Episodi

  • What consumers should know about financial planning software

    What consumers should know about financial planning software
    Dec 30 2020
    In our app-driven world, consumers have been flocking to simulation software that purports to help them predict the growth of their savings and/or how long their money may last. In this episode, we raise awareness of the flaws, limitations, and internal assumptions inherent in even the most sophisticated financial planning applications.
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  • Encore J.R.'s "Good Trouble"

    Encore J.R.'s "Good Trouble"
    Dec 23 2020
    In this episode, J.R. explains the origins of his passion for consumer protection in personal finance and the reason for his 20-year Quixotic crusade against the Certified Financial Planner Board of Standards.
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  • Dirty Business

    Dirty Business
    Dec 16 2020
    In this episode, J.R. shares his two cents on the unseemly relationship between the insurance industry and the business of financial planning. His goal is to raise consumer awareness of the conflicts of interest that arise from the sale of complex products that are sold with opaque undisclosed commissions and to educate consumers about ethical challenges insurance products present to even the most ethical financial planners.
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  • Potluck

    Potluck
    Dec 9 2020
    This week's episode covers a smorgasbord of planning topics. J.R. begins with timely year-end tax planning concepts for this most unusual year. In the second segment, he discusses developments in the retirement planning software space and shares his two cents about the merits and limitations of retirement simulation apps. In the third segment, J.R. will talk story with Jessica about some of his more memorable financial planning adventures. Tune in to a personal finance talk show unlike any other.
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  • Financial Planning as a Treasure Hunt

    Financial Planning as a Treasure Hunt
    Dec 2 2020
    This episode continues the theme advanced in Episode 8 (Financial Planning Done Right) that addressing the non-investment elements of financial planning is every bit as important as portfolio management. J.R. continues to hammer this point home using real-life examples pertaining to social security optimization, qualified retirement plans, employee benefits, and asset registrations/beneficiary designations.
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  • Financial Planning Done Right

    Financial Planning Done Right
    Nov 25 2020
    In this episode, host J.R. Robinson lays out a blueprint for creating a comprehensive evergreen financial plan. The discussion dispels popular misconceptions about what a financial plan is and takes a deep dive into the important non-investment related elements of financial planning replete with tales of mistakes and oversights he has caught over the years. The episode concludes with a discussion of some of the important financial planning elements and considerations relating to portfolio management. (Hint: there is much more to it than just investment selection.)
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  • J.R.'s "Good Trouble"

    J.R.'s "Good Trouble"
    Nov 18 2020
    In this episode, J.R. explains the origins of his passion for consumer protection in personal finance and the reason for his 20-year Quixotic crusade against the Certified Financial Planner Board of Standards.
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    1 ora
  • Time to re-think tax planning in portfolio management?

    Time to re-think tax planning in portfolio management?
    Nov 11 2020
    In the wake of a number of new federal tax laws and the elections, it is a great time to revisit whether the planning strategies of the past still add value and take stock of recent tax law changes. As always, J.R. brings a fresh perspective and new ideas to an otherwise arcane topic.
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