, 2019, 5:04 p.m.Duration: 11 minutes 41 seconds
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08/03/2019 Part 4 - When you might want to consider a new Financial Advisor
Published: Aug. 8, 2019, 5:03 p.m.Duration: 11 minutes 50 seconds
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07/27/2019 Part 1 - Unpacking the world of Indexed Annuities
Published: July 29, 2019, 6:04 p.m.Duration: 11 minutes
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07/27/2019 Part 2 - The Shiny side of Indexed Annuities
Published: July 29, 2019, 6:02 p.m.Duration: 11 minutes 41 seconds
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07/27/2019 Part 3 - The less shiny side to Indexed Annuities
Published: July 29, 2019, 6:01 p.m.Duration: 11 minutes 41 seconds
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07/27/2019 Part 4 - Finding a place for Indexed Annuities in your portfolio
Published: July 29, 2019, 5:58 p.m.Duration: 11 minutes 50 seconds
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07/20/2019 Part 1 - Making Sense of your Retirement Accounts
Published: July 22, 2019, 2:52 p.m.Duration: 11 minutes
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07/20/2019 Part 2 - A Walkthrough of Required Minimum Distributions
Published: July 22, 2019, 2:50 p.m.Duration: 11 minutes 41 seconds
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07/20/2019 Part 3 - Does a Roth 401K Conversion fit your plans?
Published: July 22, 2019, 2:49 p.m.Duration: 11 minutes 41 seconds
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07/20/2019 Part 4 - What are your 401K Options?
Published: July 22, 2019, 2:47 p.m.Duration: 11 minutes 50 seconds
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07/13/2019 Part 2 - Diversification: A Timeline
Published: July 22, 2019, 2:41 p.m.Duration: 11 minutes 41 seconds
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07/13/2019 Part 3 - Seeking out a Different Advisor: What will it take?
Published: July 22, 2019, 2:40 p.m.Duration: 11 minutes 41 seconds
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07/13/2019 Part 4 - Diversification: A different angle
Published: July 22, 2019, 2:38 p.m.Duration: 11 minutes 50 seconds
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07/06/2019 Part 1 - Steps along the path to Retirement Planning
Published: July 8, 2019, 12:59 p.m.Duration: 11 minutes
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07/06/2019 Part 2 - The Different types of risks: Appetite vs Tolerance
Published: July 8, 2019, 12:58 p.m.Duration: 11 minutes 41 seconds
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07/06/2019 Part 3 - The Bedrock of your Retirement Plan
Published: July 8, 2019, 12:54 p.m.Duration: 11 minutes 41 seconds
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07/06/2019 Part 4 - Retirement Planning is what we do and what we love
Published: July 8, 2019, 12:52 p.m.Duration: 11 minutes 50 seconds
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06/29/2019 Part 1 - There could be a need for life insurance in your portfolio
Published: July 8, 2019, 12:48 p.m.Duration: 11 minutes
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06/29/2019 Part 2 - Life Insurance: What type is right for you?
Published: July 8, 2019, 12:47 p.m.Duration: 11 minutes 41 seconds
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06/29/2019 Part 3 - Splitting out sales pitches from policy facts
Published: July 8, 2019, 12:44 p.m.Duration: 11 minutes
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06/29/2019 Part 4 - Digging into the Details on Life Insurance Audits
Published: July 8, 2019, 12:41 p.m.Duration: 11 minutes 50 seconds
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06/22/2019 Part 1 - Taking a Long look at Long Term Care
Published: June 25, 2019, 1:32 p.m.Duration: 11 minutes
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06/22/2019 Part 2 - Who Might need Long Term Care?
Published: June 25, 2019, 1:29 p.m.Duration: 11 minutes 41 seconds
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06/22/2019 Part 3 - The highs and lows of LTC Insurance
Published: June 25, 2019, 1:27 p.m.Duration: 11 minutes 41 seconds
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06/22/2019 Part 4 - Long Term Care Insurance Alternatives
Published: June 25, 2019, 1:24 p.m.Duration: 11 minutes 50 seconds
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06/15/2019 Part 1 - Our Nation's potential Retirement Crisis
Published: June 17, 2019, 2:37 p.m.Duration: 11 minutes
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06/15/2019 Part 2 - Immediate Annuities have pluses and minuses
Published: June 17, 2019, 2:34 p.m.Duration: 11 minutes 41 seconds
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06/15/2019 Part 3 - A deep dive into three types of Annuities
Published: June 17, 2019, 2:33 p.m.Duration: 11 minutes 41 seconds
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06/15/2019 Part 4 - Annuities aren't universally loved
Published: June 17, 2019, 2:31 p.m.Duration: 11 minutes 50 seconds
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06/08/2019 Part 1 - The Three sides to the Investment Triangle
Published: June 12, 2019, 6:55 p.m.Duration: 11 minutes
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06/08/2019 Part 2 - Understanding your Portfolio's Liquidity
Published: June 12, 2019, 6:53 p.m.Duration: 11 minutes 41 seconds
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06/08/2019 Part 3 - Crunching the numbers on your portfolio
Published: June 12, 2019, 6:49 p.m.Duration: 11 minutes 41 seconds
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06/08/2019 Part 4 - Looking for safe harbors in today's stormy marketplace
Published: June 12, 2019, 6:47 p.m.Duration: 11 minutes 50 seconds
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06/01/2019 Part 1 - An overview of the Social Security world
Published: June 3, 2019, 1:01 p.m.Duration: 11 minutes
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06/01/2019 Part 2 - reinforcing social security in your plan
Published: June 3, 2019, 12:59 p.m.Duration: 11 minutes 41 seconds
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06/01/2019 Part 3 -Maximizing what Social Security has to offer you
Published: June 3, 2019, 12:57 p.m.Duration: 11 minutes 41 seconds
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06/01/2019 Part 4 - An educated guess about social security's future
Published: June 3, 2019, 12:56 p.m.Duration: 11 minutes 50 seconds
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05/25/2019 Part 1 - Turning back the clock on retirement planning
Published: May 29, 2019, 8:49 p.m.Duration: 11 minutes
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05/25/2019 Part 2 - Job descriptions for your assets
Published: May 29, 2019, 8:47 p.m.Duration: 11 minutes 41 seconds
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05/25/2019 Part 3 - A track for growth in your portfolio
Published: May 29, 2019, 8:46 p.m.Duration: 11 minutes 40 seconds
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05/25/2019 Part 4 - Flexibility in your portfolio is a must
Published: May 29, 2019, 8:44 p.m.Duration: 11 minutes 50 seconds
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05/18/2019 Part 1 - A 30,000 foot view of the financial advice industry
Published: May 20, 2019, 1:24 p.m.Duration: 11 minutes
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05/18/2019 Part 2 - Looking into the details of your Financial Plan
Published: May 20, 2019, 1:22 p.m.Duration: 11 minutes 41 seconds
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05/18/2019 Part 3 - Fitting your Financial Planner together with your life
Published: May 20, 2019, 1:20 p.m.Duration: 11 minutes 41 seconds
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05/18/2019 Part 4 - Pushing Reboot with a new Financial Advisor
Published: May 20, 2019, 1:18 p.m.Duration: 11 minutes 50 seconds
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05/11/2019 Part 1 - Diving into the world of Indexed Annuities
Published: May 13, 2019, 1:01 p.m.Duration: 11 minutes
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05/11/2019 Part 2 - The awesome side to Indexed Annuities
Published: May 13, 2019, 1 p.m.Duration: 11 minutes 41 seconds
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05/11/2019 Part 3 - The not so awesome side of Indexed Annuities
Published: May 13, 2019, 12:59 p.m.Duration: 11 minutes 41 seconds
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05/11/2019 Part 4 - Positioning Indexed Annuities inside your portfolio
Published: May 13, 2019, 12:57 p.m.Duration: 11 minutes 50 seconds
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05/04/2019 Part 1 - Breaking down your retirement accounts
Published: May 6, 2019, 12:53 p.m.Duration: 11 minutes
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05/04/2019 Part 2 - Understanding Required Minimum Distributions
Published: May 6, 2019, 12:51 p.m.Duration: 11 minutes 41 seconds
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05/04/2019 Part 3 - is a Roth 401K conversion right for you?
Published: May 6, 2019, 12:49 p.m.Duration: 11 minutes 41 seconds
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05/04/2019 Part 4 - The choices facing your 401K
Published: May 6, 2019, 12:42 p.m.Duration: 11 minutes 50 seconds
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04/27/2019 Part 1 - Diversification's diversified Past
Published: April 29, 2019, 12:50 p.m.Duration: 11 minutes
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04/27/2019 Part 2 - Walking through Diversification's Timeline
Published: April 29, 2019, 12:48 p.m.Duration: 11 minutes 41 seconds
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04/27/2019 Part 3 - When should you seek out a different advisor?
Published: April 29, 2019, 12:47 p.m.Duration: 11 minutes 41 seconds
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04/27/2019 Part 4 - Taking an Alternative look at Diversification
Published: April 29, 2019, 12:45 p.m.Duration: 11 minutes 50 seconds
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04/20/2019 Part 1 - The Retirement Planning Signposts
Published: April 22, 2019, 2:28 p.m.Duration: 11 minutes
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04/20/2019 Part 2 - The Difference between Risk Appetite and Risk Tolerance
Published: April 22, 2019, 2:26 p.m.Duration: 11 minutes 41 seconds
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04/20/2019 Part 3 - Foundational pieces for your nest egg
Published: April 22, 2019, 2:21 p.m.Duration: 11 minutes 41 seconds
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04/20/2019 Part 4 - We Love Retirement Planning. Here's Why.
Published: April 22, 2019, 2:19 p.m.Duration: 11 minutes 50 seconds
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04/13/19 Part 1 - Why you might want to look into Life Insurance
Published: April 15, 2019, 5:40 p.m.Duration: 11 minutes
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04/13/19 Part 2 - Picking the right type of life insurance for you
Published: April 15, 2019, 5:39 p.m.Duration: 11 minutes 41 seconds
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04/13/19 Part 3 - Parsing through sales pitches and policy facts
Published: April 15, 2019, 5:35 p.m.Duration: 11 minutes
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04/13/19 Part 4 - A Detailed look at Life Insurance Audits
Published: April 15, 2019, 5:34 p.m.Duration: 11 minutes 50 seconds
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04/06/19 Part 1 - Our nation might be facing a retirement crisis
Published: April 15, 2019, 5:32 p.m.Duration: 11 minutes
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04/06/19 Part 2 - The highs and lows of Immediate Annuities
Published: April 15, 2019, 5:30 p.m.Duration: 11 minutes 41 seconds
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04/06/19 Part 3 - Digging into the three different types of annuities
Published: April 15, 2019, 5:28 p.m.Duration: 11 minutes 41 seconds
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04/06/19 Part 4 - Not everyone loves annuities
Published: April 15, 2019, 5:25 p.m.Duration: 11 minutes 50 seconds
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03/30/2019 Part 1 - The Crisis of Retirement that our nation could face
Published: April 1, 2019, 1:44 p.m.Duration: 11 minutes
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03/30/2019 Part 2 - The Ups and Downs of Immediate Annuities
Published: April 1, 2019, 1:42 p.m.Duration: 11 minutes 41 seconds
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03/30/2019 The Three types of annuities in detail
Published: April 1, 2019, 1:40 p.m.Duration: 11 minutes 41 seconds
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03/30/2019 Part 4 - Not EVERYONE loves annuities
Published: April 1, 2019, 1:37 p.m.Duration: 11 minutes 50 seconds
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03/23/2019 Part 1 - The Investment Triangle and its different sides
Published: March 25, 2019, 1:15 p.m.Duration: 11 minutes
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03/23/2019 Part 2 - The Question Marks to your Portfolio's Liquidity
Published: March 25, 2019, 1:11 p.m.Duration: 11 minutes 41 seconds
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03-23-2019 Part 3 - Doing the risk and growth math on your portfolio
Published: March 25, 2019, 1:08 p.m.Duration: 11 minutes 41 seconds
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03/23/2019 Part 4 - Pockets of Potential Safety in Today's Marketplace
Published: March 25, 2019, 1:06 p.m.Duration: 11 minutes 50 seconds
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03/16/2019 Part 1 - A Simple Walkthrough of Social Security
Published: March 18, 2019, 12:55 p.m.Duration: 11 minutes
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03/16/2019 Part 2 - Shoring up the foundations of Social Security
Published: March 18, 2019, 12:54 p.m.Duration: 11 minutes 41 seconds
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03/16/2019 Part 3 - Getting the most from your social security benefits
Published: March 18, 2019, 12:52 p.m.Duration: 11 minutes 41 seconds
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03/16/2019 Part 4 - Prognosticating what's next for Social Security
Published: March 18, 2019, 12:50 p.m.Duration: 11 minutes 50 seconds
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03/09/2019 Part 1 - Yesteryear's approach to retirement planning
Published: March 12, 2019, 1:27 p.m.Duration: 11 minutes
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03/09/2019 Part 2 - Your Assets and their Jobs
Published: March 12, 2019, 1:20 p.m.Duration: 11 minutes 41 seconds
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03/09/2019 Part 3 - Your Portfolio's Growth Chart
Published: March 12, 2019, 1:13 p.m.Duration: 11 minutes 40 seconds
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03/09/2019 Part 4 - Why You want an agile portfolio
Published: March 12, 2019, 1:10 p.m.Duration: 11 minutes 50 seconds
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03/02/2019 Part 1 - An overall look at the financial advice industry
Published: March 4, 2019, 4:23 p.m.Duration: 11 minutes
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03/02/2019 Part 2 - Analyzing all facets of your financial plan
Published: March 4, 2019, 3:34 p.m.Duration: 11 minutes 41 seconds
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03/02/2019 Part 3 - Your life and Your financial Planner - Is there a fit?
Published: March 4, 2019, 3:31 p.m.Duration: 11 minutes 41 seconds
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03/02/2019 Part 4 - Starting over with a Financial Advisor
Published: March 4, 2019, 3:27 p.m.Duration: 11 minutes 50 seconds
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02/23/2019 Part 1 - Why should you look at Indexed Annuities?
Published: Feb. 25, 2019, 3:57 p.m.Duration: 11 minutes
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02/23/2019 Part 2 - The Plus side when looking at Indexed Annuities
Published: Feb. 25, 2019, 3:55 p.m.Duration: 11 minutes 41 seconds
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02/23/2019 Part 3 - That other side of Indexed Annuities
Published: Feb. 25, 2019, 3:54 p.m.Duration: 11 minutes 41 seconds
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02/23/2019 Part 4 - Finding a place for Indexed Annuities in your portfolio
Published: Feb. 25, 2019, 3:52 p.m.Duration: 11 minutes 50 seconds
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02/16/2019 Part 1 - The Details you need to know about your retirement accounts
Published: Feb. 18, 2019, 4:37 p.m.Duration: 11 minutes
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02/16/2019 Part 2 - An explanation of Required Minimum Distributions
Published: Feb. 18, 2019, 4:33 p.m.Duration: 11 minutes 41 seconds
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02/16/2019 Part 3 - Why you would consider a Roth IRA conversion
Published: Feb. 18, 2019, 4:31 p.m.Duration: 11 minutes 41 seconds
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02/16/2019 Part 4 - Your 401K has choices to make
Published: Feb. 18, 2019, 4:28 p.m.Duration: 11 minutes 50 seconds
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02/09/2019 Part 1 - A look at Diversification over the Decades
Published: Feb. 18, 2019, 4:24 p.m.Duration: 11 minutes
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02/09/2019 Part 2 - step by step through the diversification timeline
Published: Feb. 18, 2019, 4:23 p.m.Duration: 11 minutes 41 seconds
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02/09/2019 Part 3 - What's the time to look for a new advisor?
Published: Feb. 18, 2019, 4:20 p.m.Duration: 11 minutes 41 seconds
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02/09/2019 Part 4 - Another angle to look at Diversification
Published: Feb. 18, 2019, 4:19 p.m.Duration: 11 minutes 50 seconds
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02/02/2019 Part 1 - The various checkpoints to Retirement Planning
Published: Feb. 4, 2019, 3:04 p.m.Duration: 11 minutes
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02/02/2019 Part 2 - Risk Appetite v Risk Tolerance
Published: Feb. 4, 2019, 3:02 p.m.Duration: 11 minutes 41 seconds
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02/02/2019 Part 3 - Nest Egg Foundations
Published: Feb. 4, 2019, 3 p.m.Duration: 11 minutes 41 seconds
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01/26/2019 Part 1 - You might just need Life Insurance
Published: Jan. 28, 2019, 4:52 p.m.Duration: 11 minutes
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01/26/2019 Part 2 - Choosing which type of life insurance fits your need
Published: Jan. 28, 2019, 4:50 p.m.Duration: 11 minutes 41 seconds
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01/26/2019 Part 3 - Splitting Policy Facts away from Sales Pitches
Published: Jan. 28, 2019, 4:35 p.m.Duration: 11 minutes
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01/26/2019 Part 4 - Life Insurance Audit details
Published: Jan. 28, 2019, 4:30 p.m.Duration: 11 minutes 50 seconds
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01/19/2019 Part 1 - A Look at the Nation's potential retirement crisis
Published: Jan. 21, 2019, 6:50 p.m.Duration: 11 minutes
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01/19/2019 Part 2 - The Pluses and Minuses to Immediate Annuities
Published: Jan. 21, 2019, 6:48 p.m.Duration: 11 minutes 41 seconds
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01/19/2019 Part 3 - A deep dive into the three types of annuities
Published: Jan. 21, 2019, 6:47 p.m.Duration: 11 minutes 41 seconds
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01/19/2019 Part 4 - Annuities are not 100% Beloved
Published: Jan. 21, 2019, 6:45 p.m.Duration: 11 minutes 50 seconds
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01/12/2019 Part 1 - Our Nation's Potential Retirement Crisis
Published: Jan. 14, 2019, 3:51 p.m.Duration: 11 minutes
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01/12/2019 Part 2 - The Good and Bad about Immediate Annuities
Published: Jan. 14, 2019, 3:48 p.m.Duration: 11 minutes 41 seconds
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01/12/2019 Part 3 - An in depth look at the three types of annuities
Published: Jan. 14, 2019, 3:46 p.m.Duration: 11 minutes 41 seconds
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01/12/2019 Part 4 - Annuities have their detractors
Published: Jan. 14, 2019, 3:45 p.m.Duration: 11 minutes 50 seconds
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01/06/2019 Part 1 - Each of the Three Legs of the Investment Triangle
Published: Jan. 7, 2019, 7:05 p.m.Duration: 11 minutes
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01/06/2019 Part 2 - Your Portfolio's Liquidity Challenges
Published: Jan. 7, 2019, 7:03 p.m.Duration: 11 minutes 41 seconds
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01/06/2019 Part 3 - Your portfolio's calculations for risk and growth
Published: Jan. 7, 2019, 7:01 p.m.Duration: 11 minutes 41 seconds
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01/06/2019 Part 4 - Safe Havens in Today's Marketplace
Published: Jan. 7, 2019, 6:58 p.m.Duration: 11 minutes 50 seconds
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12/29/2018 Part 1 - Explaining the basics of Social Security
Published: Jan. 2, 2019, 4:29 p.m.Duration: 11 minutes
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12/29/2018 Part 2 - Poking around the bases of Social Security
Published: Jan. 2, 2019, 4:28 p.m.Duration: 11 minutes 41 seconds
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12/29/2018 Part 3 - Maximizing your social security benefits
Published: Jan. 2, 2019, 4:24 p.m.Duration: 11 minutes 41 seconds
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12/29/2018 Part 4 - Looking at the Crystal Ball for the Future of Social Security
Published: Jan. 2, 2019, 4:22 p.m.Duration: 11 minutes 50 seconds
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12/22/2018 Part 1 - An Old School Approach to Retirement Planning
Published: Dec. 26, 2018, 5:15 p.m.Duration: 11 minutes
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12/22/2018 Part 2 - Assigning work to each of your assets
Published: Dec. 26, 2018, 5:11 p.m.Duration: 11 minutes 41 seconds
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12/22/2018 Part 3 - Looking for Growth Opportunities for your Portfolio
Published: Dec. 26, 2018, 5:09 p.m.Duration: 11 minutes 40 seconds
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12/22/2018 Part 4 - The Importance of Flexibility in your Portfolio
Published: Dec. 26, 2018, 5:07 p.m.Duration: 11 minutes 50 seconds
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12/15/2018 Part 1 - An Overview of the financial advice industry
Published: Dec. 20, 2018, 3:26 p.m.Duration: 11 minutes
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12/15/2018 Part 2 - Looking at every part of your financial plan
Published: Dec. 20, 2018, 3:23 p.m.Duration: 11 minutes 41 seconds
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12/15/2018 Part 3 - How does your current financial planner fit your life
Published: Dec. 20, 2018, 3:19 p.m.Duration: 11 minutes 41 seconds
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12/15/2018 Part 4 - Beginning your journey with a financial advisor
Published: Dec. 20, 2018, 3:13 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
12/08/2018 Part 1 - Building a Foundation for Indexed Annuities
Published: Dec. 10, 2018, 1:29 p.m.Duration: 11 minutes
Listed in: Business
12/08/2018 Part 2 - the Positives of Indexed Annuities
Published: Dec. 10, 2018, 1:28 p.m.Duration: 11 minutes 41 seconds
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12/08/2018 Part 3 - The Flip Side to Indexed Annuities
Published: Dec. 10, 2018, 1:27 p.m.Duration: 11 minutes 41 seconds
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12/08/2018 Part 4 - Slotting Indexed Annuities into your portfolio
Published: Dec. 10, 2018, 1:25 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
12/01/2018 Part 1 - An Introduction to the National Christian Foundation
Published: Dec. 4, 2018, 2 a.m.Duration: 11 minutes
Listed in: Business
12/01/2018 Part 2 - How a Donor Advised Fund works
Published: Dec. 4, 2018, 1:57 a.m.Duration: 11 minutes 41 seconds
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12/01/2018 Part 3 - Why you might want to donate appreciated assets
Published: Dec. 4, 2018, 1:54 a.m.Duration: 11 minutes 41 seconds
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12/01/2018 Part 4 - Impacting the Globe with your giving
Published: Dec. 4, 2018, 1:52 a.m.Duration: 11 minutes 50 seconds
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11/24/2018 Part 1 - What you need to understand about your retirement accounts
Published: Nov. 26, 2018, 2:50 p.m.Duration: 11 minutes
Listed in: Business
11/24/2018 Part 2 - Breaking down Required Minimum Distributions
Published: Nov. 26, 2018, 2:48 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/24/2018 Part 3 - Benefits to a Roth IRA conversion
Published: Nov. 26, 2018, 2:02 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/24/2018 Part 4 - Choices to lay in front of your 401K
Published: Nov. 26, 2018, 2 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
11/17/2018 Part 1 - Diversification through the years
Published: Nov. 20, 2018, 3:06 p.m.Duration: 11 minutes
Listed in: Business
11/17/2018 Part 2 - walking through a Diversification Timeline
Published: Nov. 20, 2018, 3:05 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/17/2018 Part 3 - When should you look for a new advisor?
Published: Nov. 20, 2018, 3:04 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/17/2018 Part 4 - Looking at Diversification in a different way
Published: Nov. 20, 2018, 3:02 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
11/10/2018 Part 1 - The Life Cycle of Retirement Planning
Published: Nov. 13, 2018, 4:34 p.m.Duration: 11 minutes
Listed in: Business
11/10/2018 Part 2 - The Difference between risk appetite and risk tolerance
Published: Nov. 13, 2018, 4:33 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/10/2018 Part 3 - Sitting on your nest egg
Published: Nov. 13, 2018, 4:32 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/10/2018 Part 4 - Why we love distribution planning
Published: Nov. 13, 2018, 4:30 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
11/03/2018 Part 1 - The life cycle of retirement planning
Published: Nov. 6, 2018, 1:31 a.m.Duration: 11 minutes
Listed in: Business
11/03/2018 Part 2 - Risk tolerance vs risk appetite
Published: Nov. 6, 2018, 1:29 a.m.Duration: 11 minutes
Listed in: Business
11/03/2018 Part 3 - Constructing your Nest Egg
Published: Nov. 6, 2018, 1:28 a.m.Duration: 11 minutes
Listed in: Business
11/03/2018 Part 4 - The bright side to Distribution Planning
Published: Nov. 6, 2018, 1:25 a.m.Duration: 11 minutes 50 seconds
Listed in: Business
10/27/2018 Part 1 - Market Volatility...Again
Published: Oct. 29, 2018, 1:48 p.m.Duration: 11 minutes
Listed in: Business
10/27/2018 Part 2 - How Your Mind Plays Tricks on You
Published: Oct. 29, 2018, 1:46 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/27/2018 Part 3 - 8 Rules for Surviving a Market Scare
Published: Oct. 29, 2018, 1:44 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/27/2018 Part 4 - It might be time to rethink your retirement income
Published: Oct. 29, 2018, 1:41 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
10/20/2018 Part 1 - Breaking down Long Term Care
Published: Oct. 22, 2018, 4:05 p.m.Duration: 11 minutes
Listed in: Business
10/20/2018 Part 2 - The Person who might need Long Term Care Insurance
Published: Oct. 22, 2018, 4:03 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/20/2018 Part 3 - The Pluses and Minuses to LTC Insurance
Published: Oct. 22, 2018, 4:02 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/20/2018 Part 4 - Alternatives to Traditional LTC
Published: Oct. 22, 2018, 4:01 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
10/13/2018 Part 1 - Our Possible national retirement crisis
Published: Oct. 15, 2018, 2:57 p.m.Duration: 11 minutes
Listed in: Business
10/13/2018 Part 2 - both sides of the immediate annuity argument
Published: Oct. 15, 2018, 2:55 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/13/2018 Part 3 - Breaking down the three types of annuities
Published: Oct. 15, 2018, 2:53 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/13/2018 Part 4 - Not everyone is a fan of Annuities
Published: Oct. 15, 2018, 2:52 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
10/06/2018 Part 1 - Explaining the legs of the Investment Triangle
Published: Oct. 8, 2018, 8:27 p.m.Duration: 11 minutes
Listed in: Business
10/06/2018 Part 2 - the challenges to Liquidity in your portfolio
Published: Oct. 8, 2018, 8:25 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/06/2018 Part 3 - Crunching numbers for your portfolio's growth and risk
Published: Oct. 8, 2018, 8:24 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/06/2018 Part 4 - Today's Marketplace and its safe spots
Published: Oct. 8, 2018, 8:19 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
09/29/2018 Part 1 - Making our start into the world of Social Security
Published: Oct. 1, 2018, 1:18 p.m.Duration: 11 minutes
Listed in: Business
09/29/2018 Part 2 - Testing the foundation of social security
Published: Oct. 1, 2018, 1:16 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/29/2018 Part 3 - How to get the most out of your social security
Published: Oct. 1, 2018, 1:11 p.m.Duration: 11 minutes 41 seconds
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09/29/2018 Part 4 - What to expect from the future of social security
Published: Oct. 1, 2018, 1:10 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
09/22/2018 Part 1 - The 10 Year Anniversary of the Financial Crisis
Published: Sept. 24, 2018, 12:54 p.m.Duration: 11 minutes
Listed in: Business
09/22/2018 Part 2 - The 10 Year Anniversary - Then and Now
Published: Sept. 24, 2018, 12:52 p.m.Duration: 11 minutes 41 seconds
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09/22/2018 Part 3 - The 10 Year Anniversary - Current Events
Published: Sept. 24, 2018, 12:50 p.m.Duration: 11 minutes 41 seconds
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09/22/2018 Part 4 - The 10 Year Anniversary - Stress Testing your Portfolio
Published: Sept. 24, 2018, 12:48 p.m.Duration: 11 minutes 50 seconds
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09/15/2018 Part 1 - Retirement Planning, Old School.
Published: Sept. 17, 2018, 2:56 p.m.Duration: 11 minutes
Listed in: Business
09/15/2018 Part 2 - Giving your assets a job description
Published: Sept. 17, 2018, 2:53 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/15/2018 Part 3 - How to position your portfolio for growth
Published: Sept. 17, 2018, 2:51 p.m.Duration: 11 minutes 40 seconds
Listed in: Business
09/15/2018 Part 4 - Keeping your portfolio nimble
Published: Sept. 17, 2018, 2:50 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
09/08/2018 Part 1 - Breaking down the Financial Advice Industry
Published: Sept. 10, 2018, 1 p.m.Duration: 11 minutes
Listed in: Business
09/08/2018 Part 2 - Evaluating each part of your plan
Published: Sept. 10, 2018, 12:58 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/08/2018 Part 3 - Judging the fit of your current financial professional
Published: Sept. 10, 2018, 12:56 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/08/2018 Part 4 - Taking that first step with a Financial Advisor
Published: Sept. 10, 2018, 12:54 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
09/01/2018 Part 1 - Getting on your Retirement Bicycle
Published: Sept. 4, 2018, 1:39 p.m.Duration: 11 minutes
Listed in: Business
09/01/2018 Part 2 - What kind of Retirement Bike suits you?
Published: Sept. 4, 2018, 1:37 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/01/2018 Part 3 - Bike Accessories for your Retirement Plan
Published: Sept. 4, 2018, 1:35 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/01/2018 Part 4 - Bike and Financial Plan Fundamentals
Published: Sept. 4, 2018, 1:33 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
08/25/2018 Part 1 - The Foundational Aspects of Indexed Annuities
Published: Aug. 27, 2018, 12:51 p.m.Duration: 11 minutes
Listed in: Business
08/25/2018 Part 2 - The Upside of Indexed Annuities
Published: Aug. 27, 2018, 12:49 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/25/2018 Part 3 - the Downside to Indexed Annuities
Published: Aug. 27, 2018, 12:44 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/25/2018 Part 4 - Finding a fit for Indexed Annuities in your Portfolio
Published: Aug. 27, 2018, 12:42 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
08/18/2018 Part 1 - You should understand this about your retirement accounts
Published: Aug. 20, 2018, 12:53 p.m.Duration: 11 minutes
Listed in: Business
08/18/2018 Part 2 - Required Minimum Distribution details
Published: Aug. 20, 2018, 12:51 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/18/2018 Part 3 - The upsides to converting to a Roth IRA
Published: Aug. 20, 2018, 12:49 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/18/2018 Part 4 - Your 401K has choices to make
Published: Aug. 20, 2018, 12:47 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
08/11/2018 Part 1 - Financial Planning Truths
Published: Aug. 13, 2018, 3:02 p.m.Duration: 11 minutes
Listed in: Business
08/11/2018 Part 2 - Building Wealth through Investing: Factors 1 & 2
Published: Aug. 13, 2018, 3:01 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/11/2018 Part 3 - Building Wealth through Investing: Factor #3
Published: Aug. 13, 2018, 2:58 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/11/2018 Part 4 - Financial and life Goals and how to plan for them
Published: Aug. 13, 2018, 2:57 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
08/04/2018 A Rundown of Diversification throughout the years
Published: Aug. 6, 2018, 1:01 p.m.Duration: 11 minutes
Listed in: Business
08/04/2018 Part 2 - The Timeline to Diversification
Published: Aug. 6, 2018, 12:58 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/04/2018 Part 3 - Looking for a New Advisor - When is it time?
Published: Aug. 6, 2018, 12:57 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/04/2018 - Part 4 - Another Path to Diversification
Published: Aug. 6, 2018, 12:56 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
07/28/2018 Part 1 - The Retirement Planning Life Cycle
Published: July 30, 2018, 12:52 p.m.Duration: 11 minutes
Listed in: Business
07/28/2018 Part 2 - How Risk Appetite differs from Risk Tolerance
Published: July 30, 2018, 12:42 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/28/2018 Part 3 - How your Nest gets its Egg
Published: July 30, 2018, 12:39 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/28/2018 Part 4 - Why We Encourage Distribution Planning
Published: July 30, 2018, 12:37 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
07/21/2018 Part 1 - Life Insurance: why you might need it
Published: July 24, 2018, 9:20 p.m.Duration: 11 minutes
Listed in: Business
07/21/2018 Part 2 - Life Insurance types and your choices
Published: July 24, 2018, 9:18 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/21/2018 Part 3 - Sifting Sales pitches from policy facts
Published: July 24, 2018, 9:17 p.m.Duration: 11 minutes
Listed in: Business
07/21/2018 Part 4 - Digging into a Life Insurance Audit
Published: July 24, 2018, 9:15 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
07/14/2018 Part 1 - National Retirement Crisis Spotlight...possibly
Published: July 16, 2018, 12:59 p.m.Duration: 11 minutes
Listed in: Business
07/14/2018 Part 2 - The upside, and downside of immediate annuities
Published: July 16, 2018, 12:58 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/14/2018 Part 3 - Info on the three types of annuities
Published: July 16, 2018, 12:55 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/14/2018 Part 4 - Annuities aren't always the favorite
Published: July 16, 2018, 12:54 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
07/07/2018 Part 1 - A Financial I.Q. Quiz
Published: July 9, 2018, 5:44 p.m.Duration: 11 minutes
Listed in: Business
07/07/2018 Part 2 - Financial I.Q. Quiz - a third grade perspective
Published: July 9, 2018, 5:38 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/07/2018 Part 3 - Financial I.Q. Quiz - Math problems
Published: July 9, 2018, 5:34 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/07/2018 Part 4 - Financial I.Q. Quiz - What Percentage is right for you?
Published: July 9, 2018, 5:25 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
06/30/2018 Part 1 - A Halftime Checkup on your Financial Plan
Published: July 2, 2018, 1:42 p.m.Duration: 11 minutes
Listed in: Business
06/30/2018 Part 2 - Halftime life changes and challenges
Published: July 2, 2018, 1:38 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/30/2018 Part 3 - The Politics and Retirement Halftime Show
Published: July 2, 2018, 1:31 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/30/2018 Part 4 - Finding your tax position for the second half
Published: July 2, 2018, 1:26 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
06/23/2018 Part 1 - The first steps into the world of Social Security
Published: June 25, 2018, 3:54 p.m.Duration: 11 minutes
Listed in: Business
06/23/2018 Part 2 - the Building Blocks of Social Security
Published: June 25, 2018, 3:53 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/23/2018 Part 3 - Steps to max out social security
Published: June 25, 2018, 3:51 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/23/2018 Part 4 - a look at the potential future of social security
Published: June 25, 2018, 3:47 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
06/16/2018 Part 1 - The Details of Long Term Care
Published: June 25, 2018, 3:45 p.m.Duration: 11 minutes
Listed in: Business
06/16/2018 Part 2 - Who Needs Long Term Care Insurance?
Published: June 25, 2018, 3:44 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/16/2018 Part 3 - the upside and downside of LTC insurance
Published: June 25, 2018, 3:42 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/16/2018 Part 4 - Other Options to Traditional LTC
Published: June 25, 2018, 3:36 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
06/09/2018 Part 1 - An Old School Look at retirement Planning
Published: June 11, 2018, 1:01 p.m.Duration: 11 minutes
Listed in: Business
06/08/2018 Part 2 - Assigning jobs for your assets
Published: June 11, 2018, 12:58 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/09/2018 Part 3 - Your Portfolio's growth strategies
Published: June 11, 2018, 12:55 p.m.Duration: 11 minutes 40 seconds
Listed in: Business
06/09/2018 Part 4 - Working on flexibility in your Portfolio
Published: June 11, 2018, 12:53 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
06/02/2018 Part 1 - Each Part of the Investment Triangle
Published: June 8, 2018, 7:15 p.m.Duration: 11 minutes
Listed in: Business
06/02/2018 Part 2 - Liquidity perils for your portfolio
Published: June 8, 2018, 7:12 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/02/2018 Part 3 - Doing the math on your growth and risk numbers
Published: June 8, 2018, 7:11 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/02/2018 Part 4 - Potential safe places in today's marketplace
Published: June 8, 2018, 7:09 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
05/26/2018 Part 1 - Key Details about the Financial Advice Industry
Published: June 8, 2018, 7:04 p.m.Duration: 11 minutes
Listed in: Business
05/26/2018 Part 2 - a step by step evaluation of your plan
Published: June 8, 2018, 7:01 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/26/2018 Part 3 - Taking Stock of Your Current Financial Professional
Published: June 8, 2018, 6:59 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/26/2018 Part 4 - The First Step with a Financial Advisor
Published: June 8, 2018, 6:56 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
05/19/2018 Part 1 - Investment Quotes - Barbara Bush
Published: May 21, 2018, 4:12 p.m.Duration: 11 minutes
Listed in: Business
05/19/2018 Part 2 - Investment Quotes - Warren Buffett
Published: May 21, 2018, 4:09 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/19/2018 Part 3 - Investment Quotes - John Boggle from Vanguard
Published: May 21, 2018, 4:06 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/19/2018 Part 4 - Investment Quotes - Jack Benny
Published: May 21, 2018, 4:04 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
05/12/2018 Part 1 - The Structure of Indexed Annuities
Published: May 14, 2018, 3:07 p.m.Duration: 11 minutes
Listed in: Business
05/12/2018 Part 2 - the awesome parts of Indexed Annuities
Published: May 14, 2018, 3:04 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/12/2018 Part 3 - the less awesome side of Indexed Annuities
Published: May 14, 2018, 3:02 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/12/2018 Part 4 - Slotting Indexed Annuities into your Portfolio
Published: May 14, 2018, 3 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
05/05/2018 Part 1 - How Diversification has changed over the years
Published: May 7, 2018, 2:28 p.m.Duration: 11 minutes
Listed in: Business
05/05/2018 Part 2 - Why Diversification needs a timetable
Published: May 7, 2018, 2:26 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/05/2018 Part 3 - When Should you start looking for a new Advisor?
Published: May 7, 2018, 2:24 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/05/2018 Part 4 - Diversification's Alternative Path
Published: May 7, 2018, 2:17 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
04/28/2018 Part 1 - Investment Quotes - Barbara Bush
Published: April 30, 2018, 1:56 p.m.Duration: 11 minutes
Listed in: Business
04/21/2018 Part 1 - Walking through the retirement planning life cycle
Published: April 24, 2018, 1:56 p.m.Duration: 11 minutes
Listed in: Business
04/21/2018 Part 2 - The Difference between risk tolerance and risk appetite
Published: April 24, 2018, 1:50 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
04/21/2018 Part 3 - Your nest egg and its sources of income
Published: April 24, 2018, 1:47 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
04/21/2018 Part 4 - The Purpose behind distribution planning
Published: April 24, 2018, 1:42 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
04/14/2018 Part 1 - What you should know about your retirement accounts
Published: April 16, 2018, 3:26 p.m.Duration: 11 minutes
Listed in: Business
04/14/2018 Part 2 - Breaking down Required Minimum Distributions
Published: April 16, 2018, 3:24 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
04/14/2018 Part 3 - Potential Positives from a Roth IRA conversion
Published: April 16, 2018, 3:19 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
04/14/2018 Part 4 - Making good choices with your 401K
Published: April 16, 2018, 3:17 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
04/07/2018 Part 1 - Shedding light on a possible national retirement crisis
Published: April 9, 2018, 3:07 p.m.Duration: 11 minutes
Listed in: Business
04/07/2018 Part 2 - The Pluses and Minuses of immediate annuities
Published: April 9, 2018, 3:06 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
04/07/2018 Part 3 - the 411 on variable, fixed and indexed annuities
Published: April 9, 2018, 3:04 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
04/07/2018 Part 4 - Annuities aren't everyone's favorite option
Published: April 9, 2018, 3 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
03/31/2018 Part 1 - Why you should have Life Insurance
Published: April 2, 2018, 2:19 p.m.Duration: 11 minutes
Listed in: Business
03/31/2018 Part 2 - Choosing between types of Life Insurance
Published: April 2, 2018, 2:18 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
03/31/2018/ Part 3 - Policy Facts vs Sales Pitches
Published: April 2, 2018, 2:16 p.m.Duration: 11 minutes
Listed in: Business
03/31/2018 Part 4 - Under the Microscope of a Life Insurance Audit
Published: April 2, 2018, 2:14 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
03/24/2018 Part 1 - Steps you can take to get the most out of Social Security
Published: April 2, 2018, 1:17 p.m.Duration: 11 minutes
Listed in: Business
03/24/2018 Part 2 - Foundational Elements of Social Security
Published: April 2, 2018, 1:16 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
03/24/2018 Part 3 - a look at maximizing social security
Published: April 2, 2018, 1:14 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
03/24/2018 Part 4 - What Social Security could look like in the future
Published: April 2, 2018, 1:12 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
03/17/2018 Part 1 - 30th Anniversary Show : Matt Eilers with Coaching and Consulting
Published: March 19, 2018, 7:43 p.m.Duration: 11 minutes
Listed in: Business
03/17/2018 Part 2 - 30th Anniversary Show : Kevin Roskam of Portformulas
Published: March 19, 2018, 7:42 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
03/17/2018 Part 3 - 30th Anniversary Show : Eric Gritter, CFA
Published: March 19, 2018, 7:40 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
03/17/2018 - Part 4 - 30th Anniversary Show : Rob Wrona in Case Design
Published: March 19, 2018, 7:39 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
03/10/2018 Part 1 - Old School Retirement Planning
Published: March 19, 2018, 7:24 p.m.Duration: 11 minutes
Listed in: Business
03/10/2018 Part 2 - Giving your assets some responsibilities
Published: March 19, 2018, 7:23 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
03/10/2018 Part 3 - The Proper Path for your Portfolio's Growth
Published: March 19, 2018, 7:21 p.m.Duration: 11 minutes 40 seconds
Listed in: Business
03/10/2018 Part 4 - Keeping your portfolio nimble and guarded
Published: March 19, 2018, 7:19 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
03/03/2018 Part 1 - An Explanation of Long Term Care
Published: March 6, 2018, 3:59 p.m.Duration: 11 minutes
Listed in: Business
03/03/2018 Part 2 - Do You Need Long Term Care Insurance?
Published: March 6, 2018, 3:57 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
03/03/2018 Part 3 - The pluses and minuses to Traditional LTC insurance
Published: March 6, 2018, 3:56 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
03/03/2018 Part 4 - Is there an Alternative to Traditional LTC?
Published: March 6, 2018, 3:54 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
02/24/2018 Part 1 - The Investment Triangle's individual legs
Published: Feb. 26, 2018, 2:24 p.m.Duration: 11 minutes
Listed in: Business
02/24/2018 Part 2 - The challenges to your portfolio liquidity
Published: Feb. 26, 2018, 2:17 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
02/24/2018 Part 3 - Your risk number vs your growth
Published: Feb. 26, 2018, 2:12 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
02/24/2018 Part 4 - Bastions of safety in today's marketplace
Published: Feb. 26, 2018, 2:10 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
02/17/2018 Part 1 - Why you want to partner with the RIGHT financial planner
Published: Feb. 19, 2018, 4:07 p.m.Duration: 11 minutes
Listed in: Business
02/17/2018 Part 2 - The first pieces of potentially awful pieces of financial advice
Published: Feb. 19, 2018, 3:59 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
02/17/2018 Part 3 - More Potentially awful pieces of financial advice
Published: Feb. 19, 2018, 3:53 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
02/17/2018 Part 4 - Wrapping up potentially awful pieces of financial advice
Published: Feb. 19, 2018, 3:48 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
02/10/2018 Part 1 - Market Volatility...Again
Published: Feb. 12, 2018, 2:19 p.m.Duration: 11 minutes
Listed in: Business
02/10/2018 Part 2 - How Your Mind Plays Tricks on You
Published: Feb. 12, 2018, 2:16 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
02/10/2018 Part 3 - 8 Rules for Surviving a Market Scare
Published: Feb. 12, 2018, 2:14 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
02/10/2018 Part 4 - It might be time to rethink your retirement income
Published: Feb. 12, 2018, 2:11 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
02/03/2018 Part 1 - Simple Financial Planning Truths
Published: Feb. 5, 2018, 3:48 p.m.Duration: 11 minutes
Listed in: Business
02/03/2018 Part 2 - The first two factors to building wealth through investing
Published: Feb. 5, 2018, 3:43 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
02/03/2018 Part 3 - The Third factor to building wealth through investing
Published: Feb. 5, 2018, 3:36 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
02/03/2018 Part 4 - Making a Plan for financial and life goals
Published: Feb. 5, 2018, 3:30 p.m.Duration: 11 minutes
Listed in: Business
01/27/2018 Part 1 - What you need to know about the financial advice industry
Published: Jan. 29, 2018, 2:06 p.m.Duration: 11 minutes
Listed in: Business
01/27/2018 Part 2 - Steps to properly evaluate your plan
Published: Jan. 29, 2018, 2:04 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
01/27/2018 Part 3 - Having a look at your current financial professional
Published: Jan. 29, 2018, 2 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
01/27/2018 Part 4 - How to get started with a financial advisor
Published: Jan. 29, 2018, 1:56 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
01/20/2018 Part 1 - The Foundation of Indexed Annuities
Published: Jan. 22, 2018, 7:42 p.m.Duration: 11 minutes
Listed in: Business
01/20/2018 Part 2 - Indexed Annuities - The good
Published: Jan. 22, 2018, 7:40 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
01/20/2018 Part 3 - Indexed Annuities - the not so good
Published: Jan. 22, 2018, 7:37 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
01/20/2018 Part 4 - Finding Indexed Annuities a place in your portfolio
Published: Jan. 22, 2018, 7:33 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
01/13/2018 Part 1 - IRA Tips & Tricks
Published: Jan. 15, 2018, 1:41 p.m.Duration: 11 minutes
Listed in: Business
01/13/2018 Part 2 - IRA Tips & Tricks 2
Published: Jan. 15, 2018, 1:38 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
01/13/2018 Part 3 - IRA Tips & Tricks 3
Published: Jan. 15, 2018, 1:36 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
01/13/2018 Part 4 - IRA Tips & Tricks 4
Published: Jan. 15, 2018, 1:33 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
01/06/2018 Part 1 - the changes to diversification over the years
Published: Jan. 8, 2018, 3:41 p.m.Duration: 11 minutes
Listed in: Business
01/06/2018 Part 2 - Why you want to time out diversification
Published: Jan. 8, 2018, 3:37 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
01/06/2018 Part 3 - The right time to start looking for a different advisor
Published: Jan. 8, 2018, 3:34 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
01/06/2018 Part 4 - Another way to look at Diversification
Published: Jan. 8, 2018, 3:29 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
12/30/2017 Part 1 - the Life cycle of retirement planning
Published: Jan. 8, 2018, 3:21 p.m.Duration: 11 minutes
Listed in: Business
12/30/2017 Part 2 - Risk Tolerance vs. Risk Appetite
Published: Jan. 8, 2018, 3:18 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
12/30/2017 Part 3 - The four income sources of your nest egg
Published: Jan. 8, 2018, 2:02 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
12/30/2017 Part 4 - Distribution Planning's purpose
Published: Jan. 8, 2018, 2 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
12/23/2017 Part 1 - Change is upon us: what the tax reform bill means to you
Published: Dec. 29, 2017, 4:40 p.m.Duration: 11 minutes
Listed in: Business
12/23/2017 Part 2 - Overview of how the tax law has changed
Published: Dec. 29, 2017, 4:39 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
12/23/2017 Part 3 - Should you make changes before the end of 2017?
Published: Dec. 29, 2017, 4:37 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
12/23/2017 Part 4 - What the new bill means to your mortgage
Published: Dec. 29, 2017, 4:35 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
12/16/2017 Part 1 - Lies and half truths of the financial industry
Published: Dec. 18, 2017, 8:15 p.m.Duration: 11 minutes
Listed in: Business
12/16/2017 Part 2 - Lies and half truths of the financial industry - I can shop everything
Published: Dec. 18, 2017, 8:13 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
12/16/2017 Part 3 - Lies and half truths of the financial industry - how advisors are compensated
Published: Dec. 18, 2017, 8:07 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
12/16/2017 Part 4 - Lies and half truths of the financial industry - I don't lose money
Published: Dec. 18, 2017, 8:02 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
12/09/2017 Part 1 - Savvy Investor Tips: the IRA
Published: Dec. 11, 2017, 5:12 p.m.Duration: 11 minutes
Listed in: Business
12/09/2017 Part 2 - More IRA Tips: Roth IRA Conversions
Published: Dec. 11, 2017, 5:11 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
12/09/2017 Part 3: More IRA Tips: Required Minimum Distributions
Published: Dec. 11, 2017, 5:08 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
12/09/2017 Part 4: More IRA Tips: Spousal Rollover
Published: Dec. 11, 2017, 4:58 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
12/02/2017 Part 1 - An Introduction to the National Christian Foundation
Published: Dec. 6, 2017, 9:14 p.m.Duration: 11 minutes
Listed in: Business
12/02/2017 Part 2 - How a Donor Advised Fund works
Published: Dec. 6, 2017, 9:12 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
12/02/2017 Part 3 - The plus to donating appreciated assets
Published: Dec. 6, 2017, 9:10 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
12/02/2017 Part 4 - Taking Part in a Global Outreach
Published: Dec. 6, 2017, 9:05 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
11/18/2017 Part 1 - Steps to maximize your social security benefit
Published: Nov. 20, 2017, 2:41 p.m.Duration: 11 minutes
Listed in: Business
11/18/2017 Part 2 - The building blocks of social security
Published: Nov. 20, 2017, 2:36 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/18/2017 Part 3 - How to get the most out of social security
Published: Nov. 20, 2017, 2:34 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/18/2017 Part 4 - The possible future of social security
Published: Nov. 20, 2017, 2:32 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
11/11/2017 Part 1 - Important Information on Retirement Accounts
Published: Nov. 15, 2017, 9:48 p.m.Duration: 11 minutes
Listed in: Business
11/11/2017 Part 2 - The Details on Required Minimum Distributions
Published: Nov. 15, 2017, 9:45 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/11/2017 Part 3 - What you could gain from a Roth IRA Conversion
Published: Nov. 15, 2017, 9:42 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/11/2017 Part 4 - What to avoid with your 401K
Published: Nov. 15, 2017, 9:33 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
11/04/2017 Part 1 - A look at the proposed GOP tax plan
Published: Nov. 6, 2017, 4:55 p.m.Duration: 11 minutes
Listed in: Business
11/04/2017 Part 2 - Redefining tax brackets in the proposed GOP Plan
Published: Nov. 6, 2017, 4:50 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/04/2017 Part 3 - Changes to deductions and breaks in the Possible GOP Tax plan
Published: Nov. 6, 2017, 4:44 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
11/04/2017 Part 4 - How the possible GOP Tax plan could affect your individual plan
Published: Nov. 6, 2017, 4:37 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
10/28/2017 Part 1 - The traditional retirement planning process
Published: Nov. 6, 2017, 4:17 p.m.Duration: 11 minutes
Listed in: Business
10/28/2017 Part 2 - Putting your assets to work
Published: Nov. 6, 2017, 4:06 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/28/2017 Part 3 - The Proper Portfolio Growth Path
Published: Nov. 6, 2017, 4 p.m.Duration: 11 minutes 40 seconds
Listed in: Business
10/28/2017 Part 4 - Flexibility and protection for your portfolio
Published: Nov. 6, 2017, 3:56 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
10/21/2017 Part 1 - Why Life Insurance?
Published: Nov. 6, 2017, 3:50 p.m.Duration: 11 minutes
Listed in: Business
10/21/2017 Part 2 - How to choose your type of Life Insurance
Published: Nov. 6, 2017, 3:45 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/21/2017 Part 3 - Sales Pitch, or Policy Facts?
Published: Nov. 6, 2017, 3:41 p.m.Duration: 11 minutes
Listed in: Business
10/21/2017 Part 4 - What to Watch for in a Life Insurance Audit
Published: Nov. 6, 2017, 3:38 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
10/14/2017 Part 1 - A spotlight on our nation's possible retirement crisis
Published: Oct. 16, 2017, 2:33 p.m.Duration: 11 minutes
Listed in: Business
10/14/2017 Part 2 - The ups and downs of immediate annuities
Published: Oct. 16, 2017, 2:30 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/14/2017 Part 3 - The details on variable, fixed and indexed annuities
Published: Oct. 16, 2017, 2:28 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/14/2017 Part 4 - Reasons why people might not like annuities
Published: Oct. 16, 2017, 2:27 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
10/07/2017 Part 1 - Each leg of the Investment triangle
Published: Oct. 12, 2017, 8:41 p.m.Duration: 11 minutes
Listed in: Business
10/07/2017 Part 2 - Your portfolio's liquidity issues
Published: Oct. 12, 2017, 8:39 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/07/2017 Part 3 - Your growth battles your risk number
Published: Oct. 12, 2017, 8:34 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
10/07/2017 Part 4 - Today's marketplace and pockets of safety
Published: Oct. 12, 2017, 8:32 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
09/30/2017 Part 1 - Helping the Hurricane Relief Efforts
Published: Oct. 2, 2017, 4:45 p.m.Duration: 11 minutes
Listed in: Business
09/30/2017 Part 2 - What the Equifax Data Breach can teach you about your cyber security
Published: Oct. 2, 2017, 4:43 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/30/2017 Part 3 - How the proposed Tax Legislation could affect you
Published: Oct. 2, 2017, 4:41 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/30/2017 Part 4 - The possible tax law's potential effect on businesses and your portfolio
Published: Oct. 2, 2017, 4:09 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
09/23/2017 Part 1 - Retirement Planning's Life Cycle
Published: Sept. 25, 2017, 5:55 p.m.Duration: 11 minutes
Listed in: Business
09/23/2017 Part 2 - The Difference Between Risk Tolerance and Risk Appetite
Published: Sept. 25, 2017, 5:52 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/23/2017 Part 3 - Splitting your Nest Egg into Four Income Sources
Published: Sept. 25, 2017, 5:50 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/23/2017 Part 4 - Distribution Planning and its Purpose
Published: Sept. 25, 2017, 5:47 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
09/16/2017 Part 1 - Let's Take a Look at Indexed Annuities
Published: Sept. 21, 2017, 7:04 p.m.Duration: 11 minutes
Listed in: Business
09/16/2017 Part 2 - The Good Side of Indexed Annuities
Published: Sept. 21, 2017, 7:01 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/16/2017 Part 3 - The other side of Indexed Annuities
Published: Sept. 21, 2017, 6:59 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/16/2017 Part 4 - How to fit Indexed Annuities inside your Portfolio
Published: Sept. 21, 2017, 6:56 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
09/09/2017 Part 1 - How Diversification has changed over the years
Published: Sept. 11, 2017, 1:34 p.m.Duration: 11 minutes
Listed in: Business
09/09/2017 Part 2 - The Timing and purpose of diversification
Published: Sept. 11, 2017, 1:32 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/09/2017 part 3 - When to start looking for a different advisor
Published: Sept. 11, 2017, 1:29 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/09/2017 Part 4 - An Alternative look at Diversification
Published: Sept. 11, 2017, 1:26 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
09/02/2017 Part 1 - Points to know about the financial advice industry
Published: Sept. 5, 2017, 1:53 p.m.Duration: 11 minutes
Listed in: Business
09/02/2017 Part 2 - A list of questions for your plan
Published: Sept. 5, 2017, 1:43 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/02/2017 Part 3 - Evaluating your current Financial Professional
Published: Sept. 5, 2017, 1:27 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
09/02/2017 Part 4 - Where to begin with a Financial Advisor
Published: Sept. 5, 2017, 1:24 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
08/26/2017 Part 1 - What to know about retirement accounts
Published: Aug. 28, 2017, 1:18 p.m.Duration: 11 minutes
Listed in: Business
08/26/2017 Part 2 - Understanding required minimum distributions
Published: Aug. 28, 2017, 1:15 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/26/2017 Part 3 - The potential benefits to a Roth IRA conversion
Published: Aug. 28, 2017, 1:12 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/26/2017 Part 4 - What you want to stay away from with your 401K
Published: Aug. 28, 2017, 1:10 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
08/19/2017 Part 1 - Explaining long term care
Published: Aug. 21, 2017, 3:44 p.m.Duration: 11 minutes
Listed in: Business
08/19/2017 Part 2 - What types of people need Long Term Care insurance?
Published: Aug. 21, 2017, 3:42 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/19/2017 Part 3 - The positives and negatives of traditional LTC insurance
Published: Aug. 21, 2017, 3:41 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/19/2017 Part 4 - The Hybrid alternative to Traditional LTC
Published: Aug. 21, 2017, 3:39 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
08/12/2017 Part 1 - The Process to get the most out of Social Security
Published: Aug. 17, 2017, 4:11 p.m.Duration: 11 minutes
Listed in: Business
08/12/2017 Part 2 - The Foundation of Social Security
Published: Aug. 17, 2017, 4:05 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/12/2017 Part 3 - Maximizing your Social Security benefits
Published: Aug. 17, 2017, 3:59 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/12/2017 Part 4 - Potential Future Changes to Social Security
Published: Aug. 17, 2017, 3:52 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
08/05/2017 Part 1 - Retirement Planning, Old School
Published: Aug. 7, 2017, 3:17 p.m.Duration: 11 minutes
Listed in: Business
08/05/2017 Part 2 - Assigning jobs to your assets
Published: Aug. 7, 2017, 3:15 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
08/05/2017 Part 3 - Setting your Portfolio on track for growth
Published: Aug. 7, 2017, 3:11 p.m.Duration: 11 minutes 40 seconds
Listed in: Business
08/05/2017 Part 4 - giving your portfolio protection and flexibility
Published: Aug. 7, 2017, 3:07 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
07/29/2017 Part 1 - Why no one can accurately predict the future stock market
Published: July 31, 2017, 1:44 p.m.Duration: 11 minutes
Listed in: Business
07/29/2017 Part 2 - Investing with trends instead of feelings
Published: July 31, 2017, 1:37 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/29/2017 - Part 3 - Risk Tolerance and your Risk Score
Published: July 31, 2017, 1:31 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/29/2017 Part 4 - The Minivan Risk Number versus The Corvette Risk Number
Published: July 31, 2017, 1:25 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
07/22/2017 Part 1 - The death of the stockbroker industry
Published: July 24, 2017, 1:22 p.m.Duration: 11 minutes
Listed in: Business
07/22/2017 Part 2 - How much trouble is Social Security in?
Published: July 24, 2017, 1:18 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/22/2017 Part 3 - What the Wooly mammoth has to do with retirement
Published: July 24, 2017, 1:15 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/22/2017 Part 4 - GOP Tax reform and its effect on your retirement savings
Published: July 24, 2017, 1:11 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
07/15/2017 Part 1 - The retirement crisis looking this nation in the eyes
Published: July 17, 2017, 1:30 p.m.Duration: 11 minutes
Listed in: Business
07/15/2017 Part 2 - Immediate Annuities: what's good, and what's not so good
Published: July 17, 2017, 1:22 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/15/2017 Part 3 - Understanding Variable, Fixed and Indexed Annuities
Published: July 17, 2017, 1:17 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/15/2017 Part 4 - Reasons why not everyone is in love with annuities
Published: July 17, 2017, 1:11 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
07/08/2017 Part 1 - The three sides of the investment triangle
Published: July 10, 2017, 1:33 p.m.Duration: 11 minutes
Listed in: Business
07/08/2017 Part 2 - Potential liquidity challenges in your portfolio
Published: July 10, 2017, 1:27 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/08/2017 Part 4 - Where to find Safety in Today's Marketplace
Published: July 10, 2017, 1:15 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
07/08/2017 Part 3 - Your risk number versus your growth wishes
Published: July 10, 2017, 1:15 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/01/2017 Part 1 - Famed investor Jim Rogers predicts crash…again
Published: July 3, 2017, 1:20 p.m.Duration: 11 minutes
Listed in: Business
07/01/2017 Part 2 - Tony Robbins: what a market correction could mean to you
Published: July 3, 2017, 1:16 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/01/2017 Part 3 - Why Mark Cuban thinks “buy and hold” is a crock
Published: July 3, 2017, 1:13 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
07/01/2017 Part 4 - Diversification – is it all it’s cracked up to be?
Published: July 3, 2017, 1:11 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
06/24/2017 Part 1 - Understanding why some people may need Life Insurance
Published: June 26, 2017, 1:40 p.m.Duration: 11 minutes
Listed in: Business
06/24/2017 Part 2 - Picking between the two basic types of Life Insurance
Published: June 26, 2017, 1:38 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/24/2017 Part 3 - Separating the Sales Pitch from the policy facts
Published: June 26, 2017, 1:36 p.m.Duration: 11 minutes
Listed in: Business
06/24/17 Part 4 - Keep your eyes open for this in a life insurance audit
Published: June 26, 2017, 1:34 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
06/17/2017 Part 1 - The life cycle of retirement planning
Published: June 19, 2017, 2:47 p.m.Duration: 11 minutes
Listed in: Business
06/17/2017 Part 2 - Risk tolerance vs. risk appetite
Published: June 19, 2017, 2:44 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/17/2017 Part 3 - Four ways to take income from your retirement nest egg
Published: June 19, 2017, 2:43 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/17/2017 Part 4 - What is purpose-driven distribution planning?
Published: June 19, 2017, 2:40 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
06/10/2017 Part 1 - A Brief look at Indexed Annuities
Published: June 13, 2017, 2:51 p.m.Duration: 11 minutes
Listed in: Business
06/10/2017 Part 2 - What’s Good about Indexed Annuities
Published: June 13, 2017, 2:46 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/10/2017 Part 3 - What’s Not so Good about Indexed Annuities
Published: June 13, 2017, 2:43 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/10/2017 Part 4 - Where do Indexed Annuities fit in Your Portfolios?
Published: June 13, 2017, 2:41 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
06/03/2017 Part 1 - The direction of today’s interest rates
Published: June 5, 2017, 2:57 p.m.Duration: 11 minutes
Listed in: Business
06/03/2017 Part 2 - A temperature check on the stock market
Published: June 5, 2017, 2:55 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/03/2017 Part 3 - Bill Gates’ advice to recent graduates
Published: June 5, 2017, 2:52 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
06/03/2017 Part 4 - Advantages and Concerns for college grads
Published: June 5, 2017, 2:48 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
05/27/2017 Part 1 - The basics about retirement accounts
Published: May 30, 2017, 12:37 p.m.Duration: 11 minutes
Listed in: Business
05/27/2017 Part 2 - What you should know about Required Minimum Distributions
Published: May 30, 2017, 12:32 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/27/2017 Part 3 - The power of the Roth IRA conversion
Published: May 30, 2017, 12:29 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/27/2017 Part 4 - What to avoid with your 401(k)
Published: May 30, 2017, 12:24 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
05/20/2017 Part 1 - The irony of an upcoming movie and major change in the financial industry
Published: May 22, 2017, 1:39 p.m.Duration: 11 minutes
Listed in: Business
05/20/2017 Part 2 - Why asset location may be more important than asset allocation
Published: May 22, 2017, 1:35 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/20/2017 Part 3 - A financial planning lesson from Pablo Picasso
Published: May 22, 2017, 1:32 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/20/2017 Part 4 - A Social Security maximization strategy that is still available
Published: May 22, 2017, 1:30 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
05/06/2017 Part 1 - Getting the most from Social Security starts here
Published: May 8, 2017, 1:15 p.m.Duration: 11 minutes
Listed in: Business
05/06/2017 Part 2 - The basics everyone should know about Social Security
Published: May 8, 2017, 1:13 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/06/2017 Part 3 - Simple steps to maximize your Social Security benefits
Published: May 8, 2017, 1:08 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
05/06/2017 Part 4 - How Social Security may change in the future
Published: May 8, 2017, 1 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
04/29/2017 Part 1 - Interesting happenings from Q1
Published: May 1, 2017, 1:36 p.m.Duration: 11 minutes
Listed in: Business
04/29/2017 Part 2 - Figuring out the limitations of your financial advisor
Published: May 1, 2017, 1:33 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
04/29/2017 Part 3 - Four critical questions to ask your advisor
Published: May 1, 2017, 1:30 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
04/29/2017 Part 4 - Trump tax plan proposal – what it means
Published: May 1, 2017, 1:27 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
04/22/2017 Part 1 - Tax Planning season lasts all year around
Published: April 24, 2017, 1:39 p.m.Duration: 11 minutes
Listed in: Business
04/22/2017 Part 2 - Choices you can make to change your tax bill next year
Published: April 24, 2017, 1:36 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
04/22/2017 Part 3 - The Retirement income literacy quiz
Published: April 24, 2017, 1:32 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
04/22/2017 Part 4 - Learning more about your retirement income literacy
Published: April 24, 2017, 1:27 p.m.Duration: 11 minutes 50 seconds
Listed in: Business
04/15/2017 Part 1 - The Evolution of Diversification
Published: April 24, 2017, 1:21 p.m.Duration: 11 minutes
Listed in: Business