What is up with these crypto ETFs??? (& more 2023 trends)
So where’s the spot bitcoin ETF and what’s up with these crypto ETFs in general? Will the SPY lose its crown this year? Are semi-transparent
March 13, 2023
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Keep your clients far away from ESG investing – it’s a rip-off!
ESG sucks. In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to
February 13, 2023
Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial
January 9, 2023
This broker vs. financial advisor debate got ABSOLUTELY crazy!
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!
December 12, 2022
Should you die and go to hell before selling an annuity?
Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? Is selling annuities to them the
November 14, 2022
What is the future of financial advisor fees?
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
October 10, 2022
Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically
September 26, 2022
Should you cancel your CFP designation? (heated debate!)
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.
September 12, 2022
A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?
In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and I debate whether or not direct indexing is worth it. Pull up a
August 15, 2022
Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)
I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” RUN
July 18, 2022
