Phone:  (252) 240-2400

E-mail:  jerry@estateplanningctr.com

PostHeaderIcon Podcasts

We have an extensive library of exclusive Podcasts Available for our registered website users.  Here are the current podcasts available below:


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- "The Story of Portformulas" (21 minutes):  An introduction to formulaic investment strategies.

- "2008 Financial Crisis" (14 minutes):  A simple straight-forward analogy that makes sense of the 2008 financial system crisis.

- "Accumulation Vs. Distribution" (13 minutes):  Are you confident your assets will last as long as you do?

- "Arbitrage: Are You Utilizing It?" (18 minutes):  Are you utilizing financial arbitrage to your advantage?

- "Cost of Liquidity" (8 minutes):  Ways to put high "cost of liquidity" to work for you instead of the financial institution.

- "Pennies on the Dollar" (18 minutes):  Simply ways to protect your assets for your spouse and/or heirs for pennies on the dollar.

- "Re-Creating your Paycheck" (25 minutes):  Ways to tax efficiently re-create your own paycheck while in retirement.

- "Right Financial Tools:  Toolbox" (11 minutes):  Are you carrying the right financial tools inside your own personal financial tool box?

- "Specialty Tools" (10 minutes):  How to earmark your assets & use the best financial tool for the chore at hand.

- "Word Biased Decisions" (11 minutes):  Are you making "word biased" financial decisions?

- "Common Beneficiary Mistakes" (15 minutes):  Many of the most costly beneficiary designation mistakes to avoid.

- "Managing the Threat of Long-Term Care Costs" (27 minutes):  Why many retirees buy long term care insurance when they don't have to and why an asset based solution may be of benefit to them.


You need to be a registered user in order to access this content. Please login using the box on the right, or register for Free by clicking here.

 

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