PBS Television Ed Slott 2013 Retirement Rescue Show

Sat  March 2 2013, and Sat march 9th WOSU PBS television station in Ohio is broadcasting a great  financial show.  Unlike Suze Orman and  Dave Ramsey who have no professional training in Finance or Taxation or Retirement Planning. Ed Slott is a professional Certified Public Accountant (CPA) and a retirement expert. His Special is  running on Public Television which does not accept commercial advertising. He  does not sell  Financial products, Stocks, Bonds or Mutual Funds, Insurance or Annuity products. Because the show  airs on Public TV there are no advertisers like TD Ameritrade or other Securities Brokerage firms  as show sponsors, or advertisers and potential content influencers.  Just look at the  advertisers or show sponsors for the  Suze Ormon or Dave Ramsey shows.

Don't get me wrong, I like Suze  and  Dave. They do give a lot of good advice.  However I know that some of their messages are biased, probably unintentionally,  by their  Lack of Accounting, Financial Training or their commercial sponsorship relationships. They believe that the only life insurance anyone ever needs is  term life insurance. They are flat out wrong! Although some clients may never need any other form of insurance many clients need a combination of both and some clients may be better  served by purchasing a cash value product

Ed Slott  has no comericial sponsorship bias and  does not sell  Securities, Bonds, Mutual Funds, Insurance or Annuities. Ed recognizes and speaks favorably about the unique advantages found only  with Fixed Annuity products and Universal Life Insurance. He Loves Tax Free retirement  strategies.  He says "Move your money from Forever Taxed to accounts that are  Never Taxed." ROTH IRA's are one way to  accomplish this goal. 401 K Plan rollovers are a useful tool where you can pay some tax now to avoid much higher taxes later.

I  agree  with  his  strategies  and  can  help implement them for clients looking  to protect some or even most of  their assets  from taxation now and into  the  future. Another quote I loved  was " The only thing better than guaranteed income for life is guaranteed Tax Free income for life." Contact me if you  want help with the strategies needed to accomplish either or both of these strategies.

Where does Ben Bernanke invest his own personal assets

Ever wonder how the Federal Reserve Chairman chooses to invest his own money. In fact its a matter of public record. The bulk of his assets are invested in several annuity products with some mutual funds tossed in for good measure. I will say that he has spread his risk and some of the products are designed to eliminate market risk for at least a significant portion of his assets. About 1/3 of his assets are protected from market risk. Is there a lesson here for you and I?
I think there is! How can we help you reduce your risk and offer solid performance besides.

I wont go into detail abut what funds or which annuities. I do want to add this thought. He could have done better in his annuity selection to get better performance without an increase in risk. Of course, if Ben is interested I'd be more than happy to show him how!!