Forsidebilde av showet Office Hours with Gary Allen

Office Hours with Gary Allen

Podkast av Gary Allen

engelsk

Business

Deretter 99 kr / Måned. Avslutt når som helst.

  • 20 timer lydbøker i måneden
  • Eksklusive podkaster
  • Gratis podkaster

Les mer Office Hours with Gary Allen

Dive into the world of financial literacy with ”Office Hours with Gary Allen,” the essential podcast for California Teachers Association (CTA) members.

Alle episoder

6 Episoder

episode Historic News for CTA Members: Social Security Fairness Act Passes! cover

Historic News for CTA Members: Social Security Fairness Act Passes!

We are excited to share a historic update that impacts all CTA members and retirees. In a remarkable bipartisan effort, the U.S. Senate has officially passed H.R. 82, the Social Security Fairness Act—a monumental step toward repealing the unjust Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). In this brief recording from Gary Allen, Senior Financial Advisor with the CTA 403(b), you’ll learn: * What the repeal means for current retirees and future retirees * How this change will restore full Social Security benefits for affected CTA members * The expected timeline for retroactive payments and benefit adjustments This victory represents fairness, recognition, and financial relief for educators and public servants who have long awaited this change. Here’s to a brighter, more secure future for all CTA members!

22. des. 2024 - 5 min
episode Sorting the Sales Pitches from Solid Advice cover

Sorting the Sales Pitches from Solid Advice

In this episode of "Office Hours with Gary Allen," Gary Allen delves into the intricate world of financial and insurance advisors that CTA members frequently encounter. He illuminates the critical differences between fiduciary and non-fiduciary advisors, emphasizing the significance of understanding these distinctions to make informed financial decisions. Gary explains how fiduciaries, bound by legal and ethical obligations to act in their clients' best interests, offer a level of trust and commitment absent in non-fiduciary relationships, which are often based on commission-driven recommendations. He also discusses the potential conflicts of interest inherent in non-fiduciary relationships and advises CTA members on how to navigate these complexities. Additionally, Gary highlights the role of insurance agents in financial planning, stressing the importance of thorough vetting and informed decision-making when considering their products for retirement savings. This episode is a comprehensive guide for CTA members aiming to navigate their financial futures with confidence, offering insights into selecting advisors who genuinely align with their best interests.

7. mai 2024 - 27 min
episode Fiduciaries vs. Salespeople: Navigating the Financial Maze! cover

Fiduciaries vs. Salespeople: Navigating the Financial Maze!

In this episode of "Office Hours with Gary Allen," Gary delves into the complex world of financial and insurance advisors that CTA members encounter. He illuminates the critical differences between fiduciaries and non-fiduciaries, emphasizing the importance of understanding these distinctions to make informed financial decisions. Gary explains how fiduciaries, bound by law to act in your best interest, contrast with non-fiduciaries, who are only required to recommend "suitable" products, potentially leaving better options unexplored. He warns against the conflicts of interest inherent in non-fiduciary relationships, especially those that operate on commission-based models, urging educators to seek advisors who are fiduciaries 100% of the time. Gary also touches on the role of insurance agents in financial planning, advising caution and thorough vetting when considering their products for retirement savings. This episode is a must-listen for CTA members aiming to navigate their financial futures with confidence, offering insights into selecting advisors who truly align with their best interests.

10. april 2024 - 27 min
Enkelt å finne frem nye favoritter og lett å navigere seg gjennom innholdet i appen
Enkelt å finne frem nye favoritter og lett å navigere seg gjennom innholdet i appen
Liker at det er både Podcaster (godt utvalg) og lydbøker i samme app, pluss at man kan holde Podcaster og lydbøker atskilt i biblioteket.
Bra app. Oversiktlig og ryddig. MYE bra innhold⭐️⭐️⭐️

Velg abonnementet ditt

Mest populær

Tidsbegrenset tilbud

Premium

20 timer lydbøker

  • Eksklusive podkaster

  • Ingen annonser i Podimo shows

  • Avslutt når som helst

2 Måneder for 19 kr
Deretter 99 kr / Måned

Kom i gang

Premium Plus

100 timer lydbøker

  • Eksklusive podkaster

  • Ingen annonser i Podimo shows

  • Avslutt når som helst

Prøv gratis i 14 dager
Deretter 169 kr / måned

Prøv gratis

Bare på Podimo

Populære lydbøker

Ofte stilte spørsmål

Flere spørsmål og svar
Kom i gang

2 Måneder for 19 kr. Deretter 99 kr / Måned. Avslutt når som helst.