Enjoy some of our popular show archives! If you would like more information on our firm or on how to be a sponsor or guest on our show, please give us a call at (561) 210-7887. If you have a question you would like answered on our show, please email [email protected]
12/1/17 Topic: Decoding the Tax Policies. Guest: Kevin O ‘Leary on the markets, O ‘Shares, Beanstox and legacy planning.
11/17/17 Topic: Top 5 reasons to work with a fee-based advisor. Industry basics on hiring an advisor. Putting together an investment plan.
11/10/17 Topic: Investing. Guest: Jennifer Sommers, Realtor, Robin Sommers, Esq. on real estate basics, market outlook and what to look for when hiring a realtor.
10/20/17 Topic: IBM 50th Anniversary in Boca, Black Monday compared to today’s market, how to invest in a rising market. how to brace for a crash
9/29/17 Topic: Tax Policies. Guest: Dr. Micheal Finke PhD, CFP®, Dean at The American College on investing in today’s economy.
9/29/17 Guest: Professor from the American College, Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP® on retirement income planning.
9/22/17 Topic: Hiring an advisor. Guest: Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management on market outlook.
9/1/17 Topic: Financial tips after a hurricane. Guest: Ryan Detrick, CMT, VP, LPL Financial on market outlook
8/18/17 Topic: Retirement Basics. Guest: Barbara Shore, Attorney on Estate planning
8/11/17 Topic: Ulin on geopolitical risks of war, Policy risks in Washington, more.
7/14/17 Topic: Know your strategy. Guest: Tim Sanders, NY Times Best Selling Author
7/7/17 Topic: Investing. Guest: Attorney Chris Gagic on Estate planning
6.30.17 Topic: Behavioral finance, investing and interest rates. Guest: Steven Widder, Regional Director, Eaton Vance
6.23.17 Topic: Investing for the long run: Guest: Dick Marston, Finance Professor, Wharton, U Penn.
6.9.17 Topic: Trump dump, Sell in May, Dalbar Study. Guest: Aaron Gillman, CFA, CIO IFP
6.2.17 Topic: Fiduciary standard, behavioral finance, markets. Guest: Louis Navellier
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