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Brian Fricke's Author Interview with Advantage Media Group
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Whitepapers 
What’s The Best Kind Of Life Insurance?
This is a question I was always asked when hosting my radio show. People, of course, were always curious if it was term, whole life, universal life, variable life, or some other concoction.
My answer………
a policy that’s in-force with the right amount of insurance in place to get the job done!
When my father died of a sudden heart attack at the age of ...read more
LET ME RUN THE COUNTRY FOR A DAY
That's All It Would Take! Ever dreamed about running the country, even for a day? I have. Here's what I’d do, and why it’d only take a day. Rule No. 1 - You can't change any of the other rules I put into place – ever! Now that we've got that taken care of, in no particular order here's other changes I would make: No ...read more
If I put all our clients into two groups, those with mortgages on their homes and those totally debt free including no mortgage on their home, guess which group slept better at night and wasn’t as stressed or worried during the latest bear market? Now you know why I encourage you, as well as all of our clients, to own your home debt free at or ...read more
This is the biggest injustice the financial media has done to us! If this ...read more
One of our members mentioned a money concern he had for his father. Let’s call him Lee. Needless to say, Lee wanted his money very safe and secure and had almost everything tied ...read more
Warning! - Asset Allocation & Pie Chart Investing Doesn’t Work!!!! They All Laughed When I Told Them To Stop Using A Common Investing Strategy….Until They Saw The Results!! All the so called ‘experts” (including most Financial Advisors & stock brokers) tell you to “rebalance” your investments. Periodically buying and selling stocks, bonds and mutual funds to return your investment account to its original ...read more
Before you immediately eliminate this idea from consideration give this some thought. What is an appropriate inheritance for your children ...read more
Here’s A Little Known Tax Strategy Net Unrealized Appreciation (NUA) is a special tax treatment given to company stock held inside a company retirement plan such as a 401(k) $128,284 in Taxes Saved When Charlotte was about to retire after 28 years of service with a large telecommunications company, her husband was ready to put her retirement plans in a rollover IRA and start buying ...read more
What About Helen? Recently I was meeting with someone about hiring us as their Trusted Advisor! Joe had decided that he wanted to handle everything himself. Quite frankly, he had done a really good job on his own. And I told him so. I could understand why he was having trouble ‘justifying’ hiring us. Joe was pretty sure he could do it all himself. ...read more
Sometimes the biggest value we provide clients doesn’t involve ‘making money’.
The $650,000 Mistake !!!
Oftentimes the biggest benefit clients get from us is what I call “Big Mistake Insurance”. Below are parts of an E mail I received from a ‘past’ client. They were comfortable handling their own investments & just didn’t see the value in paying someone like us. For the ...read more
This is a question I was always asked when hosting my radio show. People, of course, were always curious if it was term, whole life, universal life, variable life, or some other concoction. My answer……… a policy that’s in-force with the right amount of insurance in place to get the job done! When my father died of a sudden heart attack at the age of ...read more
Should You Pay Off Your Mortgage
The Financial Media Is Not Your Friend
When I look at the offerings of the financial media today whether it is radio, TV, newspaper or magazine. I always walk away with the feeling that if I don’t know everything about investing, I’m somewhat inferior. And that I should feel guilty for not being on top of all this financial stuff.
The Hidden Danger of Financial Planning Software
And How It Could Wipe You Out!!!
If you (or your financial advisor) use financial planning software to help you make financial decisions you’re almost guaranteed and doomed to failure!
Let me explain. All of these programs let you plug in how much money you have now, how much you’re saving, when you want to retire, how much you spend in retirement. Then they combine that with an assumed life ...read more
Who Else Wants 11.3% Income???
Now that I’ve got your attention, let me be the first to point out this will definitely not apply to everyone. If you’re one of the few it does, you’re going to thank me!
Why Asset Allocation Doesn’t Work
How To Pay Zero Estate Tax
If you have a taxable estate – currently that means assets exceeding $2 million dollars. If you’re married and have properly funded trusts $4 million dollars – the easiest, simplest way to pay zero estate tax is to leave the taxable portion of your estate to charity.
Do You Have Company Stock Inside Your Retirement Plan?
Biggest Invest Mistake Couples Make
Big Mistake Insurance
What’s The Best Kind Of Life Insurance?
