Sara Grillo
JUNE 17, 2024
The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. Insurance companies make Bernie Madoff look like a petty thief. That’s financial devastation.
Nerd's Eye View
MARCH 21, 2023
In this episode, we talk in-depth about how, while Brenda was still in high school, her mother died suddenly and she was left with the responsibility of caring for her younger sibling which created a large financial burden that Brenda couldn’t handle despite working 2 jobs and eventually led to her becoming homeless and beginning a cycle of alcohol (..)
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MainStreet Financial Planning
FEBRUARY 1, 2024
Planning for college Taking a gap year Relocating to another state or country Retirement income planning And so much more In embracing the Garrett Planning Network model, clients gain not just financial advice, but a partnership built on trust, transparency, and a commitment to their financial well-being.
Nerd's Eye View
SEPTEMBER 26, 2022
In fact, even a relatively modest shift to a higher-trust environment (which may be achieved by enacting higher standards) that just partially reduces the incredibly high client acquisition costs of financial advisors could more than offset the entire cost of fiduciary liability insurance from those higher standards!
Abnormal Returns
FEBRUARY 19, 2024
downtownjoshbrown.com) How indexing has made for a better financial advice industry. sciencedaily.com) How the pandemic affected life insurance premia. (washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." forbes.com) Why older Americans are at-risk of scams.
Nerd's Eye View
JUNE 12, 2024
In some cases, that might be because the firm itself is held jointly liable with the advisor (which is allowed when the advisor's negligent advice or recommendations are given within the scope of their duties as an employee). And often, the firm is simply more likely to have the resources to pay a liability claim than an individual advisor.
Abnormal Returns
APRIL 12, 2023
open.spotify.com) Christine Benz and Jeff Ptak talk with James Choi about personal financial advice and the importance of defaults. washingtonpost.com) Do you need personal cybersecurity insurance? Podcasts Morgan Housel talks about the importance of 'playing your own game.' obliviousinvestor.com) Do you still carry cash?
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