The Financial Procast
Summary: Our idea is to provide another avenue that we can add more value to our community and to cover more ground than we’re often able to do in a text-based blog post. The Insurance Pro Blog was originally launched in the summer of 2011 as a way to debunk myths and false teachings offered by much of the financial press as it relates to life insurance. Our goal with the Financial Procast is to add on to the conversation regarding all things life insurance, annuities, and finance but also to open up our conversation to other financial related topics. In writing articles or blog posts, sometimes it can be difficult to help you connect all the dots. What do we mean? Well…an article or post is typically limited to an isolated topic, just because nobody wants to read a whole book every time they visit our site. But our hope with the podcast is that we can take some of the concepts we discuss and tie them in to “real life” scenarios that will help paint a clearer picture to our audience. Our sincere hope is that you will listen regularly, make suggestions, and send us your questions. We are open to discussing any topic related to personal finance and welcome our audience to participate in the discussion. Your comments and questions will help us cover what’s most relevant and interesting to you, so please email us to give us feedback!
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- Artist: Brandon Roberts & Brantley Whitley
- Copyright: TheInsuranceProBlog.com and SalusAgency.com
Podcasts:
(Complete Show Notes Below) In the 38th episode of the Financial Procast: Coaching Clients on Retirement Income Planning a Problem for Advisors It seems that 40% of financial advisors surveyed are having difficulty with talking to their clients about retirement income planning. We wondered…why is it so hard. Well, for one thing the financial services ... Keep Reading
(Complete Show Notes Below) In the 37th episode of the Financial Procast: Your 401k Statement Might Soon Tell You What Sort of Income Your Balance will Produce That's right…a recent statement from the Department of Labor announced an advance notice of a proposed rule change that signaled they are considering a rule that might require ... Keep Reading
(Complete Show Notes Below) In the 36th episode of the Financial Procast: We Answer Questions from Our Listeners Instead of the normal podcast where we'd discuss a myriad of topics from the financial world, we've decided to break the mold a bit and devote an entire episode to answering questions we've received from our listeners/readers. ... Keep Reading
(Complete Show Notes Below) In the 35th episode of the Financial Procast: We Discuss the PBS Frontline Special “The Retirement Gamble” If you haven't seen this short special/documentary, here's a short preview and a link below the preview that will take you directly to the Frontline page on the PBS website where you can watch ... Keep Reading
(Complete Show Notes Below) In the 34th episode of the Financial Procast: Private Equity Found a Shiny New Investment Strategy Yes it appears that some players in private equity have taken quite a shine to life insurers. In the last few years Goldman Sachs, Harbinger and the Apollo Group have purchased U.S. based life insurance ... Keep Reading
(Complete Show Notes Below) In the 33rd episode of the Financial Procast: Could IRA Caps Be a Boom for the Life Insurance Industry? According to recent reports there is a policy initiative being floated by the Obama administration to limit the amount of money anyone can defer from taxes within their IRA. Yeah, that's right…POTUS ... Keep Reading
(Complete Show Notes Below) In the 32nd episode of the Financial Procast: Stockton, California Shifts the Paradigm for Muni Bond Safety You may have heard that Stockton, California has filed for bankruptcy protection in the last couple of weeks. What you probably haven't heard much about is the battle that's taking place in regard to ... Keep Reading
(Complete Show Notes Below) In the 31st episode of the Financial Procast: Home Equity Loans are Making a Comeback Minute 2:26 According to recent piece over at MarketWatch it seems some old behavior has come back again. Yep, that's right…people are once again borrowing against the equity in their homes to buy stocks, investment real ... Keep Reading
(Complete Show Notes Below) In the 30th episode of the Financial Procast: Prudential Says Bankers Should Be Jealous In a stunning statement to a group of bankers in Boston, Mark Grier, vice chairman at Prudential said, “We're getting more than 2 percentage points of fees from the assets that are part of our annuity business. ... Keep Reading
(Complete Show Notes Below) In the 28th episode of the Financial Procast: Looks like Ally Bank needs an ally The Fed performed its most recent round of “stress tests” for the largest banks in America. You know, the ones that are supposedly “too big to fail”. Anyway, it seems that 17 of the 18 ... Keep Reading
(Complete Show Notes Below) In the 27th episode of the Financial Procast: It's Tax Season Once Again After Brandon invokes the Time, Place, and Manner clause of the U.S. Constitution, we talk taxes. Yeah, April 15th, the most dreaded day of the year for those that have to write checks to the IRS. But ... Keep Reading
(Complete Show Notes Below) In this 26th episode of the Financial Procast: Estate Planning-It's Not Just for Rich People When's the last time you reviewed your beneficiary designations on your life insurance policy(s), retirement accounts (IRA's, 401k's, etc.) and your will/trust/medical directives? If you're anything like most of us, you’ve probably not re-visited your ... Keep Reading
(Complete Show Notes Below) In this 25th episode of the Financial Procast: We've Got a Problem with the 401k I'm sure that all of our readers/listeners will get a huge shock from hearing/reading this statement. In previous episodes, we've sort of tip-toed around our dislike of the 401k. Today we just come out and ... Keep Reading
(Complete Show Notes Below) In this action packed episode of the Financial Procast: No Money Down, No Problem–no money down mortgages make a comeback! Remember all those really awesome mortgages you could get just a few short years ago? In case you've already forgotten the ingeniuous array of products that the mortgage indsustry ... Keep Reading
