In this episode the relatable finance guys interview Will Beckham from NEA Insurance and discuss the various types of insurance available to individuals and families.
Engaging in estate planning is the best way to ensure your assets pass to your intended beneficiaries after death. The more detailed and specific language you use to draft your will, the better the chances that your wishes will be followed. However, consider what would happen if you drew up your will today, listing all […]
Special purpose acquisition companies, or SPACs, have garnered significant media and celebrity attention over the past few years, resulting in increased interest from investors. Amid more recent market turbulence, the Security and Exchange Commission (SEC) has stepped up its regulatory authority over these acquisition vehicles, urging investors to conduct thorough due diligence before investing their […]
In this episode the relatable finance guys interview Olga Ismail and Jessica Pendergraft about the unique needs of women and how they can protect their financial futures.
In this episode, the relatable finance guys share information on Evergrande Fortune Global 500, a large property developer in China that is in a serious cash crunch, and has significant amount of debt and liabilities due within the next year. Given the size of Evergrande and the amount of debt, some are concerned that should […]
At some point, every parent must consider the possibilities of what will happen should they pass away before their children are old enough to care for themselves. This concern can be significantly more daunting when it involves special-needs children who may never become fully capable of living independently and supporting themselves. For these families, it […]
The emotional rollercoaster individuals endure during and after a divorce can be debilitating. Equally devastating are the financial fallouts that can ensue from these life transitions. However, there is a ray of sunshine beyond the storm when women take a moment to assess the facts of their newly single life and rebuild a solid financial […]
In this episode, the relatable finance guys discuss the old saying “cash is king” in the context of a world of cryptocurrencies, historically low interest rates and global monetary easing. Securities-Based Line of Credit provided by Raymond James Bank.
Consolidation of service providers in the 401(k) market can pose a significant risk to plan sponsors with a fiduciary duty to act in the best interest of plan participants and their beneficiaries. Consequently, employers must stay abreast of industry changes and be prepared to take action, especially when a merger or acquisition results in a […]
In this episode, the relatable finance guys explain which tools are helpful for assessing the economy.
When second and third marriages result in the blending of two families, a complicated financial picture may emerge. Couples entering a second or third marriage bring with them ex-spouses, children from previous relationships and financial responsibilities, assets and liabilities that may carry deep emotional attachments. Addressing these delicate issues from the onset will help newly […]
In this episode the relatable finance guys talk to Broward County Vice Mayor Michael Udine about the importance of local government and local economic engines.
Novice investors often use the terms saving, investing and speculating interchangeably. However, there are significant differences between each of these approaches to wealth accumulation. Savvy investors will understand these distinctions and recognize when one strategy may be preferential to another. Saving The dictionary defines saving as preservation from danger or destruction. When applied to personal […]
In this episode the relatable finance guys share information about the various categories of stocks and indices.
In this episode the relatable finance guys talk to an executive with Miami’s Downtown Development Agency to learn about incentives for relocating businesses.