MindfulWear--Marketing: January 2014

Wednesday, January 15, 2014

▶ Having Direct Access to the Person Who Manages Your Money is Essential! - YouTube

▶ Having Direct Access to the Person Who Manages Your Money is Essential! - YouTube

When you give your money to a broker or advisor, he or she will typically sell you a packaged product such as a mutual fund, or annuity. That means they are handing your money off to someone else to manage. They are simply the "middle person"

Tuesday, January 14, 2014

▶ Putting Theory To Practice - YouTube

Just as the viewpoints expressed in my articles are distinctly different, so is the way I privately manage money for a small group of people all across the nation. I provide my clients distinct advantages that they wont find anywhere else. For instance, my clients have the advantage of dealing directly with the person who manages their money—not some salesperson.
They have the advantage of using an advisor who recognizes the need to adjust the strategies and investments used as market and economic conditions change. Watch this short video to learn more.

Monday, January 13, 2014

▶ Equity Indexed Annuities: They Are Structurally Flawed - YouTube

▶ Equity Indexed Annuities: They Are Structurally Flawed - YouTube

Jeff Voudrie, wealth manager, introduces his series on the dangers associated with equity indexed annuities and why you should not buy one. In this segment, he provides a general overview and explains why he feels they are structurally flawed.

Sunday, January 12, 2014

▶ Equity Indexed Annuities: No Such Thing As Past Performance - YouTube

Jeff Voudrie, wealth manager, continues his series on the dangers of equity indexed and why you should NOT invest in one. In this section, he explains that since past performance isn't ever published, you are buying based on make-believe.

Saturday, January 11, 2014

▶ You Don't Need to Pay Those High Fees! - YouTube

When you purchase a mutual fund you can end up paying as much as 5% up front, or be locked in the product for 8 years with back-end sales charges. Annuities are even worse. With annuities there are so many hidden fees that it's almost impossible to know exactly what you're paying for the product, but it can be as much as 4% per year! And many times you will be told by the advisor that "there are no commissions!". That is not true! There are fees, but they are not called commissions....Watch this video to learn more

Friday, January 10, 2014

▶ Introducing: The Portfolio Steward - YouTube

Does your advisor have systems in place to closely monitor each investment in your account and to alert them if it starts to drop in value? I do. Ive invested 7 years and well over $100,000 developing and perfecting proprietary technology that does just that. One patent has already been awarded and three more are pending. Watch this video to learn more.

▶ The Protection You Need - YouTube

Its important to analyze what happened in the past if we want to try to prevent it in the future.
If youre like most retirees I talk to, youve spent years faithfully following the buy-and-hold advice of your financial advisor. You did well in the good years, but when values started dropping you didnt know what to do, and neither did your advisor. Watch this short video to learn more.

▶ The Returns You Want - YouTube

Frankly, you dont need me if you are comfortable using the same investments as everyone else. I dont want to be average and I dont want the performance of my clients accounts to be average. Thats why Ive spent years developing proprietary strategies. Thats why I give my clients access to sophisticated, hard-to-find strategies that are normally reserved for the wealthy. Most advisors havent even heard of some of the investments I use. Watch this short video to learn more.

▶ Retired? YOU'RE SPECIAL! - YouTube

If you are retired or nearly retired, you have a special set of financial needs. And its vital that you work with an advisor who not only understands those special needs but has changed their management approach to meet them. Unfortunately, few in the financial services industry have done so. Watch this short video as I will explain further.

Tuesday, January 7, 2014

▶ Principle 6 Advisor Expectations - YouTube

Jeff Voudrie, CFP® continues his series on the Core Principles To Retiree Investing Series

Saturday, January 4, 2014

▶ Equity Indexed Annuities: They Are Structurally Flawed - YouTube

Jeff Voudrie, wealth manager, introduces his series on the dangers associated with equity indexed annuities and why you should not buy one. In this segment, he provides a general overview and explains why he feels they are structurally flawed.

▶ Equity Indexed Annuities: No Such Thing As Past Performance - YouTube

▶ Equity Indexed Annuities: There Are Better Alternatives - YouTube

Jeff Voudrie, wealth manager, concludes his series on the dangers of equity indexed annuities and why you should NOT buy one. In this session he explains low cost and other alternatives that he feels make more sense in today's environment.

▶ Financial Planner Jeff Voudrie: Core Principles For Investing In Retirement Intro - YouTube

Today's retired investors face a daunting challenge: how to make their income during retirement last longer than they do. In this introduction to a 10-part series, Financial Planner and online money manager Jeff Voudrie shares 10 Common Mistakes That Can Devastate A Retirement Income Plan and How You Can Avoid Them.

▶ Annuity Income Guarantee Warning/ 7% Annuity Income Guarantee Exposed - YouTube

▶ Annuity Income Guarantee Warning/ 7% Annuity Income Guarantee Exposed - YouTube

This video exposes the belief that many people have that they can get a 7% guaranteed return in an annuity. It simply is not true and I explain why in this video. For instance, do you realize that if you start one of these programs at age 65 and and die at age 85 your ACTUAL rate of return is less than 3%? It's true.

Friday, January 3, 2014

▶ Equity Indexed Annuities: Very Complex Contracts Put You At Disadvantage - YouTube

Jeff Voudrie, wealth manager, continues his presentation on the dangers of equity indexed annuities by explaining that they are very complex contracts the few can understand. Unless you fully understand the contract you won't know what you're getting until it is too late.

▶ Equity Indexed Annuities: Hidden Conflicts Of Interest - YouTube

Jeff Voudrie, wealth manager, continues his series on the dangers of equity indexed annuities and why you should NOT invest in one. In this session he reveals hidden conflicts of interest that will cause you to question the agents sincerity when he or she says he/she has your best interest in mind.