Sara Grillo

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those […]

It seems like everyone from the Senate Banking Committee to Reddit forums, everyone is buzzing about crypto this and crypto that. Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” and you can bet that this is going to be […]

So where’s the spot bitcoin ETF and what’s up with these crypto ETFs in general? Will the SPY lose its crown this year? Are semi-transparent ETFs are raw deal? This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about … What is up with these crypto ETFs??? (& more 2023 trends) Read More »

ESG sucks. In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to earn higher fees off unsuspecting people who mean well. Don’t let your clients get taken! Listen to this show. In this podcast we are going to expose the truth about … Keep your clients far away from ESG investing – it’s a rip-off! Read More »

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. Get ready for an exciting show, folks, whoo hoooo!!!!!! We … Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!) Read More »

This debate went psycho at times. Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! This discussion was not censored – but maybe it should have been. We talked about: The debaters are: Charles King Scott Salaske Doug Twiddy Derek Robinett Michael Pinkans Chris Randall … This broker vs. financial advisor debate got ABSOLUTELY crazy! Read More »

Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades?  Is selling annuities to them the answer? Let’s talk about it. In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and … Should you die and go to hell before selling an annuity? Read More »

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. We talk about what the value of a financial advisor is going to be in the future, what the current sources of confusion to the public are, and what that all means for how financial advisors … What is the future of financial advisor fees? Read More »

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning.  What is your opinion? What is the CFP Board’s role in enforcement, and … Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two) Read More »

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Are they getting a raw deal? Is it time to say “FU” to your CFP designation? … Should you cancel your CFP designation? (heated debate!) Read More »