In today's episode of the Financial Procast we're talking about the Guggenheim group getting sued–kind of, ETF portfolios lag traditional mutual fund portfolios, retirement savings tax breaks may be cut for high earners and myRA's gonna save us all.  Guggenheim Partners Gets Sued for Racketeering On February 11, a lawsuit implicating Guggenheim Partners, LLC and […]

The post 077 If I Say ETF One More Time, Someone Gets a Prize! appeared first on The Insurance Pro Blog.

Here's what we have on tap for today:  Millennials are stingy with their money, 401k matches get cut, another life insurance company sheds their broker-dealer and one CEO says the poor should stop whining.  New Survey Says Millennials are Stingy According to a recent UBS Investor Watch survey, millennials, the generation born between the early […]

The post 076 No Profits, No Match appeared first on The Insurance Pro Blog.

In episode 75 of the Financial Procast: Hartford wants to buy back old fixed annuity contracts The National Women's Law Center says Long Term Care insurance is covered by PPACA Advisors whine about their clients not giving referrals Changes you can expect for 2013 tax return Hartford wants to buy back old fixed annuity contract […]

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Here's what we covered in today's episode: Why has the CFP Board decided to shorten its certification exam? Crowdunding for startups…is it a good idea? FINRA wants to stop clean records as condition of settlements Paying Fines is just the cost of doing business for financial services companies  The CFP Board Cuts Down the Length […]

The post 074 Pick Us…We’re More Better appeared first on The Insurance Pro Blog.

Today we've all sorts of goodness to bring your way on the Financial Procast.  I'll be honest, sometimes it's a real struggle to find three or four things from current financial industry news that are worth talking about. Sure, for the last six months or so, there is a veritable plethora of PPACA (Obamacare) news […]

The post 073 Annuities Don’t Hurt People, Bad People with Annuities Hurt People appeared first on The Insurance Pro Blog.

In today's episode: Research from Citi Private Bank Says Liquidity is Hurting You Yep, that's right.  The folks over at Citi Private Bank are telling us that they believe our fear of having money tied up for long periods of time or the willingness to have limited access to our money is hurting our returns. […]

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Today we're getting back our roots so to speak and delving into some of the more interesting financial news stories that we've uncovered from the last few weeks. After a run of episodes where we essentially tackled one topic/issue at a time, we decided to revisit our original format this week.  Hope you enjoy! Can […]

The post 071 Bitcoin Now Gladly Accepted Here? appeared first on The Insurance Pro Blog.

Happy New Year to all of those who've stopped by the Insurance Pro Blog on the first day of 2014!  We're busy making plans for the new year as you read this on our never ending quest to bring our community greater value this year than we have in the past. If there's something you'd […]

The post 070 The Government Is Paying Us to Make This Podcast appeared first on The Insurance Pro Blog.

Today is our end of year listener Q&A extravaganza! Yes, while the rest of the financial media is taking a break during the ever-extending Thanksgiving/Christmas/New Year's holiday season, we know that our audience may like to take a break from all the festivities to listen to the Financial Procast. Actually, we're not that delusional, but […]

The post 069 We Really Don’t Hate Attorneys…Do We? appeared first on The Insurance Pro Blog.

This week, we're spilling the beans on something I'm sure you've all been dying to hear about…surrender charges.  What are they?  Why do some life insurance policies and annuity contracts seem to have such long and harsh surrender charges? What do we think of surrender charges…good or bad? And much more on today's financial procast. […]

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