Razorback Retirement Radio's Podcast

John Bogle Part #2 - Razorback Retirement Radio - 12-8-2012

Richard & Derek LaFargue (Razorback Retirement Radio) — Sat, 08 Dec 2012 18:27:38 +0000

Special 'Ask The Financial Expert' Guest

John C. Bogle, 77, is Founder of The Vanguard Group, Inc., and President of Vanguard's Bogle Financial Markets Research Center. He created Vanguard in 1974 and served as Chairman and Chief Executive Officer until 1996 and Senior Chairman until 2000. He had been associated with a predecessor company since 1951, immediately following his graduation from Princeton University, magna cum laude in Economics. He is a graduate of Blair Academy, class of 1947.The Vanguard Group is one of the two largest mutual fund organizations in the world. Headquartered in Malvern, Pennsylvania, Vanguard comprises more than 120 mutual funds with current assets totaling $1 trillion. Vanguard 500 Index Fund, the largest fund in the group, was founded by Mr. Bogle in 1975. It was the first index mutual fund. The story of his life and career is told in John Bogle and the Vanguard Experiment: One Man's Quest to Transform the Mutual Fund Industry, by Robert Slater (1996).

In 2004, TIME magazine named Mr. Bogle as one of the world's 100 most powerful and influential people, and Institutional Investor presented him with its Lifetime Achievement Award. In 1999, Fortune designated him as one of the investment industry's four "Giants of the 20 th Century." In the same year, he received the Woodrow Wilson Award from Princeton University for "distinguished achievement in the Nation's service." In 1997, he was named one of the "Financial Leaders of the 20 th Century" in Leadership in Financial Services (Macmillan Press Ltd., 1997). In 1998, Mr. Bogle was presented the Award for Professional Excellence from the Association for Investment Management and Research, and in 1999 he was inducted into the Hall of Fame of the Fixed Income Analysts Society, Inc.

Mr. Bogle is a best-selling author. More than 500,000 copies of his four books have been purchased, beginning with Bogle on Mutual funds: New Perspectives for the Intelligent Investor (1993), Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor (1999), John Bogle on Investing: The First 50 Years (2000), and Character Counts: The Creation and Building of The Vanguard Group (2002). His fifth book, .Battle for the Soul of Capitalism, was published by Yale University Press in September 2005.

John Bogle Part #1 - Razorback Retirement Radio - 12-1-2012

Richard & Derek LaFargue (Razorback Retirement Radio) — Mon, 03 Dec 2012 03:23:53 +0000

Special 'Ask The Financial Expert' Guest

Rick Bueter - Razorback Retirement Radio - 11-24-2012

Richard & Derek LaFargue (Razorback Retirement Radio) — Mon, 03 Dec 2012 22:57:33 +0000

Special 'Ask The Financial Expert' Guest

For nearly 30 years, Rick Bueter was a Wall Street insider. He held all the licenses to buy and sell stocks bonds and mutual funds. During the last decade, he began to ask why traditional financial planning methods taught by Wall Street and other organizations were not working. He questioned America's 401k and IRA system of retirement, government regulators, and the influence of Wall Street on Congress. What he found was eye opening to say the least.

Through all his questions, he determined that retirement income security does not come from Wall Street. It never did. It comes from the other system of retirement, THEY don't want Americans to discover. The Insurance Company System of Retirement.

In his book, The Great Wall Street Retirement Scam, Rick documents all of his conclusions and thoughts. He explains why the Wall Street system of retirement could never deliver what Americans really need to achieve retirement income security. Why the typical Wall Street 401k and IRA sets the investor up for failure. He also explains the perverse politics of Wall Street and Congress keeping Americans from having the secure retirement solutions they need.

Although he is not a CPA, Rick has extensive expertise in income taxes as he was formerly a professional tax preparer himself. He is a graduate of the College for Financial Planning and has earned the CFP designation, however he no longer maintains it. He feels most designations are politically motivated, and do not serve the best interest of the public. He notes there were no adviser designations protecting American's retirement savings during the market crash.

Today, Rick holds one professional license, an insurance license. His clients who followed his advice did not lose one penny during the market crash. In fact, they made money during this time period. Now, they live with confidence about the future of their retirement income. It's a future that guarantees income, guarantees growth and guarantees safety of their money.

Jack Marrion - Razorback Retirement Radio - 11-17-2012

Richard & Derek LaFargue (Razorback Retirement Radio) — Mon, 03 Dec 2012 22:47:30 +0000

Special 'Ask The Financial Expert' Guest

Advantage Compendium Ltd. is led by Jack Marrion, providing research and consulting services to insurance companies and financial firms in a variety of annuity areas. In 1996 he produced the first independent hypothetical return monthly publication comparing all index annuities on the market, and created the quarterly Advantage Index Product Sales & Market Report in 1997 that was the first comprehensive report of index annuity sales, products and trends.

He co-founded the Annuity Regulatory Compendium that was received by every state securities and insurance department in the nation. Regulators frequently quote from his research; he is frequently referenced or sourced in SEC rule filings relating to annuities, as well as working as a court certified expert witness on annuities. He has conducted a broad scope of research ranging from the behavioral reasons why consumers buy or don't buy financial products to suitability and complaint trends to future annuity distribution impact models.

His insights on the annuity and retirement income world have appeared in hundreds of publications. In 2006 the National Association of Insurance Commissioners asked him to address their annual meeting and teach regulators the realities of index annuities. He was invited back in 2009 to talk to the NAIC about the effects of aging on senior decision-making. He is a frequent speaker at industry functions and provides the monthly Annuity E-pendium to National Association for Fixed Annuities (NAFA) members. Best’s Review said he was likely to affect the course of the industry.

Prior to forming Advantage Compendium Dr. Marrion was president and owner of an NASD broker/dealer with offices in nine states, and formerly vice president of a life insurance company and previously vice president of an NYSE investment banking firm. He has a BBA from the University of Iowa, an MBA from the University of Missouri and his doctorate from Webster University in the area of cognitive bias in decision-making formed a new paradigm in the marketing and development of retirement income products. Neither Jack Marrion nor Advantage Compendium sell or endorse any financial product.

Chris Sleight - Razorback Retirement Radio - 11-10-2012

Richard & Derek LaFargue (Razorback Retirement Radio) — Mon, 03 Dec 2012 22:32:58 +0000

Special 'Ask The Financial Expert' Guest

As Managing Director of Global Financial Advisory Corp, Mr. Sleight focuses on client relationships during the primary stage of Estate Planning for GFA Wealth Design, Global Financial Private Capital and Global Financial Advisory. For years, Mr. Sleight has worked with clients specializing in preservation of principal and managing the most important time of their lives. He recognizes that people are searching for a reconnection in their financial relationships and offers a vehicle to forming that personal rapport with the company's professional staff.

He is also Managing Director for Global Financial Advisory. Prior to joining Global's team, Mr. Sleight was a compliance officer for Florida's Department of Business and Professional Regulation. He made the transition into the financial planning industry to serve a community in need of a professional understanding their legacy of wealth. Mr. Sleight is dually licensed in the States of Florida and Arizona in risk management solutions. He graduated from Wright State University in Dayton, Ohio, where he majored in business, with a minor in communications.

In 1987, Mr. Sleight relocated from Dayton, Ohio, to Sarasota Florida with his wife and their two daughters. They are involved in many charities throughout Sarasota and Venice. Mr. Sleight is a member of Incarnation Christian Church, and he enjoys playing tennis and coaching their daughter's soccer team.