Financial Advisors Episode Guide

Episode Guide

Financial Advisors: Season 4

• Season 4 Episode 13: Long-Term Care: Financial Options

  Choices for funding long-term care.

• Season 4 Episode 12: Sudden Disability: Financial Survival

  Financial preparation for sudden disability.

• Season 4 Episode 11: The Unique Private Pension Plan

  Increasing retirement assets and saving taxes.

• Season 4 Episode 10: Financial Protection With Investment Freedom

  Life insurance with investment potential.

• Season 4 Episode 9: Investing in Energy: Who, Why and How

  Wise energy partnerships; scams.

• Season 4 Episode 8: Energy in America: A Perspective

  Petroleum industrialists discuss oil and gas.

• Season 4 Episode 7: Protecting Your Family, Community While Saving Taxes

  Avoiding tax liabilities with planned giving.

• Season 4 Episode 6: Philanthropy: A Perspective

  Tax laws can benefit both charity and donor.

• Season 4 Episode 5: Avoiding the Pitfalls in Your Estate Plan

  The proper transfer of assets.

• Season 4 Episode 4: Business Owners: The Need for a Business Will

  Buy/sell agreement; partnership dissolution.

• Season 4 Episode 3: Living Benefits for Death Planning

  Cash-value policies with fund accumulation.

• Season 4 Episode 2: Protecting Your Family's Inheritance

  A review of estate planning.

• Season 4 Episode 1: Planning for Long-Term Care

  Case studies show options for long-term health care.

Financial Advisors: Season 3

• Season 3 Episode 13: Surviving Education Costs

  Financing a child's education.

• Season 3 Episode 12: Life Cycle Planning

  Financial planning in various stages of life.

• Season 3 Episode 11: Positive Tax Planning

  Income-tax planning, refunds and tax-saving opportunities.

• Season 3 Episode 10: Finding a Financial Advisor

  Choosing and paying a financial adviser.

• Season 3 Episode 8: Disinheriting the IRS

  Avoiding IRS seizure of inherited assets.

• Season 3 Episode 7: Protecting the Family's Wealth

  The proper transfer of assets to heirs.

• Season 3 Episode 6: Retirement & the Estate Plan

  Preparing a financially secure retirement.

• Season 3 Episode 5: Small Business: Maximizing Your Fringe Benefits

  Managing fringe benefits of small businesses.

• Season 3 Episode 4: Protecting the Family Business

  Protecting a family business through generations.

• Season 3 Episode 3: Philanthropy: Mixing Charity & Tax Savings

  Tax savings through philanthropy.

• Season 3 Episode 2: Who Needs Estate Planning?

  The importance of estate planning.

• Season 3 Episode 1: Long-Term Care: The Dilemma

  The burden of long-term care on the middle class.

Financial Advisors: Season 2

• Season 2 Episode 17: Financial Advisors: Who Can You Trust?

  Choosing and paying a financial adviser.

• Season 2 Episode 16: Triple Squeeze: Financial Pressures

  Financing college, retirement and aging parents.

• Season 2 Episode 15: Designing a Workable Retirement Plan

  Retirement plans; investment/saving strategies.

• Season 2 Episode 14: Managing Health Care Costs

  Planning for rising medical bills and long-term care.

• Season 2 Episode 13: Public Perception of Life Insurance

  Life insurance; using insurance to plan estate settlement.

• Season 2 Episode 12: Protecting the Future of the Family Business

  Passing on the family business.

• Season 2 Episode 11: Making Charitable Giving Work for You

  Tax benefits of charitable donations.

• Season 2 Episode 10: Planning a Balanced Investment Portfolio

  Diversification's importance to investors.

• Season 2 Episode 9: Evaluating Your Investments

  Meeting your objectives with investments.

• Season 2 Episode 8: Positive Tax Planning

  Income-tax planning, refunds and tax-saving opportunities.

• Season 2 Episode 7: Financial Planning for the Employee

  Financial planning for the employee.

• Season 2 Episode 6: Succeeding as a Small Business

  Cash flow and debt management affect small businesses.

• Season 2 Episode 5: Planning for the Aged in America

  Estate planning, insurance and other factors concern the elderly.

• Season 2 Episode 4: Surviving Education Costs

  Financing an education with savings plans.

• Season 2 Episode 3: Life Cycle Planning

  Financial planning in various stages of life.

• Season 2 Episode 2: Preparing for Family Transitions

  Preparing for marriages, divorces and other transitions.

• Season 2 Episode 1: Managing Your Lifestyle

  Saving, investing and setting goals; planning leisure time.

Financial Advisors: Season 1

• Season 1 Episode 13: Developing an Investment Strategy

  Developing a diversified investment strategy.

• Season 1 Episode 12: Real Estate Investing

  Future of residential and commercial real estate investing.

• Season 1 Episode 11: Managing Money: Budgeting, Saving & Investing

  Developing a wise financial plan.

• Season 1 Episode 10: Professional Management: Stocks & Bonds

  Financial planners discuss the benefits of mutual funds.

• Season 1 Episode 9: Aging of America

  Our financial future as America's population ages.

• Season 1 Episode 8: Charitable Giving: Benefits

  Financial advantages of charitable giving.

• Season 1 Episode 7: American Dream: Owning Your Own Business

  Advice on owning your own business.

• Season 1 Episode 6: Living Trusts: Necessity or Fad

  Tax attorneys and financial planners discuss living trusts.

• Season 1 Episode 5: Reducing Income Taxes: Options

  Tax-planning measures to reduce 1990 taxes.

• Season 1 Episode 4: Limited Partnerships: Dead or Alive?

  Controversy over the future of limited partnerships.

• Season 1 Episode 3: Telecommunications Revolution

  The telecommunications revolution affects investing.

• Season 1 Episode 2: Role of the Financial Planner in 1990

  Changing role of the financial planner.

• Season 1 Episode 1: Outlook & Trends for 1990

  Economic trends for 1990; oil supply & the U.S. economy.