Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast well expose the truth! Listen to this if you are a financial advisors or consumer who wants to see

It seems like everyone from the Senate Banking Committee to Reddit forums, everyone is buzzing about crypto this and crypto that. Today were gonna WAKA WAKA BREAK IT DOWN to the question, Is crypto

So wheres the spot bitcoin ETF and whats up with these crypto ETFs in general? Will the SPY lose its crown this year? Are semi-transparent ETFs are raw deal? This episode were going to be talking a

ESG sucks. In this podcast were going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to earn higher fees off unsuspecting people who mean well. Dont let your clients

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Heres the triumph of virtue that financial planning transparency will (FINALLY) br

This debate went psycho at times. Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! This discussion was not censored but may

Given the sorry state of Americas finances, how are average households going to address income sustainability over 3+ decades? Is selling annuities to them the answer? Lets talk about it. In toda

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. We talk about what the value of a financial advisor is going to be in the future, what

In Part Two of our two part series on the CFP Board, the heated debate continues. Well discuss these questions: The CFP Board has specifically stated that it wants the CFP mark to be a requirement f

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP certificants, as pe