Michael Kirsh, CFP, CLU, Senior Advisor at Kirsh Financial , joins hosts Herb Cohen and David Maola to discuss how he brings the “old school” ethics he learned from his father to work every day.
Monthly Archives: March 2021
29
Mar
Mar
Advice for Planning with Elderly Clients The senior population faces many challenges as they age, including financial, legal, and health issues. However, some of these risks can be mitigated by engaging in estate planning. In many cases, seniors will benefit greatly from the creation of a revocable trust and powers of attorney. For that planning […]
Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® We’ve been talking the last several weeks about tax-deferred vehicles like annuities including protected income. You’ve also learned how to turn tax-deferred into tax-free when it comes to planning for long-term care. Today, I’m going to bring it all together. It can seem like you’re being pulled in two […]
24
Mar
Mar
Bentley Heese, RICP, Retirement Income Consultant at Ash Brokerage, joins host Herb Cohen to discuss how the dedication and practice he put into his years playing alto saxophone prepared him for his career.
22
Mar
Mar
Life Insurance: Pressure on Policy Sustainability Most people in America—if not the world—bade 2020 good riddance as we moved into a more hopeful 2021 with the promise of vaccines for all. According to John Hopkins University of Medicine Coronavirus Resource Center, as of March 1, 2021, more than 400,000 Americans have died of the COVID-19 […]
Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Taxes are inevitable. And, given the increase in the national debt, a rise in taxes also seems inevitable. As a financial advisor, your concern is what this means for your clients and their plans. There are a lot of different things going on in Congress and we have a […]
15
Mar
Mar
Financial Gerontology: Lessons—Past, Present, and Future With the effects of the COVID-19 pandemic, and socioeconomic and political change continuing to reverberate, reflecting on the past and the future has become a frequent thought exercise. Such self-reflection can lead to new sensibility and insights about where we have come from, where we want to go, and […]
Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® It’s all about constant communication. Your prospects need to hear from you, often, to understand your value and trust you with their future. A constant, consistent message is essential. But it’s also a tall order. After all, you’re a financial advisor, not a full-time marketer. Most of us […]
10
Mar
Mar
Robert Flood, CLU, ChFC, MSFS, Principal at LC Advisor, joins hosts Herb Cohen and David Maola to discuss how the confidence he gained during childhood helps him in working with clients to manage their risk in retirement.
- 1
- 2