Skip to content
PodParley

June 7, 2012

2,814 podcast episodes

← Back to June 2012

Showing 801–850 of 2,814, newest first

8-8 Describe the features of guaranteed living and guaranteed death benefits offered in variable annuity contracts.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 4:38

8-9 Compare and contrast the value of investing in variable deferred annuities versus mutual funds.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:59

New Believer's Class Lesson 2 - The Upload: Communication From You to God

New Hope Legacy in Kailua Kona, Hawaii

June 7, 2012 34:59

7-0 Overview

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:14

7-1 Describe the most common risk-return paradigm for managing a retirement portfolio.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 4:56

7-2 Discuss the issues associated with determining an appropriate asset allocation, withdrawal rate, and probability of failure for a retirement portfolio.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 6:57

7-3 Identify the optimal harvesting sequence.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:47

7-4 Identify ways to sell a client on a retirement portfolio allocation.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:57

7-5 Consider the practical issues of taking a monthly withdrawal and computing an inflation factor in order to determine inflation adjusted withdrawals.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:35

7-6 Understand the RIS quotient method of determinging the clent's decumulation rate and its implications for retirement planning

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:25

6-0 Overview

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:11

6-1 Understand the basic concepts of modern portfolio theory and the implications for accumulation portfolios.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:30

6-2 Explain some of the factors that influence a client's perception of risk in a retirement portfolio.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:27

6-3 Show the relationship between human capital and financial assets and how this relationship affects portfolio diversification and security selection.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:22

6-4 Describe the concept of time diversification, and why it is so often misunderstood and misapplied.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:39

6-5 Distinguish between the concepts of strategic and tactical asset allocation; identify the optimal timing of contributions and portfolio adjustments.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:33

6-6 Discuss a variety of issues dealing with the development ofrecommendations and management....

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 4:22

6-7 Describe the issues related to the client's paying off or not paying off his or her mortgage as part of the retirement portfolio.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:01

DEBATE TOROS SI TOROS NO

Podcast PVRADIO

June 7, 2012 33:13

BONUS: 14-Year-Old Jillian Makes an Impact at Her School

Right to Life Radio

June 7, 2012 11:40

Las Crónicas Zatianas 07-06-2012

Podcast Persianes Ràdio Gavà

June 7, 2012 54:58

5-0 Overview

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:32

5-1 Identify and explain the factors that need to be considered when choosing an inflation assumption for a client.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:39

5-2 Discuss the factors that must be considered when estimating a client's retirement age.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:54

5-3 Identify and explain the factors that must be considered when projecting a client's longevity, and describe two ways in which a planner can hedge his or her prediction.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:30

5-4 Discuss the proper replacement ratio that should be chosen for a client by examining (a) the justification for a replacement ratio of less than 100 percent, (b) the expense method, and (c) the spending patterns of the elderly.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 4:30

5-5 Discuss the tax, investment, and step-up assumptions that should be considered in a retirement needs analysis.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:00

5-6 Explain the five-step approach that underlies many computer models used to calculate retirement needs.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:47

5-7 Calculate the retirement need using a shorthand formula.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:30

5-8 Calculate the retirement need using a consumer worksheet.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:34

5-9 Identify some considerations when selecting and using retirement planning software.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:59

5-10 Understand the advantages of the age model of calculating retirement income

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:53

Ep 141 - Primal

Enough - The Podcast

June 7, 2012 38:34

07/06/12 - Entre Dos Aguas

Entre dos Aguas

June 7, 2012 1:59:59

027 Los 30 de RA 07-06-2012

Podcast Los 30 de RA

June 7, 2012 50:32

4-0 Overview

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:17

4-1 Describe the retirement planning objectives that are satisfied by salary reduction plans, supplemental executive retirement plans, and executive bonus life insurance plans.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:27

4-2 Identify the various retirement and tax planning strategies available if a client has an executive incentive or bonus plan.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:56

4-3 Describe the contribution limits that apply to IRAs and Roth IRAs.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:08

4-4 Determine who is eligible to make deductible and nondeductible IRA contributions.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 5:00

4-5 Determine who is eligible to make a Roth IRA contribution and when a Roth IRA conversion is allowed.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 2:20

4-6 Describe the IRA funding vehicles and the types of investments that are allowed.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 5:29

4-7 Discuss appropriate uses of IRAs and Roth IRAs.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 3:12

Emisión Mundo Obrero Hoy 7 de junio de 2012. Sanidad para todos

Podcast de Mundo Obrero Hoy

June 7, 2012 29:45

El Autobús Azul - ESPECIAL 100 PROGRAMAS - 07 (resumen)

Podcast El Autobús Azul

June 7, 2012 52:30

3-0 Overview

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 1:41

3-1 Briefly describe the coverage, nondiscrimination in benefits, and vesting rules that apply to qualified retirement plans.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 5:50

3-2 Explain the differences between pension plans and profit-sharing plans, and the difference between defined-benefit and defined-contribution plans.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 4:34

3-6 Review the reasons why a small business owner would choose one type of retirement plan over others.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 4:19

3-7 Describe the resources available to the retirement planner that relate to the client's qualified plan.

HS 352 Audio: Financial Decisions for Retirement

June 7, 2012 0:59