Internet Radio Talk Show:
Investing and Financial Planning with Jordan Gary, CFP®
on business.voiceamerica.com
During 2005, Jordan was
the host of a weekly, hour long internet radio talk show. The show is called
Investing & Financial Planning with Jordan Gary, CFP®. The
talk show was broadcast by VoiceAmerica™ Business Network.
Jordan interviewed well-known investment managers, writers,
professors, and leaders in the financial planning profession. It was Jordan's
goal to provide truthful and insightful information in order to help listeners
make better financial decisions.
Instructions for Listening & Downloading:
You can listen to the archived shows by clicking their corresponding links below. To download a show, right click the download link and select "Save Target As...". After selecting the place you want the file to be saved, click "Save". Please contact us if you would
like to receive a copy of a show on CD.
If you would like to learn more about any of these or similar topics, then please contact us as we enjoy the feedback from our listeners.
Show Archives:
11-22-05 Asset Protection
11-15-05 Managing Your Money During Retirement
11-08-05 Investing for College Funding
11-01-05 Passive Investing: The Emperor Exposed?
10-25-05 Tactical Asset Allocation Revisited
10-18-05 Stretch-out Your Life Goals and Investment Goals
10-11-05 Annuities: Are they any good?
10-04-05 Do You Need a Living Trust?
09-27-05 Principles of Tactical Asset Allocation
09-20-05 How to Choose a 403b Retirement Program
09-13-05 What Difference does Working with a Christian Financial Planner Make?
09-06-05 Biblical Financial Principles
08-30-05 Investment Myths
08-23-05 "Do You Want a Financial Salesperson or a Trusted Advisor?"
08-16-05 Your Most Important Financial Questions
08-09-05 Investing & Gambling, Not the Same
08-02-05 Investing in Global Natural Resources
07-26-05 Are We in a Real Estate Bubble?
07-19-05 Common Personality Mistakes
07-12-05 How Much Should You Save for Retirement?
07-05-05 Living Will, Medical Power of Attorney & HIPAA Documents
Asset Protection
November 22, 2005
Jordan welcomes Russell Johnson, J.D., a business and estate planning attorney in Dallas, Texas. Russell shares how to protect your assets in the event of a lawsuit.
Listen
To save, right click on Save and then select "Save As".
Managing Your Money During Retirement
November 15, 2005
Jordan welcomes Paul Grangaard, CPA, a nationally-known and recognized speaker about managing money before and during retirement. Paul is also the author of a couple of books on these on these subjects including The Grangaard Strategy® - Invest Right During Retirement. Jordan and Paul will discuss how to manage finances during retirement.
Book Website: www.thegrangaardstrategy.com
Listen
To save, right click on Save and then select "Save As".
Investing for College Funding
November 8, 2005
Jordan welcomes Burton Baker, creator of InvestforCollege.com. Jordan and Burton discuss the different ways to save/invest for college and share which 529 plans are best.
Website Resource: www.InvestforCollege.com
Listen
To save, right click on Save and then select "Save As"
Passive Investing: The Emperor Exposed?
November 1, 2005
Jordan welcomes Christopher Carosa, CTFA (Certified Trust and Financial Adviser). Chris is the President of a SEC registered investment adviser, a mutual fund manager, teacher, and author of books and articles. The topic for this show is Chris' recent award-winning article Passive Investing: The Emperor Exposed? published in the October 2005 issue of the Journal of Financial Planning.
Article: www.fpanet.org/journal
Listen
To save, right click on Save and then select "Save As"
Tactical Asset Allocation Revisited
October 25, 2005
Jordan welcomes Byron Green, Jr., CFP®, President of Green Investment Management, Inc. Jordan and Byron will discuss tactical asset allocation and Green's method of managing conservative investment portfolios.
Listen
To save, right click on Save and then select "Save As"
Stretch-out Your Life Goals and Investment Goals
October 18, 2005
Jordan welcomes Ricky Grunden, CFP®, President and CEO of Grunden Financial Advisory, Inc. Financial planning not only helps establish a plan for your financial goals, but raises the issue of life goals. Jordan and Ricky share how a financial plan can also incorporate life goals, such as leaving a legacy or living as a positive example for your children.
Listen
To save, right click on Save and then select "Save As"
Annuities: Are they any good?
October 11, 2005
Jordan welcomes Dr. William Reichenstein, CFA, Professor of Finance at Baylor University. Jordan and Dr. Reichenstein explain the different types of annuities and when they are and are not appropriate.
Dr. Reichenstein has written more than eighty articles for professional and academic journals, co-authored Integrating Investments and the Tax Code, and is on the editorial board of several published journals. His work has been discussed in the Wall Street Journal, Barron's, Forbes, Smart Money, and elsewhere and he is frequently quoted in newspapers throughout this country.
Listen
To save, right click on Save and then select "Save As"
Do You Need a Living Trust?
October 4, 2005
Jordan shares when Living Trusts may be appropriate and when Living Trusts are an unnecessary expense.
Listen
To save, right click on Save and then select "Save As"
Principles of Tactical Asset Allocation
September 27, 2005
Jordan welcomes Dr. Victor Canto to introduce the principles of tactical asset allocation. Dr. Canto is Founder and Chairman of La Jolla Economics, an economic consulting firm located in La Jolla, California. Dr. Canto writes a weekly research article for many pension plans, investment managers, investment advisers, and U.S. and International Government Agencies.
Dr. Canto was a tenured Associate Professor of finance and business economics at the University of Southern California (USC). He has received degrees from the Massachusetts Institute of Technology (MIT) and the University of Chicago. Dr. Canto has authored, edited, or co-edited a number of books, including the landmark Foundations of Supply-Side Economics.
Listen
To save, right click on Save and then select "Save As"
How to Choose a 403b Retirement Program
September 20, 2005
Jordan welcomes Dan Otter, the author of Teach and Retire Rich and is also a co-creator of 403bwise.com, as well as a former educator. Jordan and Dan will discuss the pros and cons of tax advantaged retirement programs available to teachers and how teachers and others can choose.
Website Resource: 403bwise.com
Book Resource: Teach and Retire Rich by Dan Otter can be found at www.teachandretirerich.com
Listen
To save, right click on Save and then select "Save As"
What Difference does Working with a Christian Financial Planner Make?
September 13, 2005
Jordan welcomes Ron Blue to discuss this question: "What difference does working with a Christian Financial Planner make?" Ron Blue has authored many books and is the president of Christian Financial Professionals Network. Ron is a well-known writer, speaker, and financial planner with books such as the best-seller Master Your Money and his most recent book, Wealth To Last, co-authored by Larry Burkett.
Website Resource: www.cfpn.org
Listen
To save, right click on Save and then select "Save As"
Biblical Financial Principles
September 6, 2005
Jordan welcomes Dave Scobey, the National Seminar Liaison with Crown Financial Ministries and a retired Colonel from the U.S. Air Force. Crown Financial Ministries' mission is "Equipping people worldwide to learn, apply, and teach God's financial principles so they may know Christ more intimately, be free to serve Him, and help fund the Great Commission." Jordan and Dave will talk about biblical financial principles and ways to apply them.
Website Resource: www.crown.org
Listen
To save, right click on Save and then select "Save As"
Investment Myths
August 30, 2005
Jordan welcomes certified financial planner™ Paul Gire from Strategic Advisory Services, Inc. in Orinda, California. Jordan and Paul talk about commonly accepted investment theories that are just plain wrong. Among the myths exposed are -- missing the 10 best investment days ruins you long-term return and 92% of investment results come from asset allocation.
Contact Info: Email Paul (paul@strategicadvisory.com) to receive his free quarterly newsletters.
Listen
To save, right click on Save and then select "Save As"
"Do You Want a Financial Salesperson or a Trusted Advisor?"
August 23, 2005
Jordan welcomes Duane Thompson from the Financial Planning Association.
Jordan and Duane talk about the different financial professionals available
to individuals from which to seek advice. There are several different types
of financial salesperson and financial advisors that have very different responsibilities
and obligations to their clients. What are these and how do you choose which
is best for you?
Website Resource: Financial
Planning Association
Related Information: Financial Planning Association's learning brochure "Consumer Tips on Working with a Financial Advisor" and Jordan Gary's article "Do you Need a Salesperson, Advisor or Trusted Advisor?"
Listen
To save, right click on Save and then select "Save As"
If you are interested in more information about the resources mentioned in this show or in additional resources not mentioned, then please contact us.
Your Most Important Financial Questions
August 16, 2005
Jordan welcomes financial planner Oscar Jackson from our firm Investment and Asset Planning, LLC. Jordan and Oscar
talk about the most important questions facing investors such as: "How
many years do I need to keep working?", "How much do I need to save
for my kids education?", and "Is my business protected if my partner
dies?"
Listen
To save, right click on Save and then select "Save As"
Investing & Gambling, Not the Same
August 9, 2005
Jordan welcomes Bill Niles, CPA, a certified public accountant.
Many people want to invest but become gamblers instead and then end up loosing.
What is the difference between these two, and how can you invest with a high
probability of success and avoid gambling, which has a high likelihood of loosing?
Listen
To save, right click on Save and then select "Save As"
Investing in Global Natural Resources
August 2, 2005
Jordan welcomes Fred Sturm, CFA, the portfolio manager for the
highly rated Ivy Global Natural Resources Fund. Jordan and Fred talk about investing
in natural resources around the world. Is now the time to be investing in a
mutual fund like this? How does this further diversify a portfolio to reduce
its risk?
Listen
To save, right click on Save and then select "Save As"
Are We in a Real Estate Bubble?
July 26, 2005
Jordan welcomes David Stiff, a senior economist with Fiserv CSW,
Inc. CSW is a home price research company. David shares with our listeners the
current conditions of the real estate market and what affects a "bubble" could have on real estate owners.
Listen
To save, right click on Save and then select "Save As"
Common Personality Mistakes
July 19, 2005
Jordan welcomes Barbara O'Neill, Ph.D., CFP®, a professor at
Rutgers University. Barbara shares with our listeners the relationship between
personality traits that lead to unhealthy physical or emotional problems and
correlates those with the traits that lead to unhealthy financial decisions.
Website Resource: www.rce.rutgers.edu/money2000
Listen
To save, right click on Save and then select "Save As"
How Much Should You Save for Retirement?
July 12, 2005
Jordan welcomes Lionel Goldstein, CFP®, CPA, a recently retired
financial planner. Lionel shares with our listeners about how much to save for
retirement and what to expect when retirement actually comes to pass.
Listen
To save, right click on Save and then select "Save As"
Living Will, Medical Power of Attorney & HIPAA Documents
July 5, 2005
Jordan welcomes Russell Johnson, J.D., a lawyer specializing in
estate planning and business law. Russell shares with our listeners the importance,
as the Terri Schiavo case has emphasized, of having appropriate and up-to-date
legal documents that express your needs, wishes and beliefs.
Listen
To save, right click on Save and then select "Save As"
TOP
