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September04

#235 The Labor Day Show

As Serena Williams tries to make tennis history, tune into the Grand Slam of money shows! We started with Bob, who is 72 years old. Half of his $3 million nest egg is invested in rental real estate: Is that too much? Download the podcast on iTunes Download the podcast on feedburner Download this week’s
  • Posted by Jill Schlesinger
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April17

#215 Retirement Planning Week

We celebrated the conclusion of National Retirement Planning Week with guest Anthony LoCascio, a fiduciary advisor with more than three decades of experience in retirement and tax planning. Anthony breaks down retirement for Boomers, Gen-Xers and Millennials. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) Speaking of the Millennials (those who
  • Posted by Jill Schlesinger
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April10

#214 Are You Retirement Ready?

As we head into National Retirement Planning Week, guest James Nichols joins us to reveal the results of the Voya Financial “Retire Ready Index“. The results emphasize that retirement savers need combine knowledge, planning and action to help reach their goals. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show
  • Posted by Jill Schlesinger
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April03

#213 Annuity Haters

Guest Gary Schatsky, a fee-only financial advisor, Chair Emeritus of NAPFA and Annuity Hater, joins the show to discuss why annuities are rarely advisable (Gary says just 5 percent of the time!) He also weighs in on the concept of fiduciary and explains why he believes that working with a fee-only advisor vastly reduces the potential
  • Posted by Jill Schlesinger
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February23

Obama Endorses Fiduciary Standard for Retirement Accounts

The White House wants to change the way brokers provide advice on retirement accounts. President Obama endorsed a Department of Labor proposal, which would require brokers to act in a customer’s best interest—the so-called FIDUCIARY duty—when working with retirement investors. The rule change is intended to crack down on “backdoor payments and hidden fees,” which cost retirement savers
  • Posted by Jill Schlesinger
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January07

Protect Against Scams: 10 Questions to Ask Financial Advisors

SCAM ALERT! The North American Securities Administrators Association (NASAA) and the Financial Industry Regulatory Authority (FINRA) have both issued annual reports identifying the top threats investors are likely to face in 2015. The lists are lengthy, but a couple of new, noteworthy threats you should guard against include:  Pot Schemes: Legalization of marijuana has encouraged promoters
  • Posted by Jill Schlesinger
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December11

Don’t Get Madoff-ed: 10 Questions to ask Financial Advisors

Five years ago, Bernard Madoff turned himself into federal authorities and admitted to conducting a massive Ponzi scheme. Investors lost approximately $17.5 billion, of which $9.5 billion has been recovered and $4.8 billion has been distributed. When all is said and done, total losses are expected to be about $5.5 billion. The anniversary of the
  • Posted by Jill Schlesinger
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Should I Sell Stocks?

October09

How to choose a Financial Advisor: 10 Questions to ask

Lost in all of the political drama surrounding the government shutdown and the debt ceiling is the fact that we are in the middle of Financial Planning Week! Ironic as it may be that the lawmakers are fighting about the nation’s financial future, maybe this is a perfect time to hit the pause button and
  • Posted by Jill Schlesinger
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