The Financial Procast

We had a couple of thin topics to start off today's episode but not to worry…the last two topics carried us and we had plenty to say about those things. It seems talking about 401k's and picking on government officials is always good fodder. Be sure you tune in to the bit on Roth IRA ... Keep Reading

We had a couple of thin topics to start off today's episode but not to worry...the last two topics carried us and we had plenty to say about those things. It seems talking about 401k's and picking on government officials is always good fodder. Be sure you tune in to the bit on Roth IRA rollovers from 401k's as that may very well pertain to some of you and for your convenience I've timestamped the whole thing so you can skip around. And I know I mentioned this last week but... It's been a while since we've done a "Q&A" type show and we would love to do a couple this year, so if you have questions that you'd like us to tackle, please comment on this post or use our contact form. Send us your burning questions and we will do our best to address them all in an upcoming episode. We've gotten a couple of questions so far and we thank those of you who have submitted those but keep them coming in so that we can have a couple of information packed episodes. We really enjoy doing this when we feel that we are providing value to our audience. In the 153rd episode of the Financial Procast, here's what we're talking about: Bill Gross says the market is ready for a fall (03:16) Barron's is prognosticating (14:17) 401k turns into a large Roth IRA(26:59) Jack Lew, Treasury Secretary, is part of the middle class? (47:43) 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.  

Well, here's the first episode of the Financial Procast for 2015. The show has now managed to span three calendar years and we are grateful that you choose to spend some time with us each week. It's been a while since we've done a “Q&A” type show and we would love to do a couple ... Keep Reading

Well, here's the first episode of the Financial Procast for 2015. The show has now managed to span three calendar years and we are grateful that you choose to spend some time with us each week. It's been a while since we've done a "Q&A" type show and we would love to do a couple this year, so if you have questions that you'd like us to tackle, please comment on this post or use our contact form. Send us your burning questions and we will do our best to address them all in an upcoming episode. Here's what we're talking about today: 2015 Could be a boom year for two types of annuities (03:12) Colleges insure the future earning power of students (21:28) Who the real luxury buyers are (35:21) If you bought oil or gold recently...ouch (45:09) 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.  

Well, it looks like we've survived another year…both literally and figuratively. This is our last episode of the Financial Procast for 2014 and we would like to sincerely thank all of your who listen regularly, occasionally or even just for a few minutes here and there. No doubt we are humbled that anyone listens to ... Keep Reading

Well, it looks like we've survived another year...both literally and figuratively. This is our last episode of the Financial Procast for 2014 and we would like to sincerely thank all of your who listen regularly, occasionally or even just for a few minutes here and there. No doubt we are humbled that anyone listens to us at all. We will not be releasing a show on Christmas Day as we decided that we would take that week off and figured most of you would like to take a little time off as well. Here's to 2015!     And here is what we're ranting about in episode 151: Lockheed in trouble over their 401k (03:08) NYDFS Superintendent wants to crack down on tax deductions (16:10) Financial pundits really do just make things up (25:33) Tis the season to make charitable donations (35:18) 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 we're sharing our Christmas cheer with all of our listeners–you should all be excited. Along with our healthy dose of holiday spirit there's also a somewhat harsh reality check coming for all those who love to spend, spend, spend during this time of year. But it's not all about admonishing you not to ... Keep Reading

Today we're sharing our Christmas cheer with all of our listeners--you should all be excited. Along with our healthy dose of holiday spirit there's also a somewhat harsh reality check coming for all those who love to spend, spend, spend during this time of year. But it's not all about admonishing you not to spend yourself into oblivion at the expense of your future. No, today we've also got a story from Mark Cuban's most recent 8 year, $20 million battle with the SEC that should keep you entertained.     And for those of you who like to read the original stories that we are discussing and love the timestamps, both are provided below...enjoy: Life Insurance Premium is looking up (02:22) Public pensions are falling short (13:28) Middle Class Worth Less Today than in 1969 (32:57) Mark Cuban Hates the SEC (46:01)   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.    

As you've probably already guessed, at least one of things up for discussion today has to do with the renewed vigor of the mortgage lending market. But not to worry, it's not all about poking fun at so-called “responsible borrowing”. No…we have a few other topics of interest as well.   Here's a full list ... Keep Reading

As you've probably already guessed, at least one of things up for discussion today has to do with the renewed vigor of the mortgage lending market. But not to worry, it's not all about poking fun at so-called "responsible borrowing". No...we have a few other topics of interest as well. Here's a full list of the topics we're discussing on today's Financial Procast along with the timestamps so you can skip around to those that interest you most. How to Max Your Retirement Accounts in 2015 (3:32) The Return of Home Equity (23:44) Life Expectancy and Financial Planning (33:19) Health Savings Accounts Are the New "Normal" (45:29)   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.    

  I guess we should've called this our “Thanksgiving Special” since we've decided to take the week off from producing an episode of the Financial Procast. So, here you go, it's our Thanksgiving Special–filled with joy of course (sarcasm light is blinking). Today's episode may not be filled with all the joy of a Thanksgiving ... Keep Reading

I guess we should've called this our "Thanksgiving Special" since we've decided to take the week off from producing an episode of the Financial Procast. So, here you go, it's our Thanksgiving Special--filled with joy of course (sarcasm light is blinking). Today's episode may not be filled with all the joy of a Thanksgiving Day celebration with your favorite family members but I can assure you that this episode is not lacking turkeys. In the financial services industry, we've turkeys a plenty.   Here are the stories we're talking about in today's procast: PIMCO paid Bill Gross a $290 million bonus in 2013 (03:21) Financial misconduct  is a global problem (18:17) The most complicated retirement planning strategy ever (29:24) Ditch the annuity for dividend paying stocks? (44:02)   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.

Every now and then when we're compiling things that we'd like to discuss in an episode of the Financial Procast, we find 3 or 4 topics for discussion that have absolutely no relation at all to one another. If you've never experienced this phenomenon, you're in luck today! Listen closely, comment freely and let us ... Keep Reading

Every now and then when we're compiling things that we'd like to discuss in an episode of the Financial Procast, we find 3 or 4 topics for discussion that have absolutely no relation at all to one another. If you've never experienced this phenomenon, you're in luck today! Listen closely, comment freely and let us know what you think. One thing I know you're going to walk away with is more knowledge about all four of the following than you ever though possible. Here are the stories we reference in today's episode: New IRS Rules for IRA rollovers (2:55) Rating Agencies Downgrade Genworth over LTCi business (13:37) Actively managed mutual funds may not be so bad (36:23) The $9 billion Woman (48:14)   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.

Well, you'll find it a big relief to know that my office was clear of dead rodents this week so our sound quality should be back to an acceptable quality. Here's what we are talking about today:   Seems Some Millennials Can't Save Enough for Retirement (04:27) Is the 4% Rule Finally Dead? (16:15) LIMRA: ... Keep Reading