(Complete Show Notes Below)   In the 27th episode of the Financial Procast:  It's Tax Season Once Again After Brandon invokes the Time, Place, and Manner clause of the U.S. Constitution, we talk taxes.  Yeah, April 15th, the most dreaded day of the year for those that have to write checks to the IRS. But […]

The post 027 True Dat appeared first on The Insurance Pro Blog.

(Complete Show Notes Below)   In this 26th episode of the Financial Procast: Estate Planning-It's Not Just for Rich People When's the last time you reviewed your beneficiary designations on your life insurance policy(s), retirement accounts (IRA's, 401k's, etc.) and your will/trust/medical directives?  If you're anything like most of us, you’ve probably not re-visited your […]

The post 026 Now We All Know What Age Nearest Means appeared first on The Insurance Pro Blog.

(Complete Show Notes Below)   In this 25th episode of the Financial Procast: We've Got a Problem with the 401k I'm sure that all of our readers/listeners will get a huge shock from hearing/reading this statement.  In previous episodes, we've sort of tip-toed around our dislike of the 401k.  Today we just come out and […]

The post 025 An Equal Opportunity Delusion appeared first on The Insurance Pro Blog.

(Complete Show Notes Below)     In this action packed episode of the Financial Procast: No Money Down, No Problem–no money down mortgages make a comeback! Remember all those really awesome mortgages you could get just a few short years ago? In case you've already forgotten the ingeniuous array of products that the mortgage indsustry […]

The post 024 Is That the Saaalus Agency? appeared first on The Insurance Pro Blog.

In this broadcast of the Financial Procast: Americans are prematurely breaking into their 401k's to the tune of $70 billion in annual outflows Are your job prospects dashed after 50? Millionaires aren't nearly as rosey about the market as their advisors The 7 most common lies Americans tell themselves about retirement. In this broadcast of […]

The post 022 Sittin’ Out On the Rocking Porch appeared first on The Insurance Pro Blog.

In this broadcast of the Financial Procast: Jamie Dimon takes a 50% pay cut Are actuaries turning on income annuities? Calculating your assets under management is tough…apparently But nothing is tougher than understanding life insurance In this broadcast of the Financial Procast: Jamie Dimon takes a 50% pay cut Are actuaries turning on income annuities? […]

The post 021 Unless You’ve Become More Patriotic Recently appeared first on The Insurance Pro Blog.

In this Broadcast of the Financial Procast: Daily NAV's for Your Money Market Funds Someone at AIG chooses prudence over greed What's that new squiggly loop on the dollar bill? Northwestern Mutual plans to hire a bunch of new agents.  But does the world really need them?     In this Broadcast of the Financial […]

The post 020 Fake It ‘Til You Make It appeared first on The Insurance Pro Blog.

In this Broadcast of the Financial Procast: U.S. savings accounts are paying less than a quarter of a percent A new book claims that Americans may have lost their financial minds Selling life insurance just got harder? Whose face should be on the trillion dollar coin? In this Broadcast of the Financial Procast: U.S. savings […]

The post 019 Trillion Dollar Coins Y’all appeared first on The Insurance Pro Blog.

In this Broadcast of the Financial Procast: Bank of America decides it needs to protect itself from an evil blog On the list of things Jim Cramer can't do, we've got one more item Do clients cheat on their advisors? Does anyone really care? Americans' New Years Resolutions, we can tell you what's not on […]

The post 017 Happy Mayan New Year appeared first on The Insurance Pro Blog.

In this Broadcast of the Financial Procast: Warren Buffet reminds CNBC: who's your daddy? FINRA does something that actually makes sense Investors tell the world they aren't all that happy with their advisor Has your advisor become oddly obsessed with mutual funds and lending products?  We might have an explanation for that In this Broadcast […]

The post 016 If We Don’t Have It, You Don’t Need to Sell It appeared first on The Insurance Pro Blog.