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biz401kpodcast's Podcast
Another great podcast hosted by LibSyn.com
©
Robert J. Coopman
Podcast Link:
tags:
401k
advisor
airlines
consulting
delta
financial
funds
lamco
lamoriello
managers
mark
marvin
mutual
retirement
Frugal, Frugal, Frugal
The producers of the 401KPodcast send out quarterly newsletters to their clients. The Advisor newsletters often have articles that we know would be of interest to all investors, not only our clients. So, occasionally, we'll share them with you here.
Today, Nicole Sandler brings you "Frugal, Frugal, Frugal"... a very helpful look at ways you can save money, written by Delta flight attendant and customer service rep for The Advisor, Patrick Fisk.
As always, if you have any questions, or would like to speak with The Advisor about managing your 401k or other investments, just
email us
and we'll get right back to you!
yak2rob@yahoo.com Wed, 25 Jan 2006 00:50:00 GMT
Examining the Forest and the Trees
Welcome back to the 401k Podcast, for our final program of 2005. As we approach a new year, many people choose to re-examine what's working in their lives, and what isn't. So, we thought we'd entitle this episode of the 401k Podcast "Examining the Forest And the Trees"... and bring you a thoughtful examination of asset allocation and fund selection.
The Advisor's Rob Coopman today is joined by Mark Lamoriello, of Lamco Advisory Services, and they'll discuss how to optimize the relationship between risk and return, and also discuss how pension fund consultants ply their trade.
Everyone here at The Advisor, LLP and the 401k Podcast wish you and yours a very Happy, Healthy and Prosperous New Year!
yak2rob@yahoo.com Thu, 29 Dec 2005 22:50:00 GMT
Watching Out Over the Advisors
Today's program deals with protecting the investor by showing us how to keep investors' advisors from behaving badly!
401KPodcast's Rob Coopman talks with Securities and Exchange expert Marvin Barge. We'll find out what investors should learn about prospective advisors before hiring them; what is considered fraudulent conduct by an advisor; and about the role of mutual fund independent directors (and why we should care).
Todays guest, Marvin Barge started working in the investment industry with the US Securities & Exchange commission in the mid 90s. After leaving the SEC, Marvin worked for a few investment firms, then in May of 2000, he started his own compliance consulting business,
Barge Consulting
.
The 401k Podcast is a service of
The Advisor, LLP
a unique business who manages Delta Air Lines employees'401k plans for only $199 per year. They focus on providing their subscribers with disciplined, high quality investment advice.
yak2rob@yahoo.com Mon, 14 Nov 2005 17:30:00 GMT
Trying to Stop Investors from Behaving Badly (An interview with The Advisor, LLP)
The Advisor, LLP
, is a unique business who manages Delta Air Lines employees'401k plans for only $199 per year. They focus on providing their subscribers with disciplined, high quality investment advice.
Nicole Sandler of
RadioOrNot.com
changes gears from interviewing rock and roll legends to learning more about 401k money management by interviewing the owners of The Advisor, LLP.
Listen and Learn. They would like to branch out. Maybe they should be managing your 401k?
yak2rob@yahoo.com Tue, 20 Sep 2005 14:04:00 GMT
Welcome to the 401k Podcast
Welcome to 401kPodcast.biz. These podcasts will help you understand everything you need to know about your 401k... from the most basic information to the more sophisticated investment strategies. Our debut episode is an inteview with Carl Youngdale, managing partner of a 401k managment business for Delta employees. Carl explains what you need to know about 401k's in general and what his company is doing to help Delta Air Lines employees with their investments.
yak2rob@yahoo.com Mon, 29 Aug 2005 15:58:00 GMT
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