Ep.79 – MarketSnacks with Nick Martell and Jack Kramer

Today, my old pal Gary Schatsky is in the house to talk about the industry, the state of fiduciary and one of the most oversold/misunderstood products, annuities. Gary is a practicing financial advisor who was way ahead of his time by championing comprehensive fee-only services for individuals, which at the time was almost unheard of.

Bonus Call: Should I Use Roth 401(k)?

It’s becoming more and more common for workplace retirement plans to offer a Roth 401(k) option. The next question is whether or not you should be using it. That’s what Shirley wanted to know on the latest BONUS call.

Ep.78 – Annuities and Three Questions You Should Ask

Today, my old pal Gary Schatsky is in the house to talk about the industry, the state of fiduciary and one of the most oversold/misunderstood products, annuities. Gary is a practicing financial advisor who was way ahead of his time by championing comprehensive fee-only services for individuals, which at the time was almost unheard of.

Ep.77 – #PaidOff with Michael Torpey

The student loan picture in this country is not a pretty one. According to the Federal Reserve, over half of young adults who went to college took on some debt. It’s so bad that outstanding student loans have topped $1.4 trillion!

Bonus Call: Should I Fire My Financial Advisor?

I’m so glad when people call me before they make another mistake with their current financial advisor. That’s the case on the latest BONUS call with Joe from California, who thankfully was sensing that something wasn’t quite right. This is a great call to learn from. If your gut is telling you something, get in touch with me!!