The Financial Advocacy Podcast

Business EN ↓ 48 episodes

Host David Kinder, RFC®, ChFC®, CLU® and co-hosts Michael Moffat and Curt Gibbs believe that the system is broken when it comes to traditional advice. We believe that traditional advice benefits the U.S. Government, Wall Street, and banks FAR more than the plan participants. Join us for many discussions to learn what we can come to know.

Author

The Financial Advocacy Podcast

Episodes

David McKnight and I discuss his latest book "The Guru Gap"! 07.11.2024 56:29

David McKnight and I discuss his latest book "The Guru Gap"! by David Kinder

EP 23 News Roundup: Ramsey On SSI, Trump On Caregiver Tax Credit, And An Insurance Agent Warning 07.11.2024 51:06

EP 23 News Roundup: Ramsey On SSI, Trump On Caregiver Tax Credit, And An Insurance Agent Warning by David Kinder

EP 22 Advocacy Spotlight With Author And Retirement Advisor Derek Nelson 07.11.2024 1:05:31

EP 22 Advocacy Spotlight With Author And Retirement Advisor Derek Nelson by David Kinder

EP 21 53% Of US Adults Say They'd Support Slicing SSI Benefits Of The Rich 15.10.2024 38:30

Join us as we discuss this article and more: https://moneywise.com/retirement/retirement/53-of-us-adults-say-theyd-support-slicing-the-social-security

EP 20 WSJ When Interest Rates Go Down, The Hucksters Spring Up - Tips To Avoid Getting Scammed! 08.10.2024 49:02

Discussion of recent social media posts and the WSJ article exposing it as a scam; Tips to avoid getting scammed!

EP 19 What Is A Secondary Market Annuity With Curt Gibbs And Nathaniel Pulsifer 01.10.2024 1:00:18

Join us as I am the student along with everyone else to learn what a secondary market annuity is, what makes it different from other annuity contracts, what's in it for the annuity purchaser, and what the risks are.

EP 18 Advocacy Spotlight With Accountant & Advisor Brian Sommerfield 20.09.2024 1:10:23

Meet veteran accountant and advisor Brian Sommerfield and how he advocates for his clients by consulting the tax code.

EP 17 Consumer Introduction To Medicare With Michael Moffat 13.09.2024 1:14:53

Michael Moffat gives a consumer introduction and overview to Medicare.

EP 16 Advocacy Spotlight With Mortgage Broker Steve Smither 07.09.2024 1:02:49

Steve Smither is an experienced independent mortgage broker in Illinois serving a variety of customers with their mortgage needs!

EP 14 Fiduciary - You Keep Using That Word. I Don't Think It Means What You Think It Means 16.08.2024 1:03:50

A discussion about how Best Interest is NOT the same as "Fiduciary" and why being a "Fiduciary" isn't all that it's cracked up to be!

EP 13 Trump Tax Promises And $35 TRILLION National Debt Discussion With Tom Hegna 06.08.2024 43:08

Special guest: Fox Business TV Host, PBS presenter, author and economist Tom Hegna joins us to discuss economic events including the National Debt at $35 trillion and the presidential election.

EP 12 Consumer Advisory Bulletin On MLM Insurance And Financial Services 26.07.2024 1:09:34

Do all organizations and agents/advisors all do the same things? What are their motivations? What is their business model? If compensation drives behavior, what is it driving toward?

EP 11 Six Questions No One Else Can Answer 19.07.2024 51:55

Six questions to ponder when considering your financial and retirement planning.

EP 10 What Terrifies Retirees And Pre-Retirees 12.07.2024 50:46

Does your advisor just tell you to just stay invested and stay the course? Does that advice help you or them?

EP 9 Retirement Vs Education: You Can't Borrow For Retirement: Myth Or Fact? 05.07.2024 48:38

EP 9 Retirement Vs Education: You Can't Borrow For Retirement: Myth Or Fact? by David Kinder

EP 8 A CPA Asked These 6 Questions About Life Insurance 21.06.2024 1:00:31

EP 8 A CPA Asked These 6 Questions About Life Insurance by David Kinder

EP 7 Uninterrupted Compound Interest 14.06.2024 55:19

Do you think the Government has figured out Einstein's 8th wonder of the world?

EP 6 Will Your Roth Keep On Rothin'? 07.06.2024 57:34

A discussion about the Roth IRA, 401(k), their creation, current tax code, and a prediction for the future.

EP 5 How Qualified Are IRS Qualified Plans For You 31.05.2024 57:43

An initial discussion on the terms, conditions, and tax traps of IRS qualified plans. IRS spreadsheet historical tax tables since 1913: https://www.irs.gov/statistics/soi-tax-stats-historical-table-23 For more information on us, visit: https://www. FinancialAdvocacyPodcast.com

EP 4: 15-Year Mortgages: The Math Ain't Mathin' 24.05.2024 1:01:53

Today we'll be discussing the common "advice" of the 15 year mortgage, best case scenarios, worst case scenarios, PMI, tax-deductions vs tax-postponement, protecting the home for the family, and mortgage protection simplified issue life insurance contracts.

EP3 WSJ Advisor Conflicts Of Interests with Fee-based Advisors And Fiduciary Duty 16.05.2024 1:04:39

Today's podcast episode, we discuss the Wall Street Journal article about conflicts of interests that advisors don't want you to know about. https://www.msn.com/en-us/money/personalfinance/your-financial-adviser-doesn-t-want-you-to-know-about-these-conflicts/ar-BB1l3Ouy

EP 2 The Dave Ramsey 12% Mutual Fund... IT EXISTS!!! 10.05.2024 50:02

We dive deeper into Dave Ramsey's 12% mutual fund!

The Financial Advocacy Podcast EP 1 Consumer Advisory Bulletin On Indexed Universal Life Insurance 03.05.2024 1:27:48

Episode one: advocating for the consumer regarding IUL and the issues to be aware of in your policy!