The Financial Advocacy Podcast

By: The Financial Advocacy Podcast
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  • Summary

  • 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.
    The Financial Advocacy Podcast
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Episodes
  • Season 2, Ep 2: Financial Literacy Series: Why Financial Literacy and Planning?

    Season 2, Ep 2: Financial Literacy Series: Why Financial Literacy and Planning?
    Jan 15 2025

    Is financial planning merely budgeting? What is REAL financial planning? Why bother with financial planning? We'll tackle this and much more in this episode!
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    59 mins
  • Season 2: EP1: End of WEP/GPO and rebuttal to Sen. Warren’s Attack against the Annuity Industry

    Season 2: EP1: End of WEP/GPO and rebuttal to Sen. Warren’s Attack against the Annuity Industry
    Jan 8 2025

    Biden signed the Social Security Fairness Act into law on Sunday, Jan 5th, 2025 and we'll take an in-depth review of Senator Elizabeth Warren's report blasting annuity agents for conflicts of interest behind advice.
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    1 hr and 28 mins
  • EP 28: Year-End Tax Planning Considerations with Accountant and Advisor Brian Sommerfield

    EP 28: Year-End Tax Planning Considerations with Accountant and Advisor Brian Sommerfield
    Dec 23 2024

    Two weeks ago, we discussed some year-end financial planning considerations. Today we welcome back Accountant and Advisor Brian Sommerfield to discuss year-end tax planning ideas!
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    1 hr and 5 mins

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