Podcast: Play in new window | Download (Duration: 20:13 — 9.3MB)
Podcast: Play in new window | Download (Duration: 20:13 — 9.3MB)Subscribe: Email | RSS | MoreA Bad Annuity Sales Tale This is a actual story of Bad Annuity Sales Tale.A few months ago a client came to be and we discussed annuities. It turns out he been sold a bill of goods annuity which was … Read more
Podcast: Play in new window | Download (Duration: 0:52 — 468.0KB)
Podcast: Play in new window | Download (Duration: 0:52 — 468.0KB)Subscribe: Email | RSS | MoreSeries 7 Podcast: Trailer The Series 7 Podcast is a podcast for those who are preparing to take the FINRA Series 7 Exam and enter the Financial Services industry. In this podcast we share audio lessons to help you prepare … Read more
Podcast: Play in new window | Download (Duration: 21:41 — 10.0MB)
Podcast: Play in new window | Download (Duration: 21:41 — 10.0MB)Subscribe: Email | RSS | MoreBela Musits pt. 1 This is the first of several episodes covering my interview with Bela Musits. I decided to break up the interview into smaller segments to correspond with the average commuting time. I’ve enjoyed talking with Belo media … Read more