Today's guest is Joel Malakoff of Malakoff & Associates.  Joel's clients love him for his dynamic world view, his comprehensive approach, and the higher purpose that drives him. Pay close attention to his review of common client mistakes, especially the temptation of Bay Area technology stocks. Enjoy!

Today's guest is John Helms with John Helms & Associates. John is a leader in the health insurance advisor community and has served as past president of the Golden Gate Association of Health Underwriters. 

Episode zero of the Bay Area's premiere financial & insurance podcast, where we interview the industry's top talents to gain insights and spread awareness of health, life, disability, and long-term care insurance, and more.