(Complete Show Notes Below) In the 57th episode of the Financial Procast: Looks Like Some High Speed Traders Might be Too Speedy Have some high speed bond traders really defied the laws of physics?  Evidently, a couple weeks ago right on the heels of the Federal Reserve announcement some traders seem to have been able […]

The post 057 Benmoosh the Doosh appeared first on The Insurance Pro Blog.

(Complete Show Notes Below) In the 56th episode of the Financial Procast: Today we are diving into a financial planning strategic philosophy.  This really serves as an overarching theme in everything that we do at The Insurance Pro Blog.  It probably comes as no great surprise to our community that we really feel traditional financial […]

The post 056 Cash is King appeared first on The Insurance Pro Blog.

(Complete Show Notes Below) In the 55th episode of the Financial Procast:  ESOPs Gone Wild The DOL has filed a lawsuit against the California Pacific Bank.  It seems that after the bank unwound their ESOP, they violated ERISA law by shortchanging the employees who were the plan participants. First, we thought it appropriate to offer […]

The post 055 Strippers and Insurance Agents Aren’t All That Different appeared first on The Insurance Pro Blog.

(Complete Show Notes Below) In the 54th episode of the Financial Procast:  The Survey Says… People actually care about what professional designations are held by their financial advisers…or at least a recent survey would have us believe they care.  According to the research firm ORC international, an overwhelming majority of those people survey indicated that […]

The post 054 Certified Stupid appeared first on The Insurance Pro Blog.

(Complete Show Notes Below) In the 53rd episode of the Financial Procast: Is Timing Risk All About The Whims of the Stock Market? Most of us think that timing risk has everything to do with a buy low, sell high sort of discussion and our goal is to maximize our overall rate of return.  But […]

The post 053 Timing Risk, It’s More Serious Than You Think appeared first on The Insurance Pro Blog.

(Complete Show Notes Below) In the 52nd episode of the Financial Procast: Here we go again, slaughtering sacred cows.  Of course, if you followed us for any length of time none of this will come as any great surprise to you. You don’t have look far and wide to find financial talking heads extolling the […]

The post 052 Retirement Income Taxes…Are You Really Ready to Write the Check? appeared first on The Insurance Pro Blog.

(Complete Show Notes Below) In the 51st episode of the Financial Procast: Infinite Banking Gets Slammed In a recent article over at ProducersWeb, Roccy DeFrancesco owner of the Wealth Preservation Institute took on the patriarch of all thinks related to infinite banking concept, becoming your banker, bank on yourself et. al. It seems that Roccy […]

The post 051 Why You Shouldn’t Buy…Annuities? appeared first on The Insurance Pro Blog.

(Complete Show Notes Below) In the 50th episode of the Financial Procast: Why is Income in Retirement so Different? In today's broadcast of the Financial Procast, we head off into some deep water with a lengthy discussion surrounding retirement income.  What is it about retirement that makes everyone think their life is going to magically […]

The post 050 The Retirement Income Conundrum appeared first on The Insurance Pro Blog.

(Complete Show Notes Below) In the 49th episode of the Financial Procast: The Rich Are Saving By the Truckload According to a recent study, those who earn more than $750,000 are saving an average of 37% of their income.  That's almost 3x what they were saving just five years ago.  It's good to be wealthy…right? […]

The post 049 It’s Good to Be Rich appeared first on The Insurance Pro Blog.

(Complete Show Notes Below) In the 48th episode of the Financial Procast: Letter to 6,000 401(k) Sponsors Causes a Stir Yes indeed…there are a great many financial advisers who are running around with their hair on fire after many of their plan sponsor clients received letters from Ian Ayres, a Yale Law School professor, stating […]

The post 048 How to Get 14,000% On Your Money appeared first on The Insurance Pro Blog.