Saturday, March 29, 2014

Vetting an advisor

There are conventional approaches for gathering background information to assist in the selection of a financial advisor, including broker check and the state insurance department. And many advisors are using social media, which can display valuable information on their personalities, their backgrounds and sometimes even their approaches to finances. But most consumers are looking for a broad knowledge base, access to a wide variety of products and honesty from their advisors. Consumer expert Tom Carolan talks about the key characteristics of selecting an advisor.

Saturday, March 22, 2014

The bucket list in retirement

There are three classes of money: Pre-tax dollars, after tax dollars and tax-free dollars. The distribution sequence can really stretch your retirement to generate more spendable income so you can afford your retirement bucket list. Online syndicated financial columnist and talk show host Steve Savant interviews nationally recognized retirement expert Curtis Cloke to talk about more spendable money in retirement.

Saturday, March 15, 2014

Business success by design - Nate Sachs

Whether you're selling a business to insiders like family members, co-owners and key employees, or to outside parties, you need to review your business exit strategy and plans for life after retirement. Special guest Nate Sachs has designed over 2,000 business exiting plans over the last four decades and is a nationally recognized business succession expert. Sachs is interviewed by Steve Savant, syndicated financial columnist and talk show host, on "Steve Savant's Money, the Name of the Game."

Saturday, March 8, 2014

How to vet an advisor

Vetting a financial advisor can be a daunting task. The vast majority of the saving and investing public doesn't know their own qualifications for their finances, much less the industry standards. Nationally recognized industry consultant Chuck Hollander walks you through some of the talking points involved in the selection process of a financial advisor on "Steve Savant's Money: the Name of the Game."

Saturday, March 1, 2014

The No. 1 Overlooked Employer Retirement Plan

The most popular employer sponsored retirement plan is a 401(k). But a 401(k) can be tax and cost inefficient with most plans funded by market-exposed products. A fully insured, defined benefit plan under 412(e)(3) can provide safety and low plan expenses, and it is more tax efficient. Nationally recognized 412(e)(3) expert Nick Paleveda, MBA, J.D., is interviewed by online talk show host and syndicated columnist Steve Savant. Nick explains why this plan may be a better deal than traditional 401(k)s.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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