Fees

Ep 072: Understanding the Complexities of the Annuity

Understanding the complexities of the Annuity
- The difference between a contract and an investment
- What exactly is the salesman's focus?: Are you prepared to give up control of your money?
- Myths, tax strategies and hidden fees
- Understanding the different types of annuities and risks associated
- Did you forget about inflation?
- Will you run out of money?

Ep 062: How to Research a Financial Advisor

Tips to researching an advisor’s specialty, their focus, and how they’re paid:
- Understanding the role of your professional
- How savvy is your advisor, to the many moving pieces of your financial plan?
- The impact good qualifications can have on a client!
- Attention to detail: Is your advisor on the front lines of industry changes?
- What motivates your advisor: How do you pay your fees?
- What are your needs: The path to finding the perfect fit!

Ep 047: Riding the Wild Stock Market

Strategies to navigating the market:
- What is a Robo Advisor?
- Trade or Invest: Where to start
- Breathe through market volatility with a real financial plan
- Why it's important to focus on your own risk
- Cash flow, why is it relevant?
- Is your advisor a true fiduciary?

Ep 016: Understanding Reverse Mortgages

Listen as our hosts discuss the following topics:
- The importance of understanding how advisor fees are paid
- Expert insight on how reverse mortgages works
- What it means to be a "fiduciary"
- College planning…It's more than choosing a school!

Ep 007: The Post-election Effect on the Stock Market

Listen as our hosts discuss the following topics:
- The post-election effect on the stock market, tax law, and the repatriating of oversees dollars.
- The different ways that financial planners charge fees, and the real impact that it can have on your finances.
- Is your home a true investment? The reality of what it costs to own and maintain a home.