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Problem Solved episodes
- Ep. 11 - Valuing your Business - and Planning your Exit Strategy
Guest today is Steve Susel, Managing Director of Marshall Stevens, a National Leader in valuation services and transaction advisory services.
37 min - Ep. 10 - Life Settlements: An Overview
How do they work...and why you should never walk away from a life insurance policy without getting it appraised.
19 min - Ep. 9 - Derivatives and Day Trading
"Market Maker's Club" host Joe Waterman drops by to talk about puts, calls, day trading, derivatives, stocks, securities, how you can learn, the mistakes people make, how to define value, why people are fascinated by it, the key to minimizing risk, and much more!
45 min - Ep. 8 - An Overview and Education in Term Insurance
Why term insurance isn't just about price, what you should always consider before committing, and all your other questions answered and issues addressed on the topic
20 min - Ep. 7 - Long Term Care
A conversation with Nathan Furniss about things to consider when addressing long term care - and ways to fund it.
39 min - Ep. 6 - Tax-Free Retirement Planning
The benefits of Tax Awareness and using Life Insurance Retirement Plans (LIRPs) in conjunction with Roth plans to add flexibility to your retirement income and reduce your future tax bite.
33 min - Ep. 5 - Avoiding Financial Pitfalls in Divorce Settlements
Featuring: Andrew L. Gentile CFP®, CDFA®, CLU, ChFC, CLF, CLTC, AIF,Certified Divorce Financial Analyst
32 min - Ep. 4 - Using Pooled Income Funds to Reduce Taxes and provide for Multi-Generation Income
A discussion of using pooled-income funds to create a legacy income stream, as well as reduce current income taxes.
25 min - Ep. 3 - Crisis Asset Protection
What can you do when you're faced with the incredibly high cost of nursing homes, and you see your assets being quickly liquidated to pay for the costs.
40 min - Ep. 2 - Qualified Plan Rescue
How to remove future tax risk from qualified plans using Life Insurance.
54 min
About Problem Solved
From the publisher's feed
Looking for a place to raise questions, find answers, and hear engaging and elightening conversations around common (and not-so-common) money matters? Welcome to Problem Solved, the podcast the…
provides financial solutions for those who know it, and those who need it. I'm Lee Pinover, and ive been in the financial services industry for over three decades, and this show is about helping advisors and the public identify and gain a general understanding of unique financial solutions that address common concerns. Concerns that you may think do not have a solution, but actually do. We will interview the top experts in implementing each solution and then take questions that have been submitted in prior live presentations. So join us, be part of the conversation, and walk way feeling motivated, inspired, and confident that your problem is gonna get solved!