The Financial Advocacy Podcast

There are five ways out of business. Do you know what they are? Can you exit your business with the maximum profit for you and your family?

We'll discuss how there are TWO U.S. Tax Codes, the difference between tax avoidance and tax evasion, tax incentives, and tax disincentives.

This is a popular RETIREMENT workshop held all over the country by various insurance agents and financial advisors. Learn the same information from us! Of course, if you want advice for your own situation, be sure to reach out to us.

How does Taxes and Government Spending affect the economy? Should we incorporate that information in our wealth & retirement planning?

What is the "Time value of money?" Where in finance does it say that to succeed financially, you have to lose 30-50% of your investment values every few years? We'll discuss all these things!

Hasn't life has changed over the last 30-40-50 years? Is planning for your retirement your employer's job? Join us as we tackle some of these areas!

What is the FAFSA? How is the Expected Family Contribution (now the Student Aid Index or SAI) calculated? This and more!

Sean Kanan's Ted Talk: How to be the Hero of your own story

https://www.youtube.com/watch?v=TNVUi-UWjc8

How does our government social insurance programs work? How do you become eligible, especially for retirement income? What estate documents do most people need to set up and at what ages?

What insurance do we need? Which are required by law? Which are required by lenders? What are some of these complex terms? Join us for a decent overview of insurance matters!

Credit reports and credit scores go beyond just lowering our costs to borrow. It can affect our ability to get a job and rent an apartment. Join us for an in-depth discussion on these areas!

Savings and budgeting is primarily about math. But money and wealth has far more emotions behind the way we make financial decisions. Join us with Kevin Fink, CFP as we combine financial expertise with mastery of Neuro-Linguistic Programming (NLP) to break free from financially limiting beliefs.

Is financial planning merely budgeting? What is REAL financial planning? Why bother with financial planning? We'll tackle this and much more in this episode!

Biden signed the Social Security Fairness Act into law on Sunday, Jan 5th, 2025 and we'll take an in-depth review of Senator Elizabeth Warren's report blasting annuity agents for conflicts of interest behind advice.

Two weeks ago, we discussed some year-end financial planning considerations. Today we welcome back Accountant and Advisor Brian Sommerfield to discuss year-end tax planning ideas!

Money and wealth decisions isn't just about math and it isn't just about our own comfort levels. If we're in long-term relationships, it impacts our spouses, especially if they're the "non-financial spouse."

December is not just about the holidays. Plenty of financial and tax opportunities to be considered before the end of the year!

While we love whole life insurance, it too is not without its possible misrepresentations! If there's anything that gets David Kinder all riled up, it's half-truths being promoted as fact!

Sometimes the 'sizzle' just doesn't measure up! Join us for a discussion on annuity sales messages!