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Today Kevin Avent, CFP, AIF Managing Directory of Wealth Managment for Unified Trust joins me today. We will chat about the realites of in and out of plan options for IRA Rollovers. Kevin will discuss the challenges for both Advisors and Plan Sponsors when it comes to these situations.
Nothing in this podcast should be considered investment or tax advice.
In this great world we have been created to receive benefits after benefits as a human being. At what point and time do we stop, look , listen and respond in a charitable fashion? There is a pattern to be discussed and what a beautiful rewarding pattern it is. From being conceived in darkness, borne into another level of darkness, live in a level of darkness and evolve to a greater light having much respect for THE CAUSE OF IT ALL!!!
The Fourth Branch with host Debbie Carroll: CONTINUATION AND UPDATES of Unlimited Power of Guardians-ad Litem. 6 - 8 pm PST / 7 - 9 pm MST / 8 - 10 pm CST/ 9 - 11 pm EST. GUARDIANS-AD-LITEM have the power to replace the ability of blood relatives to determine what is best for their own family members. GALs continue to gain "privilege" over medical, financial, and other life decisions for your beloved children, teens, disabled, and elderly. Beware the appointment of a guardian-ad-litem, the attorney for the State, to represent the interests of your child in juvenile or divorce courts, or in alleged criminal cases or truancy cases, and of elderly in probate courts. Our featured guest will be Luanne Fleming who will be explaining the differences between guardianship and court appointment of guardians-ad-litem. YOU MUST EDUCATE YOURSELVES ABOUT THE POWER OF GALs. Online at http://www.blogtalkradio.com/truthemerges/2016/01/28/the-4th-branch-unlimited-power-of-guardians-ad-litem OR call our GUEST LINE (347)855-8301. press 1 if you want to join in the conversation.
Timothy Yee, President & Co-Founder of Green Retirement Inc.
How green is your investing? What do you know about the growing Divest-Invest movement gaining speed all over the country and moving millions of dollars? Will Social Security be there to sustain you in your golden years? So many great questions and Timothy Yee has so many great answers. His extensive experience in the financial services industry of more than 19 years includes being a Vice-President at Bank of America and Branch Manager, AVP, at T. Rowe Price. Timothy is an Accredited Investment Fiduciary and holds numerous FINRA registrations. He is happy and humbled to be the advisor for the retirement plans of Hog Island Oyster Company in San Francisco, Busboys and Poets in Washington, D.C., and SunCommon in Vermont, amongst others. Timothy has been quoted in various media including the New York Times, Fiduciary News, and The Fiscal Times. And now, we will have some fun learning as Timothy shares his knowledge with MGW listeners. This show made possible to do the generous support of The Chapman Automotive Group.
Don Trone, who is best known for leading the fiduciary movement for the past 25 years, has launched a new fiduciary designation in association with the Thunderbird School of Global Management (#1-ranked International MBA in the world). The new designation has been built to meet the challenges and opportunities that will emerge as the SEC and DOL release new regulations that will subject more professionals to a fiduciary standard. In addition, Don has just released a new book coauthored with Charles Lowenhaupt, Freedom from Wealth, which is based in part on the new global wealth management standards Don developed after the Bernie Madoff debacle.
About Don Trone... Don Trone, GFS™ is the CEO/Chief Ethos Officer for 3ethos and the founder of the new fiduciary designation, GFS™ (Global Fiduciary Strategist) which is associated with the Thunderbird School of Global Management. In 2007, Don took an eighteen month "sabbatical" to head the new established Institute for Leadership at the U.S. Coast Guard Academy. He is the principal founder of fi360 and the AIF and AIFA designations; has written more than a dozen books and publications on fiduciary responsibility; and is a former advisor to the U.S. DOL's ERISA Advisory Council.
Join Dr. Wayne Applewhite, Co-Founder of Just Leadership, LLC, Adjunct Professor for Boston University, and the host of “Affect!”, as he and Mr. James White, a Partner in the DC Law Firm of Marshall & White, grapple with the notion of Ethics, Integrity and Fiduciary Duty in the Global Arena.
If you are an entrepreneur, a business or an industry, planning to work internationally or globally (or are actually working in those environments currently), you will not want to miss this episode!
Danielle Park is concerned that Wall Street is completely unconcerned about their responsibilities as their clients' fiduciary. This puts them in the position of trust, which in the last several decades has been clearly unearned. What steps will they take to restore it? So far not much. The Obama administration was attempting to change this state of affairs and was met with near universal condemnation from Wall Street. What's going on here? Can Wall Street not exist without looting it's customers' accounts? Is their profit model based upon corruption? Something's got to give here.
It is vitally important to prepare for your potential incapacity by executing estate planning documents – including and especially a power of attorney for health care and a power of attorney for property. In this podcast with Heather Walser, find out everything you need to know about these documents, and how to choose the best agent for the job.
Kathleen (Kate) McBride, AIFA® joins me on the show today. We will discuss CEFEX Certficiation what it is, how to obtain it and how it can help a 401k Advisory Practice grow and retain retirement plan clients. Kate is the founder of Fiduciary Path, LLC, a CEFEX Analyst holds the Chair For the Committee for Fiduciary Standard.
To learn more about CEFEX Certification contact Kate here on LinkedIn https://www.linkedin.com/in/kathleen-mcbride-aifa®-ba739214
Eszylfie Taylor is Founder of the Taylor Method, President of Taylor Insurance & Financial Services, Top Ranked Financial Advisor, Agent, Broker, Entrepreneur and Keynote Speaker. With over thirteen years of experience in the financial industry, his focus is on building relationships, educating clients, and providing custom solutions that have allowed him to become one of the top advisors in the industry. He was most recently selected to speak at the Million Dollar Roundtable Conference in Louisiana.
Advisor Today Magazine named Eszylfie one of the TOP 4 Advisors Under 40 for this year.
He is featured in a host of media such as Authority Presswire, Business Newsmakers Radio, The Street, Fiduciary News and Advisor Today among others.
Simply put, at his young age, he is one of the top agent/advisors in the country.
He is founder of The Taylor Method, a sales training system that is in 4 parts taking you from The Approach, all the way to the Close.
Get ready for Eszylfie to provide his sales methodology and help you become better at finding your customers, and getting the sale, on the next episode of Revenue Chat with Tony DUrso.
=Get Easy Sales Procedures for you and your business contacts.=
in Self Help
On this show, Akhenaten S'L'M-Bey will share what a healing artist is and what we can all do together as a collective consciousness to help raise the vibration of humanity!
As a young teenager, Mr. Bey heard the message of Love and answered the call to minister hope and healing to the people. For nearly 42 years his message has been broadcasted globally through the air waves and in lectures. AKA "The Witch Doctor", Mr. Bey serves his community in a 30 year tenure at WRFG 89.9FM/Atlanta. Ministerial and fiduciary capabilities include: Truth & Transformation Ministries, Preamble More Trust and Morrish Science Temple of America.
Tune-in and become more Enlightened!!