017 Happy Mayan New Year

017 Happy Mayan New Year

In this Broadcast of the Financial Procast:

Bank of America decides it needs to protect itself from an evil blog

On the list of things Jim Cramer can't do, we've got one more item

Do clients cheat on their advisors? Does anyone really care?

Americans' New Years Resolutions, we can tell you what's not on the list

 

Special Note: We will have one last Financial Pro Cast Episode for 2012 on Monday January 31st.  This will be a special year end review episode where we'll answer your questions on any topic regarding personal finance.  Contact us here with your questions for our special episode.

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016 If We Don’t Have It, You Don’t Need to Sell It

016 If We Don’t Have It, You Don’t Need to Sell It

In this Broadcast of the Financial Procast:

Warren Buffet reminds CNBC: who's your daddy?

FINRA does something that actually makes sense

Investors tell the world they aren't all that happy with their advisor

Has your advisor become oddly obsessed with mutual funds and lending products?  We might have an explanation for that

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012 Why U No Pay More Dividends?

In this Broadcast of the Financial Procast:

Participating Dividends and their legality

Americans really do stink at retirement planning

Stocks are still scary

Whole life policy blending explained NOTE: towards the end of this episode Brandon makes a comment about the expected cash surrender value found in a “properly” blended policy.  This was a rule of thumb based off old policies that are no longer available.  Generally speaking, we know find that a first year cash value between 60 and 70% to be the most optimal and a good indicator of correct design.

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