Best Your (optional) podcast author name Podcasts (2024)

1
FINRA and NASAA exam topics that are surprising people in 2024 23:27

38m ago23:27

23:27

Ken Finnen interacts with hundreds of FINRA test takers per month, so he has a good sense of what's tripping people up. In this episode, Ken shares his insights into what question types, rules and regulations, and suitability questions are confusing people on the FINRA and NASAA exams, and how to beat them. Achievable is a modern test prep platform…

1
Securing Your Financial Future in Retirement 16:50

4h ago16:50

16:50

Kevin discusses the importance of planning for retirement, focusing on hybrid life insurance for long-term care, strategies to create an inflation-proof income plan, and how to establish a personal pension from 401(k) savings. He emphasizes the need for financial security and the impact of inflation on retirement savings, providing insights into gu…

1
Creating Guaranteed Income: Exploring Options like Annuities 14:25

3d ago14:25

14:25

Today's episode discusses the 4% rule in retirement planning and its limitations. It emphasizes the importance of having control over spending and the need to work with a financial advisor who understands the costs and challenges of aging. Kevin highlights the lack of reliable information on the internet and the importance of seeking advice from qu…

1
Why FINRA made the T+1 settlement date change and how it will show up on your exams 15:49

18d ago15:49

15:49

The biggest change to FINRA and NASAA exams this year is that settlement dates moved from T+2 to T+1. But what does that mean? In this episode, Ken Finnen, a longtime veteran of the finance industry and FINRA tutor for decades, walks you through what settlement dates are, why this change was made, what it means for the industry, and how to get thes…

1
The Pillar Planning Process = A Successful Retirement! 18:34

16d ago18:34

18:34

Kevin emphasizes the need for coordination among various financial professionals to ensure a holistic approach to retirement planning. Kevin highlights the Pillar Planning Process, which covers income needs, assets, taxes, healthcare, legacy planning, and legal considerations. He also addresses the challenges of inheriting money and the importance …

1
The Election, Investment Decisions and Financial Planning 21:23

23d ago21:23

21:23

In this episode, Kevin discusses various topics related to retirement and financial planning. He emphasizes the importance of not making investment decisions based on election outcomes and instead focusing on long-term financial goals. He also talks about determining the amount of money needed for retirement and the importance of creating a persona…

1
Building a Meaningful and Tax-Efficient Legacy 19:41

30d ago19:41

19:41

Kevin discusses various topics related to retirement planning, including addiction to stocks, required minimum distributions (RMDs), annuities, social security, and legacy planning. Kevin also emphasizes the importance of understanding one's options and making educated decisions to minimize risk and maximize returns in retirement. CLICK HERE TO BOO…

1
The Role of Guaranteed Income in Retirement 19:34

1M ago19:34

19:34

Episode Takeaways: Having a plan in place for retirement is crucial to navigate market downturns and ensure financial security. Retirement planning should consider factors beyond money, such as healthcare expenses and guaranteed income. Variable annuities may not be the best option for retirement savings due to high fees. Having a purpose in retire…

1
Author Sander Peterson: Reflections on Retirement in Year One: Happiness Favors a Prepared Mind 18:05

1M ago18:05

18:05

Special guest, Sander Peterson, wrote a book called 'Reflections on Retirement in Year One' and shares his experiences and insights. The conversation covers topics such as the stages of retirement, the importance of having a plan, the role of a trusted investment advisor, and the need for intentional communication when retiring. CLICK HERE TO BOOK …

1
Creating Tax-Free Income in Retirement 15:48

2M ago15:48

15:48

Takeaways Tax planning is crucial during the accumulation period to minimize tax burdens in retirement. Rearranging income and utilizing strategies like charitable trusts can reduce taxable income and create tax-free income in retirement. Comprehensive guidance is important, covering areas like long-term care, estate planning, and tax planning. Cha…

1
The Future of Social Security with Special Guest David Duley 25:47

2M ago25:47

25:47

Join Kevin Bock of Integrity Retirement Solutions on this special episode of Retirement Talk as he dives into the future of Social Security with David Dooley, creator of the Social Security Risk Score. In light of recent debates and looming changes, Kevin and David discuss the potential depletion of the Social Security trust fund by 2033, the likel…

1
Refinancing Retirement Plans for Higher Guaranteed Income 12:39

3M ago12:39

12:39

Kevin addresses the current political climate, the stock market, and the potential impact of the election on share prices. He emphasizes the importance of protection from market corrections and the need to make money work for retirement. Kevin also talks about the significance of interest rates and how they can affect retirement income. He highligh…

1
Covered puts deep dive (FINRA SIE, Series 4, 7, 9, 65, 66) 14:17

3M ago14:17

14:17

Covered puts are an option income strategy that is important for traders. These strategies can be tested on the FINRA SIE and Series 4, 7, and 9 exams, as well as on NASAA's Series 65 and 66 exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.…

1
Why DIY Retirement Planning Could Cost You Your Future 15:18

3M ago15:18

15:18

While many of us turn to YouTube for DIY solutions to fix household items, attempting to manage your own retirement plan can lead to costly mistakes and missed opportunities. Kevin shares poignant stories, including a client who tragically worked longer than necessary because he misunderstood his retirement options. Kevin emphasizes the importance …

1
Minimum maintenance in margin accounts (FINRA SIE, Series 7, 9, 10, and NASAA Series 65, 66) 8:45

3M ago8:45

8:45

In this podcast, we cover the concept of minimum maintenance in margin accounts. Then we walk you through a practice question that could look similar to an actual test question. Margin accounts can be tested on FINRA's SIE, Series 7, 9, and 10 exams, plus NASAA's Series 65 and 66 exams. This is one of many videos available on the Achievable platfor…

1
Essential Estate and Legacy Planning Tips for a Secure Retirement 13:05

4M ago13:05

13:05

In this episode, we dive deep into the intricacies of estate and legacy planning, a crucial yet often overlooked aspect of retirement planning. Kevin discusses the importance of staying informed about changing laws, such as the Secure Act, and how they impact your financial planning. Learn about common mistakes, like delaying will creation or relyi…

1
Combined equity and short / long margin (Series 7, 9, 10, 65, 66) 7:51

4M ago7:51

7:51

In this podcast, we walk through calculating equity in margin accounts and utilizing both long and short equity formulas. Then we work through a practice question that could look similar to an actual test question. Margin accounts are testable on the FINRA Series 7, 9, and 10 exams, as well as the NASAA Series 65 and 66 exams. Achievable has course…

1
Essential Income Planning for Retirement: Avoiding Common Mistakes 17:14

4M ago17:14

17:14

In this episode, we delve into the crucial aspects of income planning for retirement and the common mistakes to avoid. With over 35 years of experience, Kevin discusses the importance of understanding your income needs, creating a robust income strategy, and the benefits of professional guidance in retirement planning. Discover the comprehensive "p…

1
Taxes on options (Series 4, Series 7, and Series 9) 13:49

4M ago13:49

13:49

In this podcast, we discuss the tax implications of options transactions and work through a practice question for the FINRA Series 7 exam on the topic. Taxes on options can be tested on the FINRA Series 4, 7, and 9 exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at…

1
Navigating Cryptocurrency in Retirement with Bill Murray 14:17

4M ago14:17

14:17

Kevin discusses the intriguing world of cryptocurrency with special guest, comedian Bill Murray. Listen to Murray's hilarious yet insightful take on Bitcoin ATMs and the broader implications of digital currency. Learn why a conservative approach might be best for your hard-earned savings and how working with a financial advisor can help you achieve…

1
Options hedging strategies: short stock with long call option (SIE, Series 4, 7, 9, 65, 66) 15:31

4M ago15:31

15:31

In this podcast, we walk you through an option hedging strategy that allows you to short stock while capping your downside: short stock and a long call. Options hedging strategies are useful in the real world and also a tested concept on the the FINRA SIE and Series 4, 7, and 9 exams, plus on NASAA's Series 65 and 66 exams. Achievable has courses w…

1
Naming options spreads (tested on the Series 7 exam) 13:25

4M ago13:25

13:25

This podcast is a complete overview of naming option spreads. After going through them with you, we then walk you through a practice question that could be similar to an actual FINRA test question on this topic. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://a…

1
Navigating Healthcare Expenses in Retirement 15:54

5M ago15:54

15:54

The conversation covers various topics related to retirement planning, with a focus on long-term care and annuities. Kevin emphasizes the importance of discussing long-term care options and planning for potential healthcare expenses in retirement. They also discuss the benefits of annuities and how they can provide guaranteed income for life. Get y…

1
Options strategies: Short straddles (Series 4, 7, 9, 65 and 66) 12:00

5M ago12:00

12:00

We discuss short straddle options strategies, their risk & return profile, and how investors utilize them. Additionally, we analyze a practice question that could be similar to an actual test question on this topic. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https…

1
The Value of a Retirement Review 14:55

5M ago14:55

14:55

Takeaways from todays episode: The share of people working past the age of 65 has increased, and people over the age of 75 are the fastest growing group in the workforce. Having a sense of purpose in retirement is crucial for happiness and fulfillment. Retirement planning should include addressing healthcare expenses and long-term care. Working wit…

1
Options strategies: Long straddles (Series 4, 7, 9, 65 and 66) 12:48

5M ago12:48

12:48

We discuss long straddle options strategies, their risk & return profile, and how investors utilize them. Additionally, we analyze a practice question that could be similar to an actual test question on this topic. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https:…

1
Demystifying Retirement Planning: Expert Advice with Kevin Bach from Integrity Retirement Solutions 13:57

5M ago13:57

13:57

In this episode, Kevin discusses the startling statistics revealing the lack of retirement savings among Americans and the crucial need for financial education in retirement planning. With over 35 years of experience, Kevin emphasizes the importance of personalized, educational approaches to retirement planning, focusing on understanding clients' g…

1
Sell stop limit orders - how they work (FINRA SIE, Series 7, 65, 66) 8:55

5M ago8:55

8:55

In this podcast, Brandon explains sell stop limit orders and how investors utilize them in the secondary market to make transactions. Then we analyze a practice question that could be similar to an actual FINRA or NASAA test question on sell stop limit orders. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, …

1
When Should You Start Planning for Retirement? (and How to Maximize Your Income in Retirement) 18:33

5M ago18:33

18:33

In this episode, Kevin discusses the importance of starting retirement planning early, regardless of your age. He emphasizes the need for estate planning documents like wills and power of attorney, and explains how these documents can protect your assets and your family. Kevin also dives into strategies for maximizing your income in retirement. He …

1
Buy stop limit orders - how they work (FINRA SIE, Series 7, Series 65, Series 66) 10:27

5M ago10:27

10:27

In this podcast, Brandon explains buy stop limit orders and how investors utilize them in the secondary market. Then we analyze a practice question that could be similar to an actual FINRA or NASAA test question on buy stop limit orders. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our cou…

1
Unlocking Guaranteed Lifetime Income: Strategies for Financial Security 9:17

6M ago9:17

9:17

In a world where pensions are becoming scarce and concerns about retirement savings are on the rise, Kevin explores innovative solutions to ensure a stable income stream for life. Discover how to create a personalized pension-like income source that shields you from market volatility and inflation. Kevin shares success stories of clients who have m…

1
Sell stop orders - tips and tricks for FINRA exam questions (FINRA SIE, Series 7, 65, 66) 7:24

6M ago7:24

7:24

In this podcast, Brandon walks you through sell stop orders and how investors utilize them in the secondary market. Then we analyze a practice question that could be similar to an actual FINRA or NASAA test question on sell stop orders. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our cour…

1
Election Impact on Markets & Safeguarding Retirement: 4% Rule Risks Revealed 9:47

6M ago9:47

9:47

In this episode, we explore the intersection of elections and markets, unraveling the uncertainties and preparing you for potential market fluctuations in 2024. With speculation rife about a looming recession and heightened volatility due to the election year, many are left wondering about the fate of their investments. Kevin shares insights into m…

1
Buy stop orders - tips and tricks for FINRA exam questions (SIE, Series 7, 65, 66) 9:54

6M ago9:54

9:54

In this podcast, Brandon goes over buy stop orders and how investors use them in the secondary market. Then we analyze a practice question that could be similar to an actual FINRA or NASAA question on buy stop orders. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at htt…

1
Rebuilding Trust After Financial Advisor Loss & Navigating Election Uncertainty 9:15

6M ago9:15

9:15

Delve into the aftermath of a financial advisor's mismanagement, as Kevin discusses strategies for rebuilding trust and navigating the complexities of investment losses. Gain valuable insights into understanding market fluctuations and the importance of aligning investment decisions with individual risk tolerance and financial goals. In response to…

1
Sell limit orders overview (FINRA SIE, Series 7, 65, 66) 8:56

6M ago8:56

8:56

In this podcast, Brandon goes over how sell limit orders work and how investors use them in the secondary market. He then goes over a practice question for the sell limit orders that resembles sell limit order questions on FINRA and NASAA exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try…

1
Jeff Bezos' Tax Moves & Overcoming Retirement Spending Fear 10:51

6M ago10:51

10:51

Kevin dissects Jeff Bezos' strategic relocation from Washington to Florida for tax purposes. Learn how Bezos leverages state tax disparities to potentially save hundreds of millions of dollars in capital gains and estate taxes, offering valuable insights for savvy retirement planning. But tax optimization isn't reserved for billionaires. Kevin dive…

1
Buy limit orders overview (FINRA SIE, Series 7, 65, 66) 9:23

6M ago9:23

9:23

In this podcast, Brandon goes over how buy limit orders work and how investors use them in the secondary market. He then goes over a practice question for the buy limit orders that resembles buy limit order questions on FINRA and NASAA exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try ou…

1
Unlocking Tax-Saving Strategies & Navigating Healthcare Costs in Retirement 8:51

6M ago8:51

8:51

As tax season unfolds, many individuals are grappling with ways to minimize their tax burden and maximize their retirement income. Kevin sheds light on innovative tax reduction strategies that could potentially save retirees thousands of dollars annually. In addition to tax planning, healthcare expenses loom large on the retirement horizon. With he…

1
Retirement Talk with Kevin Bock (Trailer) 0:42

7M ago0:42

0:42

Welcome to a preview of Retirement Talk with Kevin Bock, the podcast! Here, we discuss the major financial headlines and breakdown the myths surrounding preparing for retirement. Kevin Bock, with over 30 years of experience shares his unique perspective on retirement planning. Discover how Integrity Retirement Solutions can help you create income t…

1
Understanding market orders (FINRA SIE, Series 7, Series 65, Series 66) 9:09

7M ago9:09

9:09

We walk you through understanding market orders and how to utilize them in the secondary market. Then, we go over an Achievable practice question on the topic so you're prepared for your exam. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.…

1
Unlocking Retirement Security: Annuities, Pension-Like Income, and Smart Decision-Making 11:23

7M ago11:23

11:23

Discover why Ted Benham, often hailed as the father of the 401K, advocates for integrating annuities into retirement portfolios to emulate the security of traditional pensions. Learn how annuities can provide a steady, guaranteed income stream during retirement, mitigating the challenges of managing investments in volatile markets. Kevin discusses …

1
How to calculate bid and ask spreads - market makers (SIE, Series 6, 7, 65, 66 exams) 10:47

7M ago10:47

10:47

In this podcast, Brandon shares how to calculate bid & ask spreads, which are generally published by market makers and securities dealers. Then, he goes over an Achievable practice question together with you to ensure you understand the concepts you've learned. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63,…

1
Supporting Caregivers: Navigating Long-Term Care with Integrity Financial Solutions 11:53

7M ago11:53

11:53

Kevin emphasizes the staggering number of Americans serving as caregivers and the substantial financial burden they bear, averaging over $7000 in out-of-pocket expenses annually. From meal preparation to medication assistance, caregivers undertake various responsibilities, often juggling caregiving with work and other commitments. At Integrity Reti…

1
Dividend dates - FINRA SIE & FINRA Series 7 13:21

7M ago13:21

13:21

We discuss cash dividends paid on common stock investments and related dates. Additionally, we analyze a practice question that could be similar to an actual test question on this topic. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.…

1
Calculating the intrinsic value of Put options - FINRA SIE, Series 6, 7, 63, 65, 66 10:41

7M ago10:41

10:41

What's the value of your put options? In this episode, we explain the concept of intrinsic value as it applies to options, and then show examples of how to calculate it for put options specifically. Then, we walk you through a practice question from Achievable's FINRA courses that may be similar to an actual FINRA test question on this topic. Achie…

1
Impact of Elections on Your Retirement Savings & The Dangers of 'Just One More Year' Mentality 11:51

7M ago11:51

11:51

Kevin explores the impact of elections on financial markets, offering insights into historical trends and potential scenarios regardless of the election outcome. With discussions ranging from market volatility to long-term investment strategies, Kevin provides actionable advice to help listeners navigate uncertain times and protect their financial …

1
How to calculate the intrinsic value of Call options - FINRA SIE, Series 7 11:22

7M ago11:22

11:22

What's the value of your call options? In this episode, we explain the concept of intrinsic value as it applies to options, and then show examples of how to calculate it. Then, we walk you through a practice question from Achievable's FINRA courses that may be similar to an actual FINRA test question on this topic. Achievable has courses with indus…

1
Maximizing Social Security Benefits & Navigating Quarterly Taxes: Expert Insights 7:24

8M ago7:24

7:24

With nearly 90% of Americans claiming Social Security benefits before their full retirement age, it's essential to understand the implications of early or delayed claiming. Kevin explains how his team educates clients to calculate the optimal claiming strategy tailored to their unique circumstances, considering factors like income, health insurance…

1
How to calculate total return - updated for 2023 (FINRA SIE, Series 6, 7, 65, 66) 7:58

8M ago7:58

7:58

You'll need to calculate the total return of an investment strategy in order to pass the FINRA SIE and other exams, and in your work as an investment professional. In this podcast, updated for 2023, we show you how to calculate total return, what things you need to watch out for, and then guide you through a total return problem in Achievable's FIN…

Podcasts Worth a Listen

Your (optional) podcast author name

Podcasts Worth a Listen

Quick Reference Guide