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EXPERT FINANCIAL ADVICE

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MOST RECENT VIDEOS

TRADE OF THE WEEK - JAN 25, 2023

Sean Mclaughlin, Chief Options Strategist for All star Charts, presents the
options trade of the week.



ARE FAMILY ASSETS SUITABLE FOR RETIREMENT ACCOUNTS?

Are Family Assets Suitable for Retirement Accounts? Robert Klein of the
Retirement Income Center discusses whether family assets are suitable for
retirement accounts.



SOCIAL SECURITY'S DELAYED RETIREMENT CREDITS

Social Security's Delayed Retirement Credits: Alyson Dorosky, head of Social
Security Support at Lifeyield, discusses Social Security's delayed retirement
credits.



MONEY IN MINUTES - WHAT IS THE FAIR TAX PROPOSAL?

Jean-Luc Bourdon of Lucent Wealth discusses the Fair Tax proposal to eliminate
the IRS and create a national sales tax.



SOCIAL SECURITY SURVIVORS BENEFITS

What do widows need to know about claiming survivors benefits? Kurt Czarnowski a
renowned social security expert, explains.


GOALS BASED INVESTING

GOALS-BASED INVESTING: GARY BRIDGEMAN

Tony Davidow, CIMA and author of Goals-Based Investing interviews Gary
Bridgeman, CIMA about Diversity and Inclusion and his journey into financial
planning.



UNDERSTANDING ESG

Tony Davidow, CIMA and Author of Goals-Based Investing, interviews Margaret
Towle, PhD., CIMA, CPWA, FSA, RICP with Yakima River Partners about ESG. ESG
stands for Environmental, Social, and Governance. Investors are increasingly
applying these non-financial factors as part of their analysis to identify
material risks and growth opportunities in investing.



NEW PRICING MODELS FOR FINANCIAL ADVISORS

Tony Davidow, CIMA and author of Goals-Based Investing, discusses new pricing
models for Financial Advisors with Christine Gaze, CIMA, Founder and President
of Purpose Consulting Group



PRACTICAL APPLICATION OF BEHAVIORAL FINANCE FOR FINANCIAL ADVISORS

Tony Davidow, CIMA and author of Goals-Based Investing interviews John
Nersesian, CFP, CIMA, CPWA, CIS and Head of Advisor Education for PIMCO.



ULTRA HIGH NET WORTH INVESTORS NEEDS

Tony Davidow, CIMA and author of Goals-Based Investing, discusses the issues and
opportunities of ultra high net worth families with Jamie McLaughlin, CEO at J.
H. McLaughlin & Co.


DIVORCE

HOW HIDDEN ASSETS CAN BE FOUND

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains
how spouses going through a divorce can discover and value various hidden
marital assets, such as non-qualified deferred compensation plans and stock
options.



A SOCIAL SECURITY SECRET: BENEFITS FOR DIVORCED SPOUSES

Alyson Dorosky, Head of Social Security Support at LifeYield, explains how
divorced spouses can receive Social Security benefits.



WHAT SAME-SEX COUPLES NEED TO KNOW ABOUT DIVORCE

Ryne Vickery, CFP with Buckingham Strategic Wealth, discusses what same-sex
couples need to know about divorce, including complications related to child
custody issues.



WOMEN, DIVORCE AND RETIREMENT

A broken divorce system puts women's retirement at risk. Financial experts
Bonnie Sewell and Michelle Petrowski explain the risks and the solutions.



DIVORCE OR SEPARATION AND RETIREMENT

The problems divorce or separation can create for both parties in retirement and
how to manage those risks.


MORTGAGES

SHOULD I CASH OUT MY IRA TO PAY OFF MY MORTGAGE?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains
the pros and cons of cashing out an IRA to pay off a mortgage.



INSURE SEQUENCE OF RETURNS RISK WITH A HECM MORTGAGE

Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns
Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a
type of reverse mortgage that is insured by the Federal Housing Administration
(FHA).



REVERSE MORTGAGES

Robert Klein, CPA from Retirement Income Center discusses the difference between
a HECM (home equity conversion mortgage) and a HELOC (home equity line of
credit).



MORTGAGE STRATEGIES FOR BUYING A HOME

Understanding mortgage options for buying or refinancing a home with Jeffrey
Levine, CPA/PFS from Buckingham Wealth Partners.


REVERSE MORTGAGES

INSURE SEQUENCE OF RETURNS RISK WITH A HECM MORTGAGE

Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns
Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a
type of reverse mortgage that is insured by the Federal Housing Administration
(FHA).



REVERSE MORTGAGES

Robert Klein, CPA from Retirement Income Center discusses the difference between
a HECM (home equity conversion mortgage) and a HELOC (home equity line of
credit).


SAVING FOR COLLEGE

PSLF WAIVER AND STUDENT LOAN FORGIVENESS

Mer Brown meets with Becca Craig to discuss the limited PSLF Waiver and Student
Loan Forgiveness.



SAVING FOR A CHILD'S FUTURE

Amy Shepard CFP RMA with Sensible Money discusses how to save for your child's
or grand child's future, including saving for college, savings accounts, 529
plans, UGMA's, UTMA's, etc.



COLLEGE FUNDING OPTIONS - PARENT PLUS LOANS

Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid
options for college funding including Parent Plus Loans.


SUSTAINABLE INVESTING

UNDERSTANDING ESG

Tony Davidow, CIMA and Author of Goals-Based Investing, interviews Margaret
Towle, PhD., CIMA, CPWA, FSA, RICP with Yakima River Partners about ESG. ESG
stands for Environmental, Social, and Governance. Investors are increasingly
applying these non-financial factors as part of their analysis to identify
material risks and growth opportunities in investing.



SUSTAINABLE INVESTING - TAKING THE LEAD ON EDUCATION AND IMPLEMENTATION

One of the biggest trends across the financial services industry has been the
growth of sustainable investing, in both the number of products and the asset
growth over the past couple of years, according to Tony Davidow, CIMA, author of
Goals-based Investing.


ASK PROFESSOR MILLIGAN

WHAT IS A YIELD CURVE? RECESSIONS LEADING INDICATOR

In this episode of Ask The Professor, Professor Milligan explains Yield Curves
and how understanding them can help you predict when a recession will occur.



ASK PROFESSOR MILLIGAN: WHAT IS A BOND?

Professor Milligan discusses bonds, including treasury bonds, corporate bonds,
municipal bonds, yields, safety and tax ramifications.



ASK PROFESSOR MILLIGAN: WHAT IS A SHORT SALE?

In this episode of Ask Professor Milligan, Professor Milligan answers the
question: What is a Short Sale? Gamestop and AMC Theatres are reviewed.



ASK PROFESSOR MILLIGAN: WHERE TO FIND STOCK IDEAS

Professor Milligan shares his ideas for where he looks to find stocks.



ASK PROFESSOR MILLIGAN: EARNING SEASON

Professor Milligan answers the question: What is earning season and why should
you care?


TAX PLANNING

MONEY IN MINUTES - WHAT IS THE FAIR TAX PROPOSAL?

Jean-Luc Bourdon of Lucent Wealth discusses the Fair Tax proposal to eliminate
the IRS and create a national sales tax.



FOUR YEAR-END TAX PLANNING STRATEGIES

Philip Herzberg presents 4 year end tax planning strategies.



TAX PLANNING IN RETIREMENT

Tax Planning in Retirement: Beau Kemp shares some strategies for tax planning as
part of your retirement plan.



IRS NOTICE 2022-53: WHAT YOU NEED TO KNOW

Denise Appleby from Appleby Retirement Consulting discusses IRS Notice 2022-53
and how it effects distributions for designated beneficiaries.



INTRODUCTION TO CHARITABLE GIVING

In this webinar, John Nersesian, the head of adviser education at PIMCO, details
everything you need to know about charitable giving: what to give; who to give
to; when to give; and how to give.


LEVEL UP WITH LEE

LEVEL UP WITH LEE - THE FOUR MONEY BEARS

Lee Baker talks with Mac Gardner, founder and CEO or FinLit Tech and author of
The Four Money Bears, about financial education and teaching children about
money.



LEVEL UP WITH LEE - HOW TO INCREASE YOUR CREDIT SCORE

Lee Baker, host of Level Up with Lee, talks with Luis Rosa, the founder of Build
A Better Financial Future and host of On My Way to Wealth podcasts about
applying for credit cards, using credit and debt appropriately, and building a
good credit score.



LEVEL UP WITH LEE - FIXING THE RACIAL WEALTH GAP

Lee Baker welcomes Rodney Brooks, journalist and author of Fixing the Racial
Wealth Gap, to the show.



LEVEL UP WITH LEE - DEALING WITH GRIEF

Lee Baker welcomes Jinnie Lee Schmid with Change Navigators to the show. Jinnie
shares her expertise on grief recovery



LEVEL UP WITH LEE: BUYING REAL ESTATE

Lee Baker welcomes real estate professional Franmicka Ford of The Ford Group to
the show. Franmicka offers some advice on buying real estate.


INSURANCE

SHOULD YOU DITCH YOUR LONG TERM CARE INSURANCE?

Should You Ditch Your Long Term Care (LTC) Insurance? Lynne Giacobbe from Kendal
at Home discusses long term care insurance and life care at home programs.



YEAR-END TAX MATTERS AND HEALTH INSURANCE

Jae Oh, CFP author of Maximize Your Medicare, reviews year end tax planning and
health insurance



INDIVIDUAL HEALTH INSURANCE DEADLINE IS JAN 15

Jae Oh, CFP author of "Maximize Your Medicare" discusses deadlines and
extensions for health insurance.



LONG-TERM DISABILITY INSURANCE – DO YOU NEED IT?

Rob Ziliak from Buckingham Strategic Wealth discusses the benefits of long term
disability insurance with Ilana Gersten.



LIFE INSURANCE - WHEN SHOULD YOU GET IT?

Hannah Sammut discusses when you should think about getting life insurance with
Haley Tolitsky, CFP at Cooke Capital.


CRYPTOCURRENCY

THIS WEEK IN CRYPTO: DAN RAJU OF TRADIER

Dan Raju of Tradier discusses current developments in the world of
cryptocurrency. Tradier is a next generation brokerage solution provider that
powers one of the largest communities of active equity and options traders in
the market



THIS WEEK IN CRYPTO: TJ DUNHAM OF ARC

Ethereum merge, ARC, protecting yourself and your token, and more! TJ Dunham,
founder and CEO of ARC sits down with Robert Powell to talk about the latest in
the world of cryptocurrency.



THIS WEEK IN CRYPTO: ERIC CHEN, INJECTIVE LABS

Eric Chen, the CEO of Injective Labs, discusses his company's ecosystem and
recent events in the world of cryptocurrency.



THIS WEEK IN CRYPTO: WILL CAI, WILSHIRE PHOENIX

Will Cai, a co-founder and partner with Wilshire Phoenix, discuss his outlook
for cryptocurrencies and NFTs.



THIS WEEK IN CRYPTO - IVEST PLUS 6/22

Rance Masheck, the CEO and Co-founder of IVest Plus, and Chris Mercer, the Chief
Operating Officer at iVest Plus, discuss the company and its offerings.


MANAGING DEBT

HOW TO SPLIT EXPENSES WITH YOUR SIGNIFICANT OTHER

Taking the next step with your partner is an exciting time, but don’t do so
without talking about money first! Haley Tolitsky, CFP offers some advice on
conversations about money with your significant other.



UNDERSTANDING INFLATION

Beau Kemp CFP, RMA of Sensible Money explains inflation, core inflation and
excess inflation.



STRATEGIES TO ELIMINATE CREDIT CARD DEBT

Jeffrey Levine, CPA/PFS at Buckingham Wealth Partners - aka The Hammer -
discusses strategies to eliminate credit card debt including the snowball method
of paying off debt.



COLLEGE FUNDING OPTIONS - PARENT PLUS LOANS

Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid
options for college funding including Parent Plus Loans.



REFINANCING YOUR MORTGAGE

Dana Anspach, CFP, RMA with Sensible Money discusses what to consider when
evaluating whether or not to refinance your mortgage.


FINANCIAL PLANNING

MONEY IN MINUTES - WHAT IS THE FAIR TAX PROPOSAL?

Jean-Luc Bourdon of Lucent Wealth discusses the Fair Tax proposal to eliminate
the IRS and create a national sales tax.



HOW TO FIND A FINANCIAL ADVISER WHO'S RIGHT FOR YOU

Pam Krueger of Wealthramp.com describes when you might need an adviser and how
to find one who's right for you.



FOUR YEAR-END TAX PLANNING STRATEGIES

Philip Herzberg presents 4 year end tax planning strategies.



TAX PLANNING IN RETIREMENT

Tax Planning in Retirement: Beau Kemp shares some strategies for tax planning as
part of your retirement plan.



THE FPA PRO BONO PROGRAM: FREE FINANCIAL PLANNING

Dennis Moore, CFP and President of the Financial Planning Association (FPA) and
Kristin Pugh, CFP and Chair of the FPA Pro Bono Advisor Committee discuss free
(ProBono) planning services offered by the FPA.


ASK THE HAMMER

ASK THE HAMMER: TRUSTS

Jeffrey Levine, aka "The Hammer" answers questions about Trusts and transferring
assets.



ASK THE HAMMER : IRS RMD CHANGES TO THE 10 YEAR RULE

The Hammer reviews IRS RMD changes to the 10 year rule.



ASK THE HAMMER: CAN YOU TAKE RMD'S IN STOCKS OR BONDS?

The Hammer reviews options for RMDs (Required Minimum Distributions).



WHAT ARE THE RULES FOR CONTRIBUTING TO AN HSA IN THE YEAR IN WHICH YOU SIGN UP
FOR MEDICARE?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains
the complicated rules for contributing to an HSA (health savings account) in the
year in which you sign up for Medicare. A health savings account (HSA) is a
tax-advantaged medical savings account available to taxpayers in the United
States who are enrolled in a high-deductible health plan.



WHEN AM I ELIGIBLE FOR THE ZERO PERCENT CAPITAL GAINS TAX RATE?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains
how much you can make and still pay 0% in capital gains.


REAL ESTATE INVESTING

THE ROLE OF REAL ESTATE IN RETIREMENT PLANNING

Chuck Robinson, from Sensible Money, discusses the role of Real Estate in
Retirement Planning.



SHOULD I CASH OUT MY IRA TO PAY OFF MY MORTGAGE?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains
the pros and cons of cashing out an IRA to pay off a mortgage.



LEVEL UP WITH LEE: BUYING REAL ESTATE

Lee Baker welcomes real estate professional Franmicka Ford of The Ford Group to
the show. Franmicka offers some advice on buying real estate.



INSURE SEQUENCE OF RETURNS RISK WITH A HECM MORTGAGE

Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns
Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a
type of reverse mortgage that is insured by the Federal Housing Administration
(FHA).



REVERSE MORTGAGES

Robert Klein, CPA from Retirement Income Center discusses the difference between
a HECM (home equity conversion mortgage) and a HELOC (home equity line of
credit).


RETIREMENT PLANNING

ARE FAMILY ASSETS SUITABLE FOR RETIREMENT ACCOUNTS?

Are Family Assets Suitable for Retirement Accounts? Robert Klein of the
Retirement Income Center discusses whether family assets are suitable for
retirement accounts.



SOCIAL SECURITY'S DELAYED RETIREMENT CREDITS

Social Security's Delayed Retirement Credits: Alyson Dorosky, head of Social
Security Support at Lifeyield, discusses Social Security's delayed retirement
credits.



SOCIAL SECURITY SURVIVORS BENEFITS

What do widows need to know about claiming survivors benefits? Kurt Czarnowski a
renowned social security expert, explains.



WOMEN DIVORCE RETIREMENT: CREATING YOUR NEW PERSONAL FINANCE PLAN

Women Divorce Retirement: Creating Your New Personal Finance Plan. Panel
discussion featuring Rick Fingerman from Financial Planning Solutions, Katie
Marsden from Buckingham Strategic Wealth and Amy Shepard from Sensible Money.



ROLLING A 401K INTO AN IRA

Dana Anspach answers a common retirement question and discusses the pros and
cons of rolling a 401k into an IRA.


INVESTING

TRADE OF THE WEEK - JAN 25, 2023

Sean Mclaughlin, Chief Options Strategist for All star Charts, presents the
options trade of the week.



HOW TO PREPARE FOR YOUR FIRST RECESSION

Haley Tolitsky from Cooke Capital joins Mer Brown to discuss how to prepare for
a recession.



SHOULD I BUY STOCK IN MY EMPLOYER'S COMPETITORS?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains
the pros and cons of buying stock in your employer’s competitors.



INVESTING WHEN HEADLINES ARE CRAZY

Dana Anspach from Sensible Money discusses guiding principles for investing and
how to manage the latest news.



RECESSIONS AND YOUR INVESTMENTS

How will recessions impact your investments? Russ Gaiser from Buffalo-based The
Financial Guys, explains.


401K

ROLLING A 401K INTO AN IRA

Dana Anspach answers a common retirement question and discusses the pros and
cons of rolling a 401k into an IRA.



WHAT SHOULD YOU DO WITH YOUR 401(K) WHEN YOU RETIRE OR CHANGE JOBS?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains
what workers can do with their 401(k) when retiring or switching jobs.



ASK THE HAMMER: CAN OWNERS OF SOLO 401(K) ACCOUNTS DELAY TAKING RMDS PAST AGE
72?

Jeffrey Levine of Buckingham Wealth Partners explains whether owners of solo
401(k) accounts can delay taking required minimum distributions past age 72.



ASK THE HAMMER - CONVERTING TO A ROTH 401(K)

Jeffrey Levine CPA/PFS with Buckingham Wealth Partners, aka The Hammer describes
in plan conversions - converting from a regular 401(k) to a Roth 401(k) to
lessen the tax hit.



ASK THE HAMMER: 401(K) MATCHING

Jeffrey Levine CPA/PFS with Buckingham Wealth Partners, aka The Hammer discusses
401(k) matching, contribution limits and over contributing.


ESTATE PLANNING

EVERYONE NEEDS AN ESTATE PLAN

Haley Tolitsky, CFP with Cooke Capital, discusses the components of an estate
plan including wills, power of attorney, beneficiaries and other key elements of
an estate plan.



INHERITING YOUR SPOUSE'S IRA

Bill Harris from WH Cornerstone talks about his book "Inheriting Your Spouse's
IRA."



REDUCE CAPITAL GAINS TAX ON THE SALE OF A BUSINESS

Robert Klein, CPA with the Retirement Income Center discusses strategies for
small business owners to reduce capital gains tax.



ESTATE PLANNING - MAKING CHANGES DUE TO COVID

Martin Shenkman of Shenkman Law explains the changes to make to your estate plan
because of COVID-19.



ESTATE PLANNING - HEALTHCARE DOCUMENTS YOU NEED

Martin Shenkman of Shenkman Law describes the healthcare documents you need in
place for your estate plan -Living Will, Healthcare Proxy, HIPAA Release, DNR or
POLST, etc.


HEALTHCARE

FROM MEDICARE ADVANTAGE TO MEDICARE & MEDIGAP

Switching from Medicare Advantage to original Medicare and Medigap: Is it
possible to switch from Medicare Advantage to original Medicare with a Medigap
plan. The answer depends on a few things. Jae Oh, author of Maximize Your
Medicare, explains.



TRICARE FOR THOSE UNDER 65

Katy Votava, President of Goodcare explains TRICARE for people under the age of
65.



2022 YEAR END PLANNING OPPORTUNITIES

2022 Year End Planning Opportunities: Jae Oh, author of Maximize Your Medicare,
discusses 2022 Year End Planning Opportunities.



KAISER FAMILY FOUNDATION SURVEY ON MEDICARE ADVANTAGE

Findings from the Kaiser Family Foundation's survey on Medicare Advantage are
reviewed by Jae Oh, author of Maximize Your Medicare.



WHAT TO DO IF YOU MISS MEDICARES DECEMBER 7 DEADLINE

Jae Oh, author of Maximize Your Medicare, explains what to do if you miss
Medicare's December 7 deadline.


SAVING

SERIES I SAVINGS BONDS AND INTEREST RATES

Jeremy Keil from Keil Financial Partners discusses I Bond rates.



PSLF WAIVER AND STUDENT LOAN FORGIVENESS

Mer Brown meets with Becca Craig to discuss the limited PSLF Waiver and Student
Loan Forgiveness.



STEPS TO MAKE BEING A STAY-AT-HOME PARENT WORK

Amy Shepard, CFP, RMA with Sensible Money reviews the steps you need to make to
be a stay-at-home parent.



4 WAYS TO BOOST YOUR INCOME

Haley Tolitsky, CFP with Cooke Capital, joins Hannah Sammut to discuss four
effective ways to boost your income.



FINANCIAL FITNESS: A YOUNG COUPLES JOURNEY. EPISODE 1

Financial Fitness: A Young Couples Journey. Episode 1. Meet Elise, an athletic
trainer and social media influencer and Josh, a software engineer, planning
their wedding, making decisions about housing and beginning their life together.


ROTH IRAS

COLLEGE GUIDE TO OPENING A ROTH IRA

Nineteen year old Mer Brown shares her experience opening a Roth IRA.



CAN YOU CONVERT A TRADITIONAL IRA TO A ROTH IRA WITH NO EARNED INCOME?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains
whether you can convert a traditional IRA to a Roth IRA without having earned
income.



CAN YOU CONVERT YOUR RMD INTO A ROTH IRA?

Sarah Brenner, director of retirement education at Ed Slott and Co., explains
whether you can convert your RMD into a Roth IRA.



ASK THE HAMMER: WHAT ARE THE RMD RULES FOR BENEFICIARIES OF A ROTH IRA THAT
HOLDS RENTAL PROPERTY?

Jeffrey Levine of Buckingham Wealth Partners explains the RMD rules for
beneficiaries of a Roth IRA that holds an illiquid asset - rental property.



ASK THE HAMMER: CAN I CONTRIBUTE TO A ROTH IRA?

Jeffrey Levine CPA/PFS, aka The Hammer, discusses Roth conversions and Roth IRA
contribution limits


ANNUITIES

PUTTING RETIREMENT FUNDS INTO AN ANNUITY

Are annuities right for you? Dana Anspach discusses.



HOW TO TELL IF AN ANNUITY IS RIGHT FOR YOU





INSURANCE PRODUCTS - SUCH AS LIFE INSURANCE & ANNUITIES - CAN PROVIDE
TAX-ADVANTAGED INVESTMENT RETURNS

Michael Finke, a research fellow with the Alliance for Lifetime Income,
describes how annuities can provide tax-advantage investment returns.



SINGLE PREMIUM IMMEDIATE ANNUITIES AND LIFE INSURANCE IN YOUR FINANCIAL PLAN

Life insurance & annuities can be useful tools in retirement planning. Kent
Schmidgall, CFP with Buckingham Strategic Wealth discusses when to Use Single
Premium Immediate Annuities and Life Insurance in a Financial Plan.


LIFE INSURANCE

LIFE INSURANCE - WHEN SHOULD YOU GET IT?

Hannah Sammut discusses when you should think about getting life insurance with
Haley Tolitsky, CFP at Cooke Capital.



INSURANCE PRODUCTS - SUCH AS LIFE INSURANCE & ANNUITIES - CAN PROVIDE
TAX-ADVANTAGED INVESTMENT RETURNS

Michael Finke, a research fellow with the Alliance for Lifetime Income,
describes how annuities can provide tax-advantage investment returns.



CONVERTING TERM LIFE TO PERMANENT LIFE INSURANCE- ASK THE HAMMER

Should you convert your term life insurance to permanent life insurance? Jeffrey
Levine - aka The Hammer - describes scenarios where converting your term life
insurance policy to a permanent life insurance policy might be the best option.



ASK THE HAMMER - WHEN TO BUY LIFE INSURANCE

Jeffrey discusses permanent or term life insurance vs variable life insurance.



PERMANENT LIFE INSURANCE

Becca Craig, ABA, CFP from Buckingham Strategic Wealth discusses what to do with
your Permanent Life Insurance Policy in retirement.


WEDDING PLANNING

FINANCIAL FITNESS: A YOUNG COUPLES JOURNEY. EPISODE 1

Financial Fitness: A Young Couples Journey. Episode 1. Meet Elise, an athletic
trainer and social media influencer and Josh, a software engineer, planning
their wedding, making decisions about housing and beginning their life together.



ASK THE HAMMER - BUYING AN ENGAGEMENT RING

How much should you spend on an engagement ring?



WEDDING PLANNING AND BUDGETING

CJ Miller, CFP, RMA @ Sensible Money talks about wedding planning and budgeting
for your best wedding.


FINANCIAL AID

COLLEGE FUNDING OPTIONS - PARENT PLUS LOANS

Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid
options for college funding including Parent Plus Loans.



HOW TO HANDLE YOUR STUDENT LOANS AFTER GRADUATION




ASSET ALLOCATION

CHALLENGING MODERN PORTFOLIO THEORY

Aaron Filbeck CAIA, CFA, CIPM, FDP, Director of Global Content Development at
CAIA Association and Tony Davidow, author of Goals Based Investing explore the
limitations with Modern Portfolio Theory, the role & use of alternative
investments, advisor education, and goals-based investing among issues.



WHAT IS PORTFOLIO REBALANCING?

George Padula, CIO @ Modera Wealth Management, discusses the rebalancing process
and the benefits of portfolio rebalancing.



DIVERSIFICATION & COSTS MATTER FOR BONDS

With Bonds you want to be diversified too. Massi De Santis, Ph.D., CFP with
Desmo Wealth Advisors reviews how costs and diversification matter for Bond
Funds.



BEYOND DIVERSIFICATION - WHAT YOU NEED TO KNOW ABOUT ASSET ALLOCATION

Sébastien Page, CFA, Head of Global Multi-Asset at T. Rowe Price talks about his
book “Beyond Diversification: What Every Investor Needs to Know About Asset
Allocation”



HOW YOUR ASSET ALLOCATION RELATES TO YOUR AGE

Professor Zvi Bodie from Boston University discusses how your asset allocation
should be related to your age with Bob Powell, CFP, Co-founder of finStream.TV.


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