Archive for February, 2015

EVEILLARD: SPEAKING OUT

February 27, 2015
Public television is holding its winter fund raising drives for the next few weeks so we are revisiting our annual exclusive outlook for the economy, business, policy and markets with Evercore ISI’s Chairman, Ed Hyman. You can watch this episode again here.

NEW THIS WEEK: Legendary value investor, Jean-Marie Eveillard has stepped down from active portfolio management at First Eagle Funds but he hasn’t withdrawn from critiquing central bankers and Wall Street. In our recent, exclusive interview he talked about some of the biggest changes in the economic and financial landscape and some things that never change. He begins with the Federal Reserve’s unprecedented monetary policies. Continue Reading »

Pond: Achievable Retirement Planning

February 20, 2015

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POND: ACHIEVABLE RETIREMENT PLANNING

February 20, 2015

Despite widespread warnings to the contrary, veteran financial planner and investment advisor Jonathan Pond believes no matter what your age or circumstances you can take steps to get your financial house in order and achieve a comfortable retirement. Continue Reading »

REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE

February 20, 2015

REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE

  • Workers with a financial plan much more confident about retirement than those without a plan
  • Easy to get a retirement plan check-up online

ONLINE CHECKUP

JONATHAN POND’S SMART PLANNER

  • Online financial planning service
  • Access anonymously
  • Low-fee

SHERYL GARRETT’S GARRETT PLANNING NETWORK

  • Hourly Advice over the phone, or in person
  • Local Financial Planner vetted by Garrett

Watch the related WEALTHTRACK episode.

POND: “SMART” FINANCIAL PLAN

February 20, 2015

Jonathan Pond spent over two decades hosting financial planning specials on public television, all the while refining his online financial planning tool, Smart planner which was offered as a fund raising premium to viewers. This year, Pond is making Smart Planner available to all Americans for a modest fee of $40.00. We asked him to tell us all about this confidential and anonymous online service and if it will ever replace human financial planners.

Watch the related WEALTHTRACK episode.

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