Mon, 22 June 2015
I discuss what to look for when choosing a financial planner, Greece’s bailout proposal and what to expect with their EU exit, indexed universal life insurance policies, ESPP vs. RSU stocks and common factors in people who fail at retirement.
What to look out for when choosing a financial planner.
More news on Greece's proposal for another bailout and what to expect with their EU exit.
I take a listener's e-mail about indexed universal life insurance plans and if they're good for you.
A listener calls in and offers a counter point on indexed universal life insurance policies.
ESPP vs. RSU stocks
I look at how factors such as divorce, second homes and overspending early in life affect people who usually fail when it comes to retiring.
Don't forget to sign up for our seminar Thursday, July 30th at the Toll House Hotel in Los Gatos. Click HERE to register!
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.