(Complete Show Notes Below) In the 37th episode of the Financial Procast: Your 401k Statement Might Soon Tell You What Sort of Income Your Balance will Produce That’s right…a recent statement from the Department of Labor announced an advance notice of a proposed rule change that signaled they are considering a rule that might require …
Recently I’ve noticed that whole life insurance is generally berated by almost everyone in the known universe. Well, most insurance agents really like it but other than that it’s pretty easy to count the number of folks who really like whole life insurance. Obviously, we consider it to be an excellent component to an overall …
Maybe you’ve heard this one before, the claim that mutual life insurance companies are better than public life insurers. Of course, the mutual life insurers all think so. But we’re willing to bet that the so-called public life insurers would tell you differently. So is it true that the non-mutual life insurers are just out …
(Complete Show Notes Below) In the 34th episode of the Financial Procast: Private Equity Found a Shiny New Investment Strategy Yes it appears that some players in private equity have taken quite a shine to life insurers. In the last few years Goldman Sachs, Harbinger and the Apollo Group have purchased U.S. based life insurance …
Today I thought we’d discuss a rather mundane topic, the Family Limited Partnership but one that carries great significance nonetheless. I’m like everyone else I suppose in that I tend to lean away from some of the more heady topics that dig really deep into the nitty gritty of insurance/financial planning topics. Why? Well mainly …
Today, I’d like to respond to a clip from Dave Ramsey’s television show on Fox Business where he talks about life insurance as being “terrible” and how buying term and investing the difference is a better strategy than using any type of cash value life insurance. Just to clarify before I begin, I agree with …
(Complete Show Notes Below) In the 27th episode of the Financial Procast: It’s Tax Season Once Again After Brandon invokes the Time, Place, and Manner clause of the U.S. Constitution, we talk taxes. Yeah, April 15th, the most dreaded day of the year for those that have to write checks to the IRS.
Oh April is coming, and everyone knows what April brings. For those of us in Yankee Land, you might think SPRING! But unfortunately the bitter end to short days covered with depressing grey filtered sunlight and the all too occasionally annoying snowfall (I really don’t know why I still live up here) would never be …
(Complete Show Notes Below) In this 25th episode of the Financial Procast: We’ve Got a Problem with the 401k I’m sure that all of our readers/listeners will get a huge shock from hearing/reading this statement. In previous episodes, we’ve sort of tip-toed around our dislike of the 401k. Today we just come out and …
(Complete Show Notes Below) In this action packed episode of the Financial Procast: No Money Down, No Problem–no money down mortgages make a comeback! Remember all those really awesome mortgages you could get just a few short years ago? In case you’ve already forgotten the ingeniuous array of products that the mortgage indsustry …
