The Financial Advocate
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com
Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.
- Update frequency
- every 9 days
- Average duration
- 20 minutes
- Episodes
- 108
- Years Active
- 2015 - 2025
Why Do I Need An Advisor?
This podcast case study is short sweet and to the point. Find out why we think most individuals would benefit from speaking with a financial advisor. This doesn't mean you need a long term or ongoing…
Medicaid Crisis Planning & The Medicaid Compliant Annuity
Do you have a parent or spouse that may need to consider moving into a nursing home? This episode describes one way to prepare for nursing home costs and it is called the Medicaid Compliant Annuity. …
Bozos, Monsters and Whiz-Bangs with Lorraine Ell
I’m the CEO of Better Money Decisions (B$D) and co-author of the blog Better Financial Decisions. As a principal of B$D, I’m excited to continue my long career as an inves…
Real Estate Market Update
This is a real estate update with Mike Klijanowicz. His contact information can be found below. He is a local guy and we are located in Baltimore, MD. However, that doesn't mean Mike can't help you a…
Juliana’s Journal with Sabrina Johnson
"As a wife to Lamar and mom to Juliana and Jessa, I’m a passive journal writer. It means I have a journal that stays by my bed and I write in it every now and then to record life’s peaks and valleys.
…
Medical Malpractice Attorney
"Christopher S. Norman has the unique honor of having been named a “Super Lawyers Rising Star” first for his work defending healthcare providers, and most recently for his work advocating on behalf o…
Annuities: The Good & The Bad
Annuities can be good or bad depending on the product and the situation. Products have to serve a specific purpose and never a one size fits all solution to a problem. Commercials, Radio shows, adver…
Stock Market Volatility: No Pain, No Gain
The stock market can be a scary place. No one can predict what is going to happen, regardless of the software used or the intelligence of the guy on the TV or radio, no one really knows, not even us.…
Life Insurance Case Study
Life Insurance is an important piece of the financial planning puzzle. However, not everyone needs life insurance. For example, we work with a lot of individuals who are deep into retirement, their k…
How We Do Business And Why We Do It This Way
This is another case study about how we do business, but different than our previous podcast about our specific process step by step. We do mention the process again here but it is important to notic…
ABLE Account Update: October 2018
ABLE Account update. We will continue to make videos about this account as it changes, providing you with updates as they happen. This account is still very new and we expect changes to continue. Sto…
"Caring for Aging Parents, With an Eye on the Broker Handling Their Savings"
This case study is about caring for your aging parents and keepings an eye on their investments, especially if your parents are showing signs of cognitive impairment. This New York Times Article tell…
Investing in Baltimore with the Baltimore Community Foundation
This was a great podcast interviewing Rosemary Calderalo, Director of Gift Planning at the Baltimore Community Foundation (BCF). We talk about the many ways you can invest in Baltimore using the many…
Mentally Preparing for Retirement
Michelle Fritsch, Pharm.D. is back! She was on our podcast previously where she discussed her first business, Meds MASH. Meds MASH provides services such as medication management, assessment of risk,…
2018 Tax Update with Ryan Levy, CPA, CFP®
This episode highlights the 2018 Tax updates directly from CPA and CFP® Ryan Levy. We discuss deducting real estate taxes, itemizing and the new standard deduction and charitable distributions. Int…
R.E.S.P.E.C.T Your Final Wishes - Aretha Franklin: Case Study (2)
Death is an uncomfortable subject, but a necessary one to discuss. In my opinion, it is wrong to hide from estate planning and it is selfish. I know that sounds harsh, but allow me to explain. You ha…
Coordinating Federal Activites With The Public On Issues Related To ASD
This is a podcast interview with Colin Meeks and Dr. Susan Daniels from the NIH. Dr. Daniels is Director of the Office of Autism Research Coordination at the National Institute of Mental Health (NIMH…
Aretha Franklin, Death Without A Will: Case Study
This is a podcast case study about Aretha Franklin, Death Without A Will. There are numerous cases of wealthy super starts that have failed to execute proper estate planning. Not even a will? It is h…
Beneficiary Review: Case Study
Estate planning is a huge part of the financial planning process. "What if you die?" is a morbid but necessary question. Where do you want your assets to go? Beneficiaries make the financial transfer…
Voices for Autism with Stacey Stirmer
"100% of money raised will be donated to Autism Speaks. Now in it’s 12th year, Autism Speaks has grown into the world's leading autism science and advocacy organization, dedicated to funding research…