As markets rise to new highs, it is normal to think about investing to take advantage of the bullish trend. The fact that you are considering investing is great, but what factors should you consider before making your decision? This time on the Financial Leverage Point, John Iannucci pulls back the curtain on the dynamics …
Are you considering changing financial advisors, but unsure about the pitfalls to avoid? Want to know the biggest mistakes investors make when searching for a new advisor? Join John Iannucci as he dives into the critical task of selecting the right financial advisor, discussing the pitfalls of focusing solely on fees, the risks of pitting …
As we face the complexities of market fluctuations, tax laws, and global economic shifts, the need for comprehensive wealth management becomes increasingly clear. This is the essence of true financial preparedness anticipating challenges and crafting a resilient plan to meet them head-on. In this episode, John Iannucci highlights six specific reasons to prepare for potential …
Annuities are one of the most popular and controversial financial products in the market. They offer an income stream for life, but they also come with high fees, complex terms, and potential risks. How can you decide if annuities are right for your retirement plan? In this episode, John Iannucci unravels the complexities of annuities, …
Financial checkups are a systematic way of reviewing the health and performance of your investments. They can help you identify potential problems, optimize your returns, and align your portfolio with your goals. Are you curious to know which checkups you can do? In this episode, John Iannucci explores the four critical financial checkups for investments. …
Divorce is a difficult and painful process that affects not only the emotional well-being of the individuals involved but also their financial stability and security. That’s why it’s important to seek professional guidance from a financial advisor who can help you navigate the financial aspects of divorce and plan for your future. In this episode, …
One of the most challenging aspects of investing is dealing with the uncertainty of the market and the tax implications of your decisions. In this enlightening episode, John Iannucci sheds light on the pitfalls of chasing gains that exist only on paper. It’s a common trap that many investors fall into, enticed by the allure …
Life insurance is a valuable tool that can provide financial security and peace of mind for your loved ones in the event of your death. However, not all advisors, life insurance agents, and companies are trustworthy. Some of them may engage in unethical or illegal practices that can harm you and your beneficiaries. In this …
Ever wondered how a ‘stock market whiplash’ could affect your investments? In this episode, John Iannucci discusses the risks and concerns related to stock market whiplash, one of six different financial storms. He dives deeper into the impact of market drops on investments, withdrawal rates, and the importance of assessing overall assumed risk for retirees …
The importance of communication in estate planning cannot be overstated, in fact it might be the most crucial aspect of these client relationships. In this episode, John Iannucci speaks with Michael Sneeringer, an estate planning attorney. They discuss the role of an estate planning attorney in creating and managing clients’ estate plans, with a focus …