The Financial Procast

Well, today we're back to our format of discussing a few different topics that we found interesting from the past week in the world of finance. I guess I should also mention that I had some technical difficulties today so the quality of our recording is a bit off of our high standard but hopefully ... Keep Reading

In today's episode of the Financial Procast, we take a deep dive into why it is that universal life insurance is such a hated product by so many in our industry. This is a single topic episode as we had to record this episode a bit early due to travel. We'll be back soon with ... Keep Reading

Here's what we're talking about today: Accredited investor gets redefined  (05:30) Congressman says “Not so fast  FINRA”  (15:30) Swiss banker arrested for helping Americans hide money  (34:39) Auto finance industry the next bubble? and New study says most can't afford a used car  (47:17)   As you can probably tell by now, we are more than ... Keep Reading

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

Well, it's been a few weeks now since we've switched back to our original show format. For those who are new, that means we're recording a weekly episode that runs about an hour. This was requested by some in our audience and we aim to please. However, we would like to hear from more of ... Keep Reading

If you've ever been in a position where you were responsible for creating content for a website, blog, newsletter, podcast, radio show or video, then you know how much of a struggle it can be to sometimes to find interesting subject matter to discuss. Particularly when you've been at it for a little over three years ... Keep Reading

This is our second week of publishing the Financial Procast after going back to our original format of discussing various issues that have come in the world of finance. We sincerely hope that those in our community are enjoying listening to the episodes as much as we enjoy putting them together for you. Now, onto today's show: ... Keep Reading

And so begins the 3rd year of the Financial Procast… Our listeners have told us that they would really like for us to get back to our “roots”. That is to say, we wax poetically about three or four financial related news stories and share our unique brand of commentary. If you've never heard us ... Keep Reading

In this episode of the Financial Pro Cast we take a step back and discuss life insurance as it relates to the rest of the financial world.  It's not the only option, and it's not always the best option.  And anyone who suggests that you either absolutely should or should not own anything is probably ... Keep Reading

Remember, information contained within the Financial Pro Cast and these show notes is intended for entertainment purposes only. Before acting on any topics discussed within this episode one should consult the advice of their tax, legal, and/or investment advisor The market has been making a comeback after reaching new highs a few weeks ago and ... Keep Reading

There seems to be an eternal debate that persists regarding whole life insurance and universal life insurance. Agents, insurance companies and some consumers that sit on either site of the argument will swear that one is definitely better than the other. In our experience, most whole life insurance hacks will point at poorly designed universal ... Keep Reading

I'm sure that the title of today's financial procast will cause some of you to wonder if we've just completely lost it. Well, there's certainly an argument for that, however, we just figured that we would agree with all the people out there that actually believe that statement. It's true…fees are better than commissions. At ... Keep Reading

Retirement income planning is indeed one of those topics that we've discussed on a few different occasions or probably more than just a few actually. But it's one of those topics that has a great deal of nuance. There are really two main schools of thought when it comes to retirement income planning. One has ... Keep Reading

Today we are talking about a very important aspect of insurance underwriting. So as everyone quits listening at that point…no seriously hang in there to the very end and we'll reveal something super secret! No really, there's no big secret but we promise to make this an interesting episode. This is one of those topics ... Keep Reading

Didn't we just talk about the Dow broke 17,000 for the first time? Yes we did. Since then the average has fallen and come back just a bit. As of this very moment, its sitting at 16,651. But honestly do we think the market is headed back up and will keep moving up? Or will ... Keep Reading