Advertise on podcast: Sara Grillo

This podcast teaches financial advisors how to talk to CPAs so you can get a referral.

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard, the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. And that is […]

There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition.  Does he actually do this? How does he run his practice without going broke? What does low fee financial advice actually […]

Medicare may seem like a straightforward type of thing – it’s a government benefit that you just file for, right, how hard can it be? Well, not if you make mistakes. Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the […]

The following blog illustrates why is it so important to find the IRR of a policy, why you really should look at it, before you buy the policy.

The IRMAA, or Medicare income-related monthly adjustment amount, is a bit of a missed opportunity for many financial advisors. We’ve got special guests Dan McGrath and Paul Morrison with us today to talk about what you may be overlooking about IRMAA planning. For those of you who are new to my blog, my name is […]

It seems like there ain’t nothing more tread upon and abused than the fiduciary standard. So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not?  Is it, “meh, who cares”, or does it make a true difference? Let’s debate it! For those […]

Financial advisors are skeptical that you can actually get leads from social media. Well today I have a planner who has blown up his lead pipeline, in less than nine months. Today we’ll be talking to Thomas Kopelman, co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from […]

Not the premium – but the actual costs of the insurance policy. That’s what people think they grasp. When you pull back the curtain you see that insurance costs are often excessive – but the illustration will never tell you that! I’ve got some guests here who are ripping the veneer off the facade. Listen […]

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those […]