Archive for October, 2014


145 And the 8th Thing The Middle Class Can’t Afford is…

Well, today we’re back to our format of discussing a few different topics that we found interesting from the past week in the world of finance. I guess I should also mention that I had some technical difficulties today so the quality of our recording is a bit off of our high standard but hopefully […]

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144 Talking About Life Insurance on a Sunday

In today’s episode of the Financial Procast, we take a deep dive into why it is that universal life insurance is such a hated product by so many in our industry. This is a single topic episode as we had to record this episode a bit early due to travel. We’ll be back soon with […]

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143 No Questions Asked

Here’s what we’re talking about today: Accredited investor gets redefined  (05:30) Congressman says “Not so fast  FINRA”  (15:30) Swiss banker arrested for helping Americans hide money  (34:39) Auto finance industry the next bubble? and New study says most can’t afford a used car  (47:17)

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142 How It Should Be Interpretated

To those in our audience who have reached out to us and let us know more of what you’d like for us to discuss on the Finanical Procast, we thank you. And for those of you that have not let us know what you’d like to hear us discuss, please don’t hesitate to do so, […]

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Average 401k Returns: The News is not so Good

Back in the Spring of this year, good news came out of CNBC regarding average 401k returns when they published an article titled Big Surge in 401k Balances, but Workers still not Saving Enough. The news out of this article was that the average 401k balance had grown $42,400 or nearly doubled from five years […]

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10 Things Life Insurance Agents Won’t Say: #4 Variable Annuities are Just Expensive Mutual Funds

Next up on the Market Watch exposé is a discussion about variable annuities, their expenses, complexity, and lack of any uniqueness compared to other investments options—or at least that’s what someone would like you to believe.

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141 It’s Not You, It’s Me

Well, it’s been a few weeks now since we’ve switched back to our original show format. For those who are new, that means we’re recording a weekly episode that runs about an hour. This was requested by some in our audience and we aim to please. However, we would like to hear from more of […]

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