We have an extensive library of exclusive Podcasts Available for our registered website users. Here are the current podcasts available below:
The Story of Portformulas (21 minutes)
An introduction to formulaic investment strategies.
2008 Financial Crisis (14 minutes)
A simple straight-forward analogy that makes sense of the 2008 financial system crisis and failures.
Accumulation Vs. Distribution (13 minutes)
Are you confident your assets will last as long as you do?
Arbitrage: Are You Utilizing It? (18 minutes)
Are you utilizing financial arbitrage to your advantage?
Cost of Liquidity (8 minutes)
Ways to put high "cost of liquidity" to work for you instead of the financial institution.
Pennies on the Dollar (18 minutes)
Simply ways to protect your assets for your spouse and/or heirs for pennies on the dollar.
Re-Creating your Paycheck (25 minutes)
Ways to tax efficiently re-create your own paycheck while in retirement.
Right Financial Tools: Toolbox (11 minutes)
Are you carrying the right financial tools inside your own personal financial tool box?
Specialty Tools (10 minutes)
How to earmark your assets and use the best financial tool for the chore at hand.
Word Biased Decisions (11 minutes)
Are you making "word biased" financial decisions?
Common Beneficiary Mistakes (15 minutes)
Many of the most costly beneficiary designation mistakes to avoid.
Managing the Threat of Long-Term Care Costs (27 minutes)
Why many retirees buy long term care insurance when they don't have to and why an asset based solution may be of benefit to them.
Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice.