May 21, 2015
From time to time, I receive questions from listeners about the equipment that I use to produce my show. I also get questions about the mistakes I've made and what I would do differently if I were to do it over again.
Today, I share the workflow that I use to create my show and some of the lessons I've learned in 200...
May 20, 2015
Today, we continue the life insurance series with the valuable background of whole life insurance. Exciting stuff!
This show is an introduction to the various product features and design ideas. We cover:
- Ordinary life insurance
- Limited pay life insurance
- Cash values
- Policy loans
- Nonforfeiture or Surrender...
May 19, 2015
I received a question from a listner which I decided to answer for you on today's show:
- Joshua: So, this is a "fun question" that everyone loves to fantasize about. I hope it will be fun for you to answer, but it could have a really boring answer, but I'm sure you'll surprise me somehow!
- What would you do if you won...
May 18, 2015
Today, I have a tightly focused show for you with a few key points from the CFP® Board curriculum. You will need this information on the CFP® Board exam and it will be useful for you as an individual.
First, I share with you how to choose between needing a 3-month emergency fund and a 6-month emergency fund.
Next, I...
May 15, 2015
Today, I'm cleaning out the voicemail inbox for my Friday Q&A show. Here are the questions for today:
- What strategies for student loan payoff did I forget last week?
- How do we help our young kids without enabling them?
- Thoughts on consolidating retirement accounts.
- What are the limits on retirement accounts for a...