Mind Body and Soul 03-25-2010




Mind, Body and Soul Show show

Summary: Interview with Phil Fragasso-Investment Adviser, Author and president of iPension Llc about safe investing. For most of us it is challenging to listen to and trust financial experts these days. When I was in finance the number one reason underwriters would reject loans was financial mismanagement. Our financial industry has gone through that at the highest levels in the last few years so you may say; "what a double standard". I asked Phil about it on the the show why this has happened?-his response was greed! Phil has a dedication and obligation to educate people about their financial choices and to show them why the traditional approach to investing is flawed. He has your needs at heart not some sales person at a financial institution putting you into a financial product because that will yield him the highest commission for himself at the end of the day. Phil also teaches several investing topics at the Boston Center for Adult Education and "Leadership and Ethics" at the Boston College. I smiled with joy when we talked about his commitment and the obligation he feels to educate. There is nothing more important right now for all of us to do then to personally make a difference by educating ourselves. Get our economy moving again and make good on our financial mistakes by putting it backinto balance which includes myself. We talked about his books and motivation for writing them; "Your Nest Egg Game Plan"-How to Get Your Finances Back on Track and Create a Lifetime Income Stream and "Marketing for Rain Makers"-52 Rules of Engagement to Attract and Retain Customers for Life. What is the single biggest message I got out of speaking with Phil?-you got to have a financial plan even if you have recently lost everything in our financial meltdown regardless of your age. http://hardworkingmoney.com/