Archive for the Podcast Episodes Category


138 Financial Pro Cast: No One Use the Bathroom After Metlife

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Podcast: Play in new window | Download And so begins the 3rd year of the Financial Procast… Our listeners have told us that they would really like for us to get back to our “roots”. That is to say, we wax poetically about three or four financial related news stories and share our unique brand […]

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137 Financial Pro Cast: Life Insurance is NOT the Ultimate Asset Class

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Podcast: Play in new window | Download In this episode of the Financial Pro Cast we take a step back and discuss life insurance as it relates to the rest of the financial world.  It’s not the only option, and it’s not always the best option.  And anyone who suggests that you either absolutely should […]

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136 Financial Pro Cast: And the Best way to Approach this Market is…

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Podcast: Play in new window | Download Remember, information contained within the Financial Pro Cast and these show notes is intended for entertainment purposes only. Before acting on any topics discussed within this episode one should consult the advice of their tax, legal, and/or investment advisor The market has been making a comeback after reaching […]

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135 Not as Guaranteed as You Might Think

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Podcast: Play in new window | Download There seems to be an eternal debate that persists regarding whole life insurance and universal life insurance. Agents, insurance companies and some consumers that sit on either site of the argument will swear that one is definitely better than the other. In our experience, most whole life insurance […]

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134 Fees Are Better than Commissions

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Podcast: Play in new window | Download I’m sure that the title of today’s financial procast will cause some of you to wonder if we’ve just completely lost it. Well, there’s certainly an argument for that, however, we just figured that we would agree with all the people out there that actually believe that statement. […]

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133 The Two Retirement Income Planning Methods

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Podcast: Play in new window | Download Retirement income planning is indeed one of those topics that we’ve discussed on a few different occasions or probably more than just a few actually. But it’s one of those topics that has a great deal of nuance. There are really two main schools of thought when it […]

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132 You’re Standard and That’s a Good Thing

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Podcast: Play in new window | Download Today we are talking about a very important aspect of insurance underwriting. So as everyone quits listening at that point…no seriously hang in there to the very end and we’ll reveal something super secret! No really, there’s no big secret but we promise to make this an interesting […]

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131 Stock Market Crash Ahead? Who Cares?

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Podcast: Play in new window | Download Didn’t we just talk about the Dow broke 17,000 for the first time? Yes we did. Since then the average has fallen and come back just a bit. As of this very moment, its sitting at 16,651. But honestly do we think the market is headed back up […]

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130 And the Definition of Fee-Only is…

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Podcast: Play in new window | Download The CFP board is struggling with how it wants to define “Fee Only” financial planning. It’s a bit of a quandary–and that is how do we define this term? What is fee only? Who has the right to use that label to describe themselves? Over the last couple […]

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129 Leave the Annuities Alone

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Podcast: Play in new window | Download There is a worrying trend that we are seeing in the financial services industry recently. That trend involves selling indexed universal life insurance to people that have previously purchased fixed indexed annuities with some sort of guaranteed minimum withdrawal benefit (GMWB) or lifetime income rider. Now that isn’t […]

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