The Investor Advocates

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"A pull-no-punches, straight-forward financial program that cuts through the hype and keeps you ahead of the curve!"

There are many people out there who need help, and we are here for them. We want to shed light on the good and bad aspects of the financial services industry. Hopefully, our listeners will find themselves more informed and better prepared to achieve financial success.

Air Date Segment Topic Description
3/11/2015 Retirement Planning
(15:33)
How much do you really need to retire?
Retirement Planning
(11:52)
We discuss all the ins and outs of retirement planning.
Retirement Planning
(12:09)
Cont.
Retirement Planning
(11:14)
Cont.
3/4/2015 Financial Pitfalls
(15:54)
Pitfalls and mistakes that people make on their road to financial success.
Financial Pitfalls
(11:02)
Cont.
Financial Pitfalls
(12:32)
Cont.
Financial Pitfalls
(11:24)
Cont.
2/25/2015 The Tax Code
(15:25)
Jason and I talk about our tax code and our problems with it.
Todd Karlin
(11:46)
Todd Karlin, CPA with Karlin and Long, LLC, discusses tax issues for 2015.
Todd Karlin
(12:28)
Cont.
Todd Karlin
(11:12)
Cont.
2/18/2015 Market Update
(15:26)
Another update on oil and the moves in the stock market.
Mark Logan
(11:27)
We discuss estate planning with Mark Logan, attorney at Logan and Jenkins, LLC.
Mark Logan
(12:09)
Cont.
Mark Logan
(11:51)
Cont.
01/21/2015 SOTU
(15:40)
The State of the Union Address and what it means for the investor.
SOTU
(12:05)
Cont.
SOTU
(11:50)
Cont.
SOTU
(11:12)
Cont.
01/14/2015 Wealth Transfer
(15:20)
The baby boomer generation and the large wealth transfer that will take place over the next 30 years.
Wealth Transfer
(12:20)
Cont.
Wealth Transfer
(12:04)
Cont.
Wealth Transfer
(11:01)
Cont.
01/07/2015 Market Update
(16:00)
Oil and the “overreaction” ... How have we started the new year?
Market Update
(11:43)
Cont.
Market Update
(12:44)
Obamacare and how it affects your portfolio
Estate Planning
(10:16)
Ideas to help you get your estate in order
12/31/2014 2014 Review
(16:16)
Oil, gas prices, etc.
2014 Review
(11:12)
Market summaries
2015 Preview
(12:33)
Our thoughts about what to expect in 2015.
2015 Preview
(10:40)
Cont.
12/17/2014 The Oil Crises
(15:47)
What does the drop in the price of oil mean to you and your finances?
The Oil Crises
(11:36)
Cont.
401K’s
(12:27)
What do individuals need to do to take full advantage of their 401(k)?
Government Spending
(10:55)
$18 trillion in national debt and the ridiculous spending that got us here.
12/10/2014 Year End Preparation
(15:46)
Getting all your ducks in a row before the end of the year.
Year End Preparation
(11:45)
Cont.
Year End Preparation
(12:31)
Cont.
Year End Preparation
(10:42)
Cont.
12/03/2014 OPEC and Oil
(15:25)
We discuss the chiefs, OPEC and oil in this first segment.
OPEC and Oil
(12:20)
More on OPEC and oil and the problems with Social Security.
More Randomness
(11:34)
401(k)s and asset allocation
Diversification
(11:23)
Are you really diversified?
11/26/2014 Thank You!
(15:12)%our portfolio?
National Debt
(12:31)
More on the national debt and what it is doing to our country.
National Debt
(11:39)
Continued
National Debt
(11:24)
Continued
11/12/2014 401K's
(15:33)
What is the fiduciary responsibility of a 401(k) Plan Provider?
401K's
(11:37)
How to protect yourself ... for both the plan provider and the participant.
Obamacare
(12:20)
The finances of Obamacare and what it means for America.
   
10/08/2014 Royals
(14:33)
Royals—Sorry, but we are in the ALCS, so the first segment is all Royals today!
Obamacare
(12:33)
The good and the bad.
Pensions
(12:51)
How to maximize your pension benefits.
Money
(10:49)
How our society discusses “money” and why we are failing ourselves and our children.
10/08/2014 Royals
(14:33)
Royals—Sorry, but we are in the ALCS, so the first segment is all Royals today!
Obamacare
(12:33)
The good and the bad.
Pensions
(12:51)
How to maximize your pension benefits.
Money
(10:49)
How our society discusses “money” and why we are failing ourselves and our children.
09/29/2014 Investments
(16:20)
Investments vehicles you could end up regretting.
Investments
(11:15)
Red flags to look for when talking with an investment “professional.”
Investments
(11:21)
The Glass Steagall Act and what it means for today’s investor.
Investments
(11:11)
Continued
08/13/2014 Current Events
(14:46)
Market update
Jim Vogel
(11:48)
We talk with Jim Vogel from The Vogel Team with Reece and Nichols Realty about the local and national real estate market.
Jim Vogel
(12:47)
Continued
Jim Vogel
(11:13)
Continued
08/06/2014 Back-2-School
(15:06)
Deadlines, FAFSA, 529s ... we talk about everything involving your children and their education.
Back-2-School
(12:43)
Continued
Back-2-School
(11:27)
Continued
Back-2-School
(11:16)
Continued
07/30/2014 GDP announcement
(15:39)
What does the announcement about the 2nd quarter GDP mean for your portfolio?
The FED
(12:01)
We take yet another look at what is wrong with all the FED's monetary easing.
National Debt
(11:02)
A detailed discussion of the perils of our national debt.
Financial Services Industry
(12:02)
An insider's look at the trends in the financial services industry and what it means for the consumer.
07/23/2014 Earnings Season
(15:11)
We are in the middle of earnings season. What does that mean for your portfolio?
Taxes & Spending
(11:58)
A new "tax" by the TSA and more government spending.
Finances and Divorce
(12:11)
How to make the best of a difficult situation ... financially speaking.
Real estate
(11:39)
How and when to buy a house.
07/16/2014 FED's recent moves
(15:17)
Yellen and the tapering of the easing ... what does it all mean in the long run?
Ridiculous government spending
(12:02)
Funny and ridiculous government spending. This is YOUR money they are spending!!!
IRA Rollovers
(12:02)
How to complete a rollover correctly to avoid unnecessary taxes and penalties.
IRA Rollovers
(11:27)
If you are over 59, you can probably roll your money out of your retirement plan, even if you are still working. Find out how.
06/25/2014 Current Events
(14:39)
Soccer? Baseball? ... and a little about the economy.
Growth vs. Value
(12:20)
You should have both types of investing in your portfolio. We discuss the differences and similarities.
Diversification
(11:50)
How to create a well-diversified portfolio.
IRA-BDA
(11:59)
Rule changes regarding IRA-BDAs ... they are no longer exempt from bankruptcy collections.
06/18/2014 The FED and Tapering
(15:15)
The FED is tapering the easing ... What does that mean for your portfolio?
National Debt
(12:31)
More on the national debt and what it is doing to our country.
National Debt
(11:39)
Continued
National Debt
(11:24)
Continued
06/11/2014 Current Events
(14:43)
Update on the markets and government waste.
Wealth Transfer
(11:54)
How to manage wealth transfer.
Wealth Transfer
(12:13)
Continued
Who are the Wealthy
(12:02)
How to become the millionaire next door.
06/04/2014 Financial Advisor vs. Financial Salesperson
(14:40)
How to avoid being taken advantage of in the financial services industry. Who can you trust and what questions so you need to ask your financial professional.
Financial Advisor vs. Financial Salesperson
(12:16)
Continued
Financial Advisor vs. Financial Salesperson
(13:27)
Continued
Financial Questions
(11:57)
What question you should be asking your financial professional at your next meeting.
05/28/2014 Current Events
(15:05)
Obamacare update and discussion.
Risk Management
(11:03)
It's very important, but also a little boring ... we will try to make it more exciting.
Risk Management
(13:07)
Continued
Risk Management
(11:32)
Continued
05/21/2014 Current Events
(12:39)
Market update and summary.
401k's
(12:30)
As a participant, what do you need to know about your 401(k)?
401k's
(13:12)
As a business owner, how do you fix your 401(k)?
401k's
(9:39)
What should your advisor be doing for you as a provider and as a participant?
05/14/2014 Current Events
(15:45)
The FED continues easing creating artificial demand of US Govt. Bonds Segment 2—Current Events—More from the Federal Reserve.
Current Events
(10:41)
A quick history of market corrections and how the FED is trying to control the markets.
Advice vs. Entertainment
(12:36)
Some secrets about the Financial Services industry and the 'so called' experts.
Politics and Money
(11:40)
Political risk is here to stay.
04/30/2014 Estate Planning
(15:05)
Estate attorney Mark Logan—Mark Logan with law firm Logan and Jenkins is our guest and we learn all about estate planning.
Estate Planning
(11:03)
Estate Attorney Mark Logan - Cont.
Estate Planning
(13:07)
Estate Attorney Mark Logan - Cont.
Estate Planning
(11:32)
Estate Attorney Mark Logan - Cont.
04/23/2014 Retirement Distributions
(15:21)
How to take money out of a portfolio wisely. What will be the impact of taxes?
Retirement Distributions
(11:23)
Continued
Retirement Distributions
(11:51)
Continued
Retirement Distributions
(11:41)
Continued
04/16/2014 Market Update
(14:28)
Current events in the markets and a discussion about market volatility.
Market Corrections
(12:09)
A quick history of market corrections and how the FED is trying to control the markets.
Time to Talk?
(12:36)
If you haven’t talked to your financial advisor recently, now is the time. Start by asking the question, “How do you get paid?”
Spending Wisely?
(11:50)
We discuss how to spend your money wisely, no matter what stage in the financial planning process you are in.
03/19/2014 2015 Budget Proposal
(18:04)
How could the president’s 2015 budget change your personal investments, including your IRA and Roth IRA.
2015 Budget Proposal
(12:02)
Continued
Bull Market
(11:35)
How long might this one last?
Inflation
(11:28)
A brief explanation of inflation and the eventual devaluation of the dollar.
03/12/2014 Deficits and Debt
(16:23)
Yes, it’s another show about debt ... because as Americans, we LOVE DEBT.
Deficits and Debt
(13:39)
Continued
State Pensions
(12:51)
State Pensions are dramatically underfunded, what impact could this have on you in the future.
Govt. Spending
(10:27)
More ridiculous government spending examples.
02/12/2014 2015 Baby Boomers
(15:13)
What affect with this generation have on the economy. The changing demographics will have an effect on several aspects of the market, make sure you and your portfolio are prepared.
Baby Boomers
(12:44)
Continued
Baby Boomers
(12:58)
Continued
Baby Boomers
(11:27)
Continued
01/29/2014 State of the Union
(14:38)
We discuss the state of the union and the “real” state of the US economy.
State of the Union
(12:24)
Continued
State of the Union
(13:06)
MYRA, the presidents savings account for those without a 401k ... interesting, we talk about what we feel is really going on here.
Income Inequality
(12:15)
The statistics prove it is a real issue in America, but what do we do about it.
01/22/2014 Taxes and Investments
(14:17)
Different investment vehicles can provide tax benefits, but could cost you some liquidity. We discuss the differences and benefits of each.
Taxes and Investments
(12:30)
Continued
Federal Reserve
(13:19)
What does all this "tapering" of the easing talk really mean for the market and the economy.
Taxes and Investments
(12:22)
More tax code changes for 2014, specifically for the wealthy.
01/15/2014 Current Events
(11:53)
The "Tapering" of the Easing ... what does it mean and when will it start.
Growth vs. Value
(12:58)
Should you be a growth investor moving forward, or is Value where you want to be?
Fiduciary Mistakes
(12:58)
We discuss the Top 10 mistakes made by qualified plan fiduciaries.
11/27/2013 Todd Burk with Capstone
(15:23)
We have Todd Burk from Capstone Insurance Agency, and independent property and casualty insurance agency, to discuss homeowners and auto insurance.
Todd Burk with Capstone
(12:55)
Continued
Todd Burk with Capstone
(12:22)
Continued
THANK YOU!!!
(11:37)
We take a moment to offer our many thanks to all those who have made our show possible.
11/20/2013 Solutions Show
(15:27)
We provide potential solutions to the problems our country and economy face, including the national debt, deficit ELIMINATION, Social Security, and many more.
Solutions Show
(12:28)
We walk through the entire financial planning process and help you avoid making some of the most common mistakes along the way.
Solutions Show
(12:13)
Continued
Solutions Show
(12:13)
Continued
11/13/2013 Current Events
(14:47)
Where are the markets headed as we begin the last two months of the year?
Obamacare Update
(12:27)
Will your current health coverage be dropped? The president has told us all “no”, but that isn’t always the case.
Obamacare cont.
(12:37)
Who DOESN’T have to buy health insurance? You might be interested to find out who.
Energy Revolution
(12:25)
Is an Energy revolution around the corner for the US economy, and will it be enough to save us from our debt?
10/30/2013 Current Events
(15:27)
More problems for Obamacare ... This is really surprising considering how efficiently the government is with EVERYTHING else they do for us. (Note: watch out for sarcasm)
The Financial Planning Process
(12:37)
We walk through the entire financial planning process and help you avoid making some of the most common mistakes along the way.
The Financial Planning Process
(11:40)
Continued
The Financial Planning Process
(12:45)
Continued
10/23/2013 Current Events
(14:22)
The debt ceiling and government shutdown have been resolved, but The Affordable Care Act is turning into a nightmare.
Common Investing Mistakes
(13:15)
Lack of an Investment Policy Statement and Lack for follow up by investment professionals can be a big mistake many investors and professionals make.
Common Investing Mistakes
(11:16)
Failing to diversify and making investment decisions based on emotion instead of factual data can really hurt your returns over the long run.
Common Investing Mistakes
(11:58)
Is the Financial Media helping or hurting you in the long run? Our advice is to ignore most of the financial media our there.
10/16/2013 Kicking the can
(14:20)
Down the road it goes ... the debt ceiling has been raised and the debt has been kicked down the road again.
GOVERNMENT is the problem
(12:04)
Do you like a good old fashioned RANT, we tune in to listen to our rant about the government's many problems.
10/09/2013 Debt, Debt, Debt, Debt...
(15:01)
Our government just loves debt, when will it end, if ever?
Debt, Debt, Debt, Debt...
(11:51)
How much of our national debt are YOU responsible for?
Debt, Debt, Debt, Debt...
(12:12)
A history lesson, our nations historical relationship with debt.
Debt, Debt, Debt, Debt...
(11:39)
How much debt do we really have? When you include unfunded liabilities (which is basically the definition of debt) the number is actually much larger than the 17 trillion dollars the government actually admits to owing.
10/02/2013 Government Shutdown!
(14:58)
How will the government shutdown effect your finances? It probably won't.
Government Shutdown!
(13:06)
It's all about Obamacare!!! ... Actually, no. It's not.
09/25/2013 Current Events
(14:30)
The Fed's decision NOT to begin the tapering of QE.
Current Events
(13:08)
Obamacare is about to get underway, are you ready?
Current Events
(12:34)
The debt ceiling debate and our current National Debt ... it is a SPENDING problem folks, but when will our politicians realize that they are the problem?
Solutions Corner
(12:10)
Just a few of our solutions that we would we propose to resolve the problems with our economy.
09/18/2013 Fed Policy Meeting
(15:14)
Will the Fed taper Quantitative Easing (QE)?
Risk Assessment
(12:24)
How to assess your risk tolerance when planning for your financial future.
Growth vs. Value
(11:59)
Which type of investing is "best" in the current economy, growth or value? Or do you need both in a balance portfolio?
401K's
(12:52)
Year end 401K review for fiduciaries ... now is the time to start your review.
09/11/2013 Common Financial Planning Mistakes
(14:46)
Will Syria have an impact on the markets? What is going on with our national debt? We discuss these topics and begin our talk about some of the most common financial planning mistakes.
Common Financial Planning Mistakes
(12:23)
We continue our discussion with even more financial planning mistakes.
Common Financial Planning Mistakes
(14:06)
Continued
Common Financial Planning Mistakes
(11:11)
Lightning round, so pay attention.
08/28/2013 Syrian Crises
(15:02)
How will the crises in Syria and other economic events impact your portfolio in the short term and long term.
Debt Ceiling
(12:10)
Why the debt ceiling debate could have the biggest impact on the economy in the short term.
Financial Media
(12:38)
We discuss which financial media (radio programs, internet, seminars) can be good for you and which media you should to avoid.
Review your 401K
(12:33)
Why it might not be the best idea to “max out” your 401K.
08/14/2013 Current Events
(11:58)
We discuss a wide variety of current market and economic issues ... Is the correction beginning?
FAFSA
(15:28)
With school starting, we discuss the FAFSA form. How and When should you look at completing this for upcoming college entrants.
Financial advice for minors
(11:58)
We discuss the failures of the US education system, where we went wrong with "Home Economics" ... it’s not about how to bake a cake, it needs to be about how to manage your finances in today’s crazy world ... and it should be mandatory for all High School students.
How to save for College
(12:36)
We wrap up our back to school program with a summary of the various investment vehicles that can be used to save for your children's college.
08/07/2013 Current Economic Environment
(14:52)
How will the Fed’s recent announcement impact your investments?
Changing Careers?
(11:40)
What finance questions do you need to answer when you change jobs? We cover everything from healthcare coverage (COBRA) to handling your 401K in our discussion about changing careers.
Changing Careers?
(12:52)
Continued
Changing Careers?
(04:41)
Continued
07/31/2013 Financial Windfalls
(14:07)
What to do when you win that $400 million Powerball Jackpot … or maybe you just received an inheritance. Either way we will educate you on how to properly handle a financial windfall.
Financial Windfalls
(12:55)
Continued
Financial Windfalls
(11:51)
Continued
Financial Windfalls
(11:17)
Continued
07/10/2013 Long Term Care
(15:22)
We have special guest Susan Kobara from the Commonwealth back office on to talk about all the recent and dramatic changes in the LTC industry.
Long Term Care
(10:49)
Continued
Long Term Care
(12:46)
Continued
Long Term Care
(11:37)
Continued
07/03/2013 Tom Brassfield
(13:47)
Tom Brassfield from Stonegate Mortgage is here to talk about mortgages and the recent rise in mortgage interest rates. Stonegate Mortgage and Commonwealth Financial Network are separate and unrelated entities.
Tom Brassfield
(12:09)
Continued
Tom Brassfield
(14:59)
Continued
Tom Brassfield
(09:45)
Continued
06/26/2013 Current Market Events
(14:53)
Is this the correction we have been looking for?
Current Market Events
(12:41)
Continued
Current Market Events
(10:38)
What should you be doing with your portfolio right now?
Current Market Events
(12:33)
Continued
06/19/2013 Financial Advisors
(14:24)
We discuss what NOT to look for when searching out the assistance of a financial Advisor.
Financial Advisors
(14:04)
Continued
Financial Advisors
(11:40)
Now that you know what to avoid, we discuss what you should look for in a good financial advisor.
Financial Advisors
(10:11)
Continued
06/12/2013 Market Correction?
(13:24)
Are we about to go through a market correction? What you should consider doing right now with your portfolio.
Bonds?
(13:36)
What about your bond holdings? We discuss bonds and the risk/reward relationship with the different assets classes.
Creating an IPS
(11:31)
We go into detail about what an IPS is and how we go about creating them for our clients.
401K Fiduciary review
(12:58)
Are you a fiduciary on your company's 401k? If so, what do you need to know about your fiduciary responsibilities?
06/05/2013 ESPN 1510
(14:20)
We have made our move to a new station, ESPN 1510. We hope you enjoy the new format, tune in to learn more about the show.
Active vs. Passive Investment Management
(12:39)
Your retirement is YOUR responsibility, pay attention and stay on top of it. Remember, knowledge is the key to a successful retirement.
"IPS"
(12:05)
We discuss why an Investment Policy Statement (IPS) is so important and continue our discussion about what you should be looking for in an investment professional.
Current Economic Environment
(11:13)
You heard us say it before, but the national debt is the most important aspect of our current economy. We will be discussing what the US should be doing to resolve this major problem.
05/03/2013 Pre-retirees
(14:00)
We focus our discussion on pre-retirees ... What do you need to know and what should you be doing in the 5-10 years before retirement?
Social Security
(10:00)
We discuss the Social Security situation and help you determine how much you can count on it in your own retirement.
Retired?
(13:15)
If you are retired, this segment is all about how to begin taking distribution in the most tax advantaged way. Don't think that just because you are retired that your financial planning is done.
LTC
(11:15)
Why it is such an important part of your retirement. Who should have it and when is the best time to get it?
04/26/2013 Current Economic Environment
(14:00)
We revisit the National Debt and how it is affecting your investment portfolio.
Current Economic Environment
(10:00)
Continued
Energy Revolution
(13:15)
We discuss the oil and gas revolution in the United States. Is this the game changing event that could be the next revolution in the US Economy?
Energy Revolution
(11:15)
Continued
04/19/2013 Obamacare Part 1
(14:02)
We give you important information about Obamacare and how it may effect you and possibly your employer.
Obamacare Part 1
(10:03)
Our guest Michelle Lingenfelser with Midwest Vascular Access joins us to talk about how Obamacare may change her industry and affect her as a small business owner.
Obamacare Part 1
(13:15)
Continued
Obamacare Part 1
(11:15)
Continued
04/12/2013 Investing in your home
(14:02)
Is investing in your home in today’s real estate environment a good idea? We discuss some of the important issues that you should answer to find out.
Mark Heinze and Pat Murphy
(9:590)
We discuss home improvement with Mark Heinze and Pat Murphy from Phoenix Renovation and Restoration.
Mark Heinze and Pat Murphy
(13:15)
We discuss home improvement with Mark Heinze and Pat Murphy from Phoenix Renovation and Restoration.
Fiduciary Liabilities
(11:15)
If you are a 401k or retirement plan fiduciary, now may be the time to be reviewing your plan provider to make sure you are meeting your fiduciary responsibilities.
04/05/2013 Financial Services Industry
(14:01)
A candid discussion about the “dirty little secrets” of the sales side of the financial services industry.
Financial Services Industry
(10:00)
We discuss what to look for when listening or watching financial “programming”, either on radio or TV.
Financial Services Industry
(13:15)
Financial Seminars, what to look for so you don’t fall for the old “bait and switch”.
Asset Allocation
(11:15)
We discuss the important aspects of asset allocation. It is not just whether you own a “good” investment, it is just as important that the investment fit your portfolio.
03/15/2013 Smart tax considerations
(14:00)
We discuss the true nature of a tax refund, and the importance of hiring the right type of tax professional.
A conversation with Brian Nail, CPA
(10:01)
Common tax filing mistakes that one should avoid.
Brian Nail continued
(13:15)
A synopsis of the Kansas Tax Act.
Brian Nail continued
(11:15)
A description of the Medicare tax increases and the future outlook of taxation in the United States.
03/08/2013 An interview with Jason Townsend
(10:00)
Jason tells us about the current direction of the national and local real estate markets.
Jason Townsend continued
(13:15)
The importance of financing in real estate.
Jason Townsend continued
(11:15)
Real estate Q & A.
03/01/2013 Sequestration
(14:02)
We examine the details of the sequestration, including spending cuts and if this is a "balanced" approach.
Sequestration & National Debt
(10:00)
A discussion of the effects of sequestration on the national debt.
Quality Financial Professionals
(13:15)
We talk about the qualities that an investor should look for in seeking a financial professional.
Quality Retirement plans
(11:15)
We discuss the components of retirement plans that an employer and an employee should want.
02/22/2013 Financial Designations
(14:00)
A candid discussion about the most common designations and what you, as a consumer, need to be looking for.
Financial Designations
(10:00)
Industry concerns about designations with the word "Senior" in them.
Financial Designations
(13:15)
With the abundance of financial designations in existence, which ones matter?
ROTH 401K
(11:15)
Do you have a Roth 401K option in your retirement plan? Should you be taking advantage of it?
02/15/2013 Financial Planning
(14:03)
What is a financial plan? Do you need an "all-encompassing" written financial plan or just certain components?
Financial Planning Process
(10:01)
It's not all about the numbers, it's also about building a relationship.
Financial Planning Components
(13:15)
Estate planning, asset allocation, education planning, retirement needs analysis, tax planning, and much more.
Retirement Plan Integration
(11:15)
Incorporating your employer's retirement plan into your personal financial plan.
02/08/2013 Gold and other commodities
(14:02)
We discuss investing in commodities and gold specifically. Should you have gold in your portfolio?
Mark Mazzarese
(10:03)
Mark Mazzarese of Mazzarese Jewelry comes on to discuss trading in jewelry for cash, how the price of gold and other precious metals affects his business, and what his thoughts are for the price of gold moving forward.
Mark Mazzarese
(13:14)
Mark Mazzarese of Mazzarese Jewelry discusses his upcoming charity event to benefit the American Heart Association at his store on Valentine's Day from 5:00pm-8:00pm. Come on out to pick up some fine jewelry for your loved ones and help benefit the American Heart Association.
E-Trade Super Bowl Commercial
(11:15)
We have a candid discussion about the E-Trade Super Bowl Commercial and 401K Fees. What was the commercial really saying?
02/01/2013 Mortgages and Financial Planning
(14:02)
How to fit your biggest investment (and debt) into your comprehensive financial plan.
Mortgages and Financial Planning
(10:03)
Our guest Tom Brassfield, a Mortgage Advisor with Stonegate Mortgage joins us to discuss the current state of the mortgage market.
Mortgages and Financial Planning
(13:15)
Our guest Tom Brassfield, a Mortgage Advisor with Stonegate Mortgage joins us to discuss the current state of the mortgage market.
Mortgages and Financial Planning
(11:15)
Our guest Tom Brassfield, a Mortgage Advisor with Stonegate Mortgage joins us to discuss the current state of the mortgage market.
01/25/2013 401K Plan Providers/IPS Review
(11:15)
We discuss the need for retirement plan fiduciaries to review their plan's Investment Policy Statement and review other fiduciary responsibilities that should be addressed at the beginning of the year.
01/11/2013 Fiscal Cliff Aftermath
(14:02)
We have a great discussion about the fiscal cliff "solution" recently passed by congress. What it did and didn't do to help solve our national debt issue. Are your taxes going up as a result?
Fiscal Cliff Aftermath Continued
(10:00)
We have a great discussion about the fiscal cliff "solution" recently passed by congress. What it did and didn't do to help solve our national debt issue. Are your taxes going up as a result?
Debt Ceiling
(13:15)
The next hurdle face by congress is the Debt Ceiling. Find out what it is and the potential risk your portfolio faces in the coming month.
2012 Retirement Plan Contribution Amounts
(11:15)
Does your employer offer a "Roth 401k"? If they do, should you consider converting your 401K to a Roth 401K? We answer these questions and outline the changes in the maximum contribution amounts in retirement plans and IRA's in our last segment of the day.
01/04/2013 Investment Theory
(14:02)
Taking the emotion out of investing and other sound investment principles.
Investment Theory Continued
(10:00)
Our discussion on the differences of Investing vs. Trading. We also talk about the importance of limiting losses.
Our Investment Criteria
(13:15)
We share some of the criteria we look for in an investment. We also discuss the importance of Investment Policy Statements.
12/21/2012 Budgeting
(14:03)
How to prepare and track your budget and get the new year started on the right foot.
Budgeting
(10:02)
How to avoid the most common budgeting mistakes.
Financial Planning
(13:16)
How to achieve that year-end resolution to get your family started on a good financial plan.
Gifting
(11:17)
'Tis the season of gifting! We discuss some of the IRS rules on gifting and give you some creative ways to gift your assets.
12/14/2012 Long-Term Care Insurance
(14:01)
Do you need LTC insurance? What is it? What does it cost?
Long-Term Care Insurance
(10:02)
Commonwealth Financial Network LTC Specialist Susan Kobara joins us for a discussion on LTC.
Long-Term Care Insurance
(13:16)
Commonwealth Financial Network LTC Specialist Susan Kobara joins us for a discussion on LTC, Continued
401K Year-End Review
(11:18)
What participants and providers should be doing with regard to their 401K before the end of the year.
12/07/2012 Fiscal Cliff
(14:01)
Discussion about the Fiscal Cliff and what proposals have been put on the table to solve the political gridlock.
Fiscal Cliff
(10:03)
Continued
Fiscal Cliff
(13:16)
Continued
Year End Outlook
(11:18)
Actions investors should consider based on the current status of the US economy.
11/30/2012 Estate Planning Basics
(14:00)
We discuss the basic concept of Estate Planning and why every person needs to get their estate in order.
Lori Gregory Part I
(10:04)
Lori Gregory Part I—Estate Planning and Elder Law Attorney Lori Gregory talks about the importance of detailed estate planning and we discuss the most common estate planning mistakes.
Lori Gregory Part II
(13:15)
Continued
Lori Gregory Part III
(11:17)
Continued
11/16/2012 Risk Management
(14:00)
General introduction to the various types of insurance used to help manage your risk throughout life, including: Life Insurance, LTC, Property and Casualty, Disability, Health.
Todd Burk Part I
(10:03)
Todd Burk, and independent agent with Capstone Insurance talks about some of the pitfalls of purchasing home and auto insurance, and how you can make sure you are getting appropriate coverage for a fair price.
Todd Burk Part II
(13:15)
Continued
Todd Burk Part III
(11:15)
Continued
11/09/2012 Who's Teaching Personal Finance To Your Kids?
(13:58)
The US education system is woefully lacking in teaching our children the principles of basic personal finance. Parents, it's up to you.
Personal Financial for High School Kids
(10:02)
High school kids/parents, this segment is for you. We talk about financial fundamentals that every child should know.
College Education Planning
(13:16)
A discussion of the many investment vehicles used to save for college. Which one(s) are right for you?
Self-Directed Brokerage
(11:16)
Does your retirement plan offer self-directed brokerage? If they do, should you be taking advantage of it?
11/02/2012 Proprietary vs. Independent, Part I
(13:56)
A behind the scenes look at how proprietary investment products/services are offered in the financial services industry.
Proprietary vs. Independent, Part II
(10:04)
A discussion of the advantages of working with an independent advisor/firm and the few potential pitfalls.
Roth IRAs and Regular IRAs
(13:25)
The different aspects of Roth and Regular IRAs. Do you know which one, or combination, is best for you?
Retirement Plan Fiduciaries
(11:19)
Retirement plan fiduciaries face a myriad of potential liabilities. We discuss how to determine IF you are a plan fiduciary and how to help limit your liabilities.
10/26/2012 Financial Advisor Compensation, Part I
(13:22)
The positives and negatives of a commission-based financial advisor.
Financial Advisor Compensation, Part II
(9:36)
The positives and negatives of a fee-based financial advisor. Reasons why the fee-based model is a win-win for investors.
Advisor/Client Conflicts of Interest
(12:27)
A discussion on various situations that can create a conflict of interest between client and advisor.
Investment Policy Statements (IPS's)
(13:33)
A clear definition of an IPS and why it is crucial for both retirement plans and individual investors.
10/19/2012 National Debt Part I
(14:20)
A candid discussion about the U.S. national debt and how it affects the economy and your financial future.
National Debt Part II
(9:27)
A continuation of our conversation on the U.S. national debt.
The Fiscal Cliff
(14:01)
Details on what the fiscal cliff is and how it could change your approach to investing. Are you prepared to protect your assets if we fall off the fiscal cliff?
Retirement Plan Distributions
(14:14)
The many ways to access your retirement plan assets and when you should consider taking a distribution.
10/12/2012 Unemployment Part I
(14:21)
A candid discussion about the U3 and U6 unemployment numbers as well as trends in the unemployment participation rate.
Unemployment Part II
(9:34)
What individual investors should consider when looking at the unemployment numbers and the demographic shift of the population.
Europe/International Investing
(14:01)
Europe's recent economic woes and the effect it has had on the US economy.
10/05/2012 Introduction Part I
(14:25)
A quick introduction to our hosts, Jason Denney and Curtis Yohon. What motivated us to develop this show and what we hope the audience will gain from listening.
Introduction Part II
(9:29)
A continuation of the introduction in part I with some examples of show topics we will cover in detail in the future.
Investment Risks
(14:00)
A discussion about the many risks investors face in today's economic environment, including: Inflationary risk, Market risk, Interest Rate risk, Liquidity Risk, Social/Political Risk.
401(k) Fee Disclosure
(14:21)
Outline of the new 401(k) fee disclosure rules including what 401(k) providers and participants need to be aware of.