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:
To those in our audience who have reached out to us and let us know more of what you’d like for us to discuss on the Finanical Procast, we thank you. And for those of you that have not let us know what you’d like to hear us discuss, please don’t hesitate to do so, ... Keep Reading
Here is the lineup for today's show: Hate Your Boss? You're Not Alone. (02:49) Investment Firms Advertise Like Fiduciaries (16:50) Financial Services Companies Late to the Social Media Party (35:06) Index Fund Investors More Intelligent? (49:40) As you can probably tell by now, we are more than capable of talking about things that WE are ... Keep Reading
We're back after taking a little break last week but not to worry…we've made up for it with this week's episode. Here's what we're discussing about today: Elite Credit Card Holders Are a Fraud Target (03:06) Foreclosures Stalled by Pesky Laws (14:00) Investment Advisory Fees on the Rise (31:18) The Quiet Company™ Makes a Purchase (46:25) As you can ... Keep Reading
You're probably wondering, “what's with the crazy title?” Well, one of us getting married in a few months and is getting quite the education on weddings and I say “miscellaneous” costs that tag along for the ride. But don't fret, if that's of little interest to you, we've got plenty more to discuss Here's the ... Keep Reading
Sometimes after we record the Financial Procast I realize that though we've discussed three or four separate topics with no apparent connection, a common thread emerges that ties them all together. Today's episode is one of those moments. What is the obsession with “objective” financial advice? What does that even mean? And…more importantly, just because ... Keep Reading
Despite it being a bit of a slow week in the world of financial news, we managed to find a few nuggets that hopefully you'll find interesting. Today we are talking about President Obama's proposed budget for 2016…well not really. But we are discussing some of his proposed changes to how IRA's are taxed–both in ... Keep Reading
No today's episode of the Financial Procast is not really sponsored by Apple, but if you listen closely you'll get the joke. All I can say is thank goodness for the amazing battery life of my Macbook Pro Retina. We were able to record this hour long podcast with me only having about 25% of the ... Keep Reading
In episode 158 we were truly given the gift of awesome topics to discuss and we even get to reference some commentary from one of our favorite economists/financial commentators, Robert Shiller. Today we're discussing what Dr. Shiller thinks investors can expect in regard to asset returns moving forward, the rise of “roboadvisers” (and their insane ... Keep Reading
Well, we're back after I was gone on a little vacation last week. I know that many of regular listeners were shocked that we didn't release an episode last week as it is customary for us to do so even when one of us is away. Alas, life happened and we weren't able to record ... Keep Reading
Well, today's episode takes us back to our normal format where we scoured the interwebs looking for stories that we think would interest our community and that we could pontificate on for more than a minute or two. Oddly enough we ended up with two stories that illustrate what we think is vast governmental overreach ... Keep Reading
Well, today's episode takes us back to our normal format where we scoured the interwebs looking for stories that we think would interest our community and that we could pontificate on for more than a minute or two. Oddly enough we ended up with two stories that illustrate what we think is vast governmental overreach into your wallet and into the financial services industry. Enjoy. Here is the lineup for episode 156 with the timestamps you all adore: 529 Plans Under Government Attack (02:57) AICPA Proposes New "Rules" for Retirement Withdrawals (19:10) Your Financial Woes are All in Your Head (33:25) DOL Imposes its Will on How Financial Advisers are Compensated (48:13) Right now, we're compiling questions for a "Q&A" show. As a matter of fact, we'd like to have two such shows this year. As you can probably tell by now, we are more than capable of talking about things that WE are interested in but we'd much prefer to talk about things that will really help those in our audience. That being said, if you have a question, comment or suggestion--please reach out to us, we are open and willing to entertain discussion on just about anything in the world of finance.
Today's episode is all about taxes. Now, we normally talk about taxes as the April 15th deadline approaches, however, with all the buzz concerning the President's latest proposed changes that could ultimately change tax law, we felt obliged to talk about taxes today. So, we don't have a neatly organized show for you today. Instead, ... Keep Reading
Today's episode is all about taxes. Now, we normally talk about taxes as the April 15th deadline approaches, however, with all the buzz concerning the President's latest proposed changes that could ultimately change tax law, we felt obliged to talk about taxes today. So, we don't have a neatly organized show for you today. Instead, it's more of a free flowing rant about the proposed changes and what we think about them. Please know that we do not approach this issue from a political angle as we don't see it as an Us vs. Them sort of issue. We are much more pragmatic in our approach to viewing tax issues and we look for the "how much is this gonna cost us" point-of-view. As you can probably tell by now, we are more than capable of talking about things that WE are interested in but we'd much prefer to talk about things that will really help those in our audience. That being said, if you have a question, comment or suggestion--please reach out to us, we are open and willing to entertain discussion on just about anything in the world of finance.
A new variable universal life insurance lawsuit was filed in California Superior Court back in October of 2014 alleging Breach of Fiduciary Duty, Fraud, Professional Negligence, and Unjust Enrichment. Defendants listed in the lawsuit include Larson Financial Group, Larson Financial Securities, John Hancock Life, and Nationwide Life and Annuity. The complaint tells an interesting story ... Keep Reading
A new variable universal life insurance lawsuit was filed in California Superior Court back in October of 2014 alleging Breach of Fiduciary Duty, Fraud, Professional Negligence, and Unjust Enrichment. Defendants listed in the lawsuit include Larson Fin...
