Archive for the Podcast Episodes Category


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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128 Buy More Stocks!

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Podcast: Play in new window | Download Are millennials making a big mistake by not investing enough of their retirement funds in stocks? Well, someone over at the Motley Fool seems to think so and today we’re going to tell you what we think about their (the Motley Fool) opinion.

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127 Beware of the Illustration Beauty Contest

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Podcast: Play in new window | Download Today we’re discussing the other “i” word–illustration. We are diving into how illustrations are manipulated to sell the sizzle and not so much about focusing on the substance. It seems that far too many of the people working in the marketing department feel that they need to really […]

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126 What’s the Real Rate of Inflation?

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Podcast: Play in new window | Download We’ve talked about a lot of scary financial concepts on the Insurance Pro Blog in the past and it seems as though few economic topics strike more fear in the hearts of Americans than unrelenting ‘i’ word. We are, of course, talking about inflation. But what is this […]

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125 Yet One More Problem With Your Company’s 401k

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Podcast: Play in new window | Download Today we are discussing one of our favorite financial products…the 401k. We really wish you could see the red hot glow of the sarcasm light in our studio. If you’ve been listening to the Financial Procast for any length of time, you will surely be familiar with our disdain for […]

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124 Certified Financial Planners do very little Planning

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Podcast: Play in new window | Download The Certified Financial Planner designation stands as a testament of one’s dedication to excellence and superiority in the world of financial planning. Or at least that’s what the CFP Board and the designees want you to believe. And they’ve done a good job convincing the world that CFP® […]

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123 What’s the Real Rate of Return of the Stock Market?

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Podcast: Play in new window | Download Well the Dow was at 17,000, but this week certainly hasn’t been very generous to American equities. Ignoring that ugly truth for a minute, we wanted to take a minute to look at last week’s awesome new highs and discuss what it really means for the real return […]

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