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5:53
Mr. Money aka Mark Rothstein gives you a taste of his Mojo in this 5 minute Vlog. Mark S. Rothstein does not intend to provide personalized investment advice through this broadcast and does not represent that the services discussed are suitable for any listener. Such offers can only be made where lawful under applicable law. Listeners should consult with a competent professional prior to making any decisions. Known to millions of radio listeners across the country as "Mr. Money," Mark Rothstein is widely recognized as one of the country's top Certified Financial Planners according to Consumer Research Council of America . His career in personal finance and investment-related fields spans over 20 years. A graduate of Syracuse University, Mark is the Founder and President of TriStar Financial Services, one of the largest wealth management firms in Los Angeles. A respected member of the local financial community, he is President of the Los Angeles-region Financial Planners Association that presides over thousands of area CFPs, and also is on the Board of Governors of the National Institute of Estate Planners
31 Dec 2009
198
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5:54
Mr. Money aka Mark Rothstein gives you a taste of his Mojo in this 5 minute Vlog. Mark S. Rothstein does not intend to provide personalized investment advice through this broadcast and does not represent that the services discussed are suitable for any listener. Such offers can only be made where lawful under applicable law. Listeners should consult with a competent professional prior to making any decisions. Known to millions of radio listeners across the country as "Mr. Money," Mark Rothstein is widely recognized as one of the country's top Certified Financial Planners according to Consumer Research Council of America . His career in personal finance and investment-Related fields spans over 20 years. A graduate of Syracuse University, Mark is the Founder and President of TriStar Financial Services, one of the largest wealth management firms in Los Angeles. A respected member of the local financial community, he is President of the Los Angeles-Region Financial Planners Association that presides over thousands of area CFPs, and also is on the Board of Governors of the National Institute of Estate Planners
8 Jan 2010
320
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6:18
Mr. Money aka Mark Rothstein gives you a taste of his Mojo in this 5 minute Vlog. Mark S. Rothstein does not intend to provide personalized investment advice through this broadcast and does not represent that the services discussed are suitable for any listener. Such offers can only be made where lawful under applicable law. Listeners should consult with a competent professional prior to making any decisions. Known to millions of radio listeners across the country as "Mr. Money," Mark Rothstein is widely recognized as one of the country's top Certified Financial Planners according to Consumer Research Council of America . His career in personal finance and investment-Related fields spans over 20 years. A graduate of Syracuse University, Mark is the Founder and President of TriStar Financial Services, one of the largest wealth management firms in Los Angeles. A respected member of the local financial community, he is President of the Los Angeles-Region Financial Planners Association that presides over thousands of area CFPs, and also is on the Board of Governors of the National Institute of Estate Planners
21 Jan 2010
355
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2:15
*******www.billlosey**** In this video Bill Losey, CFP, addresses a commonly asked question, How much money is needed to retire.
6 Mar 2010
181
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3:03
*******www.BillLosey**** Bill Losey, CFP and retirement strategist and retirement expert discusses the best ways invest your IRA & 401k money in retirement.
21 Mar 2010
302
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3:16
*******www.BillLosey**** Retirement strategist, retirement expert and CFP, Bill Losey provides 401K rollover advice on how you can avoid the 20% IRS penalty.
26 Mar 2010
155
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3:22
*******www.BillLosey**** - Bill Losey, CFP, former CNBC On The Money retirement expert, retirement strategist and author of the Retire in a Weekend offers asks the question - What would you attempt to do if you knew you would not fail?
4 Apr 2010
418
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3:28
*******www.BillLosey**** - So you just lost your job and you're wondering what you should do with your pension and 401K. In this video, Bill Losey, CFP, former CNBC On The Money retirement expert, retirement strategist and author of the Retire in a Weekend discusses the different options available.
15 Apr 2010
260
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4:42
*******www.BillLosey**** - What traits should I look for in a Financial Advisor? In this video, Bill Losey, CFP, former CNBC On The Money retirement expert, retirement strategist and author of the Retire in a Weekend answers this questions.
24 May 2010
203
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3:24
*******www.BillLosey**** Bill Losey, CFP retirement strategist, retirement expert and author, discusses common mistakes investors make and how you can avoid them.
23 Apr 2010
337
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4:54
*******www.BillLosey**** - How do you protect your IRA & 401k from the next stock market freefall? Bill Losey, CFP, former CNBC On The Money retirement expert, retirement strategist and author of the Retire in a Weekend answers this question in this video
30 Apr 2010
185
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2:35
*******www.BillLosey**** - Bill Losey, CFP, retirement specialist, former CNBC On The Money retirement expert and author of Retire in a Weekend discusses the stock market events of 6 May 2010 and offers suggestions for the fall of the Dow Jones, NASDAQ and S&P
10 May 2010
129
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3:08
*******www.BillLosey**** - In this video, Bill Losey, CFP, former CNBC's 'On the Money' retirement expert, retirement specialist and retirement advisor discusses the difference between asset allocation and diversification.
13 May 2010
162
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1:19
The Financial Planning program will provide students with the opportunity to obtain an Ontario Graduate Certificate in the field of financial planning in two semesters. The program will provide these students with all of the educational requirements to challenge the CFP exam and to be fully licensed with IDA/MFDA. Accreditations gained as a result of successful completion of courses and industry exams include: - Canadian Securities Course (CSC®) - Conduct and Practices Handbook Course (CPH®) - Wealth Management Essentials (WME®)
16 Jun 2010
367
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1:15
This accelerated program gives the graduate the credentials required in today's financial services industry. The curriculum has been developed with the consultation of successful industry professionals. Upon completion of the program and the associated industry exams, you will be qualified to: -sell stocks, bonds and mutual funds for a sponsoring company -write the Certified Financial Planner® (CFP™) exam and obtain the CFP™ designation after passing the exam and completing the required work experience -write the Life License Qualification Program (LLQP) exam, which upon passing will qualify you to -write the Ontario Life Insurance exam leading to a license to sell insurance for a sponsoring company -you will also be trained in personal and corporate credit
16 Jun 2010
179
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3:50
Rick Epple is a Fee Only Financial Advisor. He owns Epple Financial Advisors and is a founding member of the Northern Dental Alliance. He works with dentists in Minnesota and around the country. He is Certified Financial Planner (CFP®) and a member of NAPFA. Rick works in the interest of his client dentists - taxes, insurance and investments are reviewed thoroughly and regularly. His responsibility is a fiduciary one, which is the highest level of protection for your investments.
31 Dec 2010
256
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