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Tom Clark, JD, LLC joins us today to discuss the 5500 and what Advisors can glean from it when attemtping to prospect for new or potential 401k clients. Tom is Of Counsel with The Wagner Law Group, voted one of the tope ERISA attorneys in the country and a frequent guest here.
Tom's practical insight and ongoing fidicuiary commentary make him sought after as a Speaker and Attorney.
None of the material presented here should be taken as legal advice. This is not a solicitatoin in any shape for legal services.
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.
Rebecca Hourihan, Chief Marketing Officer @ 401k Marketing joins me today for a light-hearted look at 401k marketing. How do you stand out in a crowded field of Advisors? What strategies should you employ to get noticed? Rebecca and I chat today to put a different spin on the often boring topic of marketing for Financial Advisors.
in Self Help
Many are neverous when they hear the word Investing, or competitive savings options after the economic boom of 2008. Understandly, many Americans trusted people to invest our hard earned money wisely but it was not. After the dust has settled since the scandal in 2008, many are still left wondering what options are available outside of their 401K. This call will help answer what a safe investment is and isn't, how the insurance companies are able to do it and if it's the right option for you and your family.
If you are looking to roll your 401K into another plan, this call is for you.
If you have money saved up and it's growing sloooow, this call is for you.
If you have come into some money like an inheritance, this call is truly for you.
Join me live and get your questions answered about this tax deferred plan that will help you build your account while elinimating the risk of loss.
You hear her every other Saturday night on the Green Egg Podcast but does anyone really know who she is? Join Aradia this Saturday as she waxes philosophical about music, life, and Paganism. Call in with music requests or share in conversation by calling (347) 857-3605 or join her in the chatroom. It'll be a night of music and learning with the Green Egg's Maiden.
in Real Estate
Mike Gazzola has funded his retirement tax free, using a self-directed IRA. This approach may not be for everyone and he highly recommends that you consult your accountant, attorney and investment advisor. However, if you determine that it is for you, amazing returns are possible using this device that is available under the Tax Code. Simply stated, you roll over your traditional IRA or old 401k-without penalty into a self-directed IRA. Then when you're ready to buy a piece of property for your retirement account, you notify the custodian of your new IRA. The custodian writes a check to the owner of the property and presto-your IRA now owns the property. When you go to sell the property, the process is the reverse, the buyer now makes payment directly to your IRA custodian and all profits go back into your IRA. If you're receiving monthly rental payments, they also go right back into your IRA allowing you to make even more investments. This strategy might not be for everyone and there are pitfalls that you must become aware of, but if you decide it's for you, the rewards can be enormous.
For More Info Go to TeachMeMike.com
Rowena always knew she would become a writer. Between the ages of 6 and 10, she became a prolific writer -- crafting extensions and expanded versions of Greek (Homeric) sagas & myths into short stories, which brought new characters and events to life. My first literary publishing was at the age of 13. She wrote two poems in a large school of the arts (High School & Jr. College) yearbook.
Her lifelong love of music and of singing lead her to embark upon the path of a singer and song writer. I Rowena is a member of ASCAP and has hundreds of songs published of which she wrote the lyrics and composed the music. She has been a staff songwriter for three Have been a staff songwriter for three different publishing companies in Memphis and Nashville, TN.
Rowena wrote a musical screen play - with both music and narration performed and recorded in New Orleans in 1967. Her accomplishments also include a ballet-operetta - "Alekzandr & Aloyosha" – narrated, performed, and recorded, as an audio book, and in illustrated book form, with extensive artwork by Carla Ray Langford. Neither of these have been "Signed" --- yet.
Rowena is also the maven and proprietor of an enchanting childcare run from her beautiful Victorian cottage in Nashville; which has been awarded with the highest of ratings.
She lives with her beloved husband of seventeen years - Joe Funderburk, in the greater Nashville area.
Through all the years, the Voices of the Stars spoke to her and inspired the first novel in the series "Voices of the Stars". She is currently engrossed in the creation of her second book in the series.
When Randle Patrick McMurphy (Jack Nicholson) gets transferred for evaluation from a prison farm to a mental institution, he assumes it will be a less restrictive environment. But the martinet Nurse Ratched (Louise Fletcher) runs the psychiatric ward with an iron fist, keeping her patients cowed through abuse, medication and sessions of electroconvulsive therapy. The battle of wills between the rebellious McMurphy and the inflexible Ratched soon affects all the ward's patients.
SEASON 2 PREMIER TODAY 8:30-9am
When y'all are on ya way to the parades, call in and listen to the gossip or speak LIVE to the host and other guests.
Tomorrow's guest is Mr. Wilbert Carmouche with Avoyelles Commission on Tourism. He is going to tell us how to "Pacque" some eggs at Easter and he will take us to Bordelonville for the Cake Festival.
Call in to the gossip table and chat with us LIVE on our SEASON 2 PREMIER SATURDAY FEB 6th 8:30-9am
The title of this sermon is mathematically INCORRECT as we ALL know the same equation: 1+1=2 however in the context of Scripture and the WORD OF GOD we must perceive and embrace the fact that indeed ONE PLUS ONE EQUALS ONE! And this is ONE of those perplexing riddles and mysteries that we need to fully comprehend and UNDERSTAND! Just like the age old question: "Which came FIRST, the CHICKEN or the EGG?" Well the obvious answer to that one as scientists have recently concluded is "THE CHICKEN" You see GOD created the chicken, that is to say the hen and the rooster so that by their sexual union the egg would be formed INSIDE THE CHICKEN!
The subject I bring you TODAY would surely be "THOUGHT PROVOKING", ASTONISHING, DUMBFOUNDING AND EXCITING INDEED!
So please sit tight and LISTEN AS I EXPLAIN!