Paul Auslander

,

#297 How Does Trump Win Affect Your Money?

,
JSminibrand1.png

We talk about President-elect Donald Trump and what it means to you and your money plus some financial planning advice with guest Paul Auslander.

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

Whew, what a week.  Trump beat Clinton.  Stocks tanked.  Trump spoke in the wee hours of Wednesday morning.  Stocks rallied.  And continued to rally throughout the week.  Which led to me being inundated with questions from readers/listeners/viewers, the most common one being, "what should I do with my retirement account?"  Yes, I have the answer...but come on now, it's not gonna be that easy...you'll have to listen to the show for the answer!

Now, as we near the end of 2016, it's a good time to take a crash course in financial planning.  Who better to teach it than Paul Auslander, Director of Financial Planning at ProVise Management Group.

For nearly 30 years Paul has been designing and implementing strategies for his clients with one goal in mind...to help them worry less about their financial futures.  While trying to help our listeners worry less, Paul touched on a variety of topics, including:

  • The implementation of the fiduciary standard for retirement accounts
  • Commission based products
  • Fee only planners
  • Likelihood of the Fed raising rates
  • Low return environment for 2017

A little bit of something for everyone!

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
,

#192 Why You Need a Fiduciary Advisor

,
JSminibrand1.png

Guest Paul Auslander the Director of Financial Planning at ProVise Management Group, LLC and the former FPA President and Chairman of the Board, joins the show to discuss why it is so important to hire a FIDUCIARY advisor--one who puts YOUR interests first!

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

Paul and I discussed the startling report from the The Financial Planning Coalition, which highlighted the fact that some financial service providers “are contributing to the confusion in the marketplace by identifying themselves as financial planners but not providing financial planning services.” If you want to read more about the report, check out my post "Investors are 'Confused and Harmed'".

We love guests, but we also love your calls. Melanie is a second-time caller, seeking additional advice on how to invest her husband's retirement money. E-mailer Lupe needed help getting started with investing, while Keith is trying to juggle the income tax impact of his 10 rental properties.

Thanks to Ben and Paul who weighed in on collecting Social Security on a former spouse and to Caroline, Beverly and Gail, who wrote in about my recent article "Estate Planning Checklists".

Jan and Debbie wrote in about their retirement accounts and Rich wanted to know about 2015 limits for Roth IRAs.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE