The Financial Procast

 

Don't let the title fool you. We're not actually starting our own sorority. But we do think that it's a shame that the CFP board recently compared itself to one in a recent court case where they were being sued.

We thought it was an organization dedicated to upholding a professional standard in the financial planning community?

We're talking about that recent court ruling and a few other things today on the Financial Procast.

Here's a rundown:

1031 Exchanges Could Become a Thing of the Past

Specialized Mutual Funds Try to Beat Income Annuities

The CFP Board Reduced to a Sorority

Well known fee-only adviser says annuities aren't all bad

As always, if you’d like to reach out to us with a question, comment or anything in between you can contact us here.

 

We're back after a two week unplanned hiatus. Sometimes life happens, not much we can do about that. Thankfully, we still remember how to record and produce a podcast. Here's what we're discussing in episode 178: A $15/hr. minimum wage? Obamacare rates set to skyrocket The housing market is irrational As always, if you'd like […]

The post 178 Oh Kevin, I'd Like to Buy Some Health Insurance appeared first on The Insurance Pro Blog.

Are you tired of new ideas? Why is that people (us included) spend so much time trying to come up with new ideas when the old ones aren't bad? Let me clear, lest you think I'm a luddite. I'm not saying that things shouldn't improve over time and that new choices aren't a good thing. […]

The post 177 URSA: The Other Retirement Plan appeared first on The Insurance Pro Blog.

We tried not to talk about the Department of Labor's proposed rule change regarding retirement accounts. I promise. We had a conversation where we specifically decided we weren't going to do it. But then we did. There are times that no matter how much we'd like to talk about something else we can't. This story […]

The post 176 I Don't Think That Word Means What You Think It Means appeared first on The Insurance Pro Blog.

Every now and then something comes along that we just have to spend a bit more time on than usual. Today in the second half of the show, we get into proposed legislation from the Department of Labor. Now, this isn't the first time we've discussed the issue. But we now have congressional testimony to […]

The post 175 The Plural of Anecdote is Not Data appeared first on The Insurance Pro Blog.

Today we're tackling the topic of getting your financial house in order. That also means that we're discussing the lack of solid financial educational information that is available. And yes, we are talking about pensions…again. We (Brandon and Brantley) are very concerned that people are fed a fair amount of misinformation regarding personal finance. And […]

The post 174 Predictions with Exactitude appeared first on The Insurance Pro Blog.

One of the most common phrases you'll see tossed around on the internet (at least as it relates to the topic of personal finance) is that "cash is king". In fact, we recorded a podcast on that very topic a couple years back. But today we're not talking about cash per se. No, today we're […]

The post 173 It's All About Cashflow appeared first on The Insurance Pro Blog.

Well, back from the beach and with much better wifi than what I had last week. I don't think there are any long moments of silence in this episode. Here's what's on tap for episode 172: Data Shows that Congress Doesn't Care What You Think Jack Bogle Likes Active Investment Management? Dividend Stocks Are Better […]

The post 172 Congress Doesn't Give a #*?@! What You Think appeared first on The Insurance Pro Blog.

In this week's "live from the coast of Georgia" episode, we're talking about: Why Elite Colleges Don't Guarantee Success How the Rich Got Rich Is the 401k to Blame? Your financial advisor has vanished Not much else to add this week…somebody's gotta get some sand between their toes. As always, if you have questions please […]

The post 171 If We All Got an Inheritance, We'd All Be Rich appeared first on The Insurance Pro Blog.

It seems like episode 170 is all about psychology and how people think about things related to money. Well, at least that's what we were shooting for…I think. Of course we'd all like to think that we're 100% logical when it comes to planning our finances but as you'll learn by listening, that's just not […]

The post 170 Spend More, Save Less appeared first on The Insurance Pro Blog.