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Episode Show Notes

1607, 2020

Ep 6: What to Know About Current Mortgage Rates

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Interest rates currently sit at historic lows and it’s forced a lot of people to evaluate their current mortgage or think hard about adding a new one. Chris Jensen of The Jensen Group and CrossCountry Mortgage joins the show to give us the latest on real estate trends, refinancing information, and how long this opportunity might be around.

406, 2020

Ep 3: The Customer Isn’t Always Right

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You know the old expression about customer service, right? Well, when it comes to financial planning, the job of the advisor isn’t to agree with every decision the client wants to make. Sometimes we have to step in and help the client understand why an action might be ill-suited for their goals. Let’s look at a few examples of that on this episode.

2105, 2020

Ep 2: How to Generate Predictable Income

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A turbulent economy will push investors to find predictable income sources to help offset the volatility, but how many options are out there? The truth is many investments appear to be a guaranteed source of income but actually aren’t. Let’s identify things that people commonly confuse with predictable income and help identify options you can depend on.

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J. Mark Truttman: Published Author of

Retirement Roulette: Are You Putting Your Retirement Years at Risk?