by Jeff Goodnow | Jul 26, 2019 | Podcasts
During this episode we discuss: Online banking and the chase for yield Pay-to-play at investment custodians Random useless information We hope you enjoy and follow us on this journey! Subscribe in Google Podcasts Subscribe in Apple Podcasts Subscribe in Spotify...
by Jeff Goodnow | Jul 12, 2019 | Podcasts
During this episode we discuss: Online banking and the chase for yield Pay-to-play at investment custodians Random useless information We hope you enjoy and follow us on this journey! Subscribe in Google Podcasts Subscribe in Apple Podcasts Subscribe in Spotify...
by Jeff Goodnow | Jul 5, 2019 | Podcasts
During this episode we discuss: The search to find the best 529 plan for financial advisors. Is saving for college even worth it anymore? The student loan dilemma. Random useless information. We hope you enjoy and follow us on this journey! Subscribe in Google...
![Helping Investors Who Need the Most Help! [Infographic]](https://potomac.com/wp-content/uploads/2021/04/Infographic-a-trillion-dollar-opportunity-01.png)
by Jeff Goodnow | Jun 30, 2019 | 403(b) Resources
The 403(b) market historically has been a very unfriendly place for financial advisors because of the inherent restrictions placed on the plans, such as: Restricted access for financial advisors Limited or non-existent ability to deduct management fees Inadequate...
by Jeff Goodnow | Jun 26, 2019 | Podcasts
During this episode we discuss: Our recent partnership with Riskalyze and our addition to their Model Marketplace. Our recent attendance at the Riskalyze Bootcamp to learn more about the software. The utter nonsense of hypothetical performance track records that many...
