Podcast
Problem Solved
Hosted by Lee Pinover · EN
Looking for a place to raise questions, find answers, and hear engaging and elightening conversations around common (and not-so-common) money matters? Welcome to Problem Solved, the podcast the provides financial solutions for those who know it, and those who need it. I'm Lee Pinover, and ive been in the financial services industry for over three decades, and this show is about helping advisors and the public identify and gain a general understanding of unique financial solutions that address common concerns. Concerns that you may think do not have a solution, but actually do. We will interview the top experts in implementing each solution and then take questions that have been submitted in prior live presentations. So join us, be part of the conversation, and walk way feeling motivated, inspired, and confident that your problem is gonna get solved!
10episodes
Episodes
Newest firstAll episodes
Ep. 11 - Valuing your Business - and Planning your Exit Strategy
Dec 12, 202100:36:17Tap to summarizeGuest today is Steve Susel, Managing Director of Marshall Stevens, a National Leader in valuation services and transaction advisory services.
Transcribe →Ep. 10 - Life Settlements: An Overview
Nov 16, 202100:18:57Tap to summarizeHow do they work...and why you should never walk away from a life insurance policy without getting it appraised.
Transcribe →Ep. 9 - Derivatives and Day Trading
Nov 3, 202100:44:30Tap to summarize"Market Maker's Club" host Joe Waterman drops by to talk about puts, calls, day trading, derivatives, stocks, securities, how you can learn, the mistakes people make, how to define value, why people are fascinated by it, the key to minimizing risk, and much more!
Transcribe →Ep. 8 - An Overview and Education in Term Insurance
Nov 3, 202100:19:06Tap to summarizeWhy term insurance isn't just about price, what you should always consider before committing, and all your other questions answered and issues addressed on the topic
Transcribe →Ep. 7 - Long Term Care
Oct 13, 202100:38:56Tap to summarizeA conversation with Nathan Furniss about things to consider when addressing long term care - and ways to fund it.
Transcribe →Ep. 6 - Tax-Free Retirement Planning
Oct 13, 202100:33:00Tap to summarizeThe benefits of Tax Awareness and using Life Insurance Retirement Plans (LIRPs) in conjunction with Roth plans to add flexibility to your retirement income and reduce your future tax bite.
Transcribe →Ep. 5 - Avoiding Financial Pitfalls in Divorce Settlements
Oct 13, 202100:31:41Tap to summarizeFeaturing: Andrew L. Gentile CFP®, CDFA®, CLU, ChFC, CLF, CLTC, AIF,Certified Divorce Financial Analyst
Transcribe →Ep. 4 - Using Pooled Income Funds to Reduce Taxes and provide for Multi-Generation Income
Aug 21, 202100:24:07Tap to summarizeA discussion of using pooled-income funds to create a legacy income stream, as well as reduce current income taxes.
Transcribe →Ep. 3 - Crisis Asset Protection
Aug 20, 202100:39:36Tap to summarizeWhat can you do when you're faced with the incredibly high cost of nursing homes, and you see your assets being quickly liquidated to pay for the costs.
Transcribe →Ep. 2 - Qualified Plan Rescue
Aug 20, 202100:53:37Tap to summarizeHow to remove future tax risk from qualified plans using Life Insurance.
Transcribe →