10 episodes

Two financial professionals go back and forth on the pros and cons, advantages and disadvantages, and general comparisons of one topic per episode.

Back & Forth with Blue Ridge Wealth Blue Ridge Wealth Planners

    • Investing
    • 5.0 • 1 Rating

Two financial professionals go back and forth on the pros and cons, advantages and disadvantages, and general comparisons of one topic per episode.

    Life Insurance (Ep. 10)

    Life Insurance (Ep. 10)

    Can life insurance be a part of your tax plan? Is a Section 7702A plan really a super Roth? What if the rules change?

    • 28 min
    Real Estate Investment (Ep. 9)

    Real Estate Investment (Ep. 9)

    Is real estate an uncorrelated asset? Is illiquidity a problem? Should you incorporate a pooled investment in commercial properties as a source of diversified income?

    • 28 min
    Annuities (Ep. 8)

    Annuities (Ep. 8)

    What happens if you live longer than your money? Are annuities all bad? Are any of them useful sources of lifelong income as they promise?

    • 27 min
    The Election (Ep. 7)

    The Election (Ep. 7)

    Do elections really affect markets? Does it really matter which party wins? Are our elected officials affecting the markets or is it the fear or hope that comes with our own expectations?

    • 25 min
    Having a Financial Advisor (Ep. 6)

    Having a Financial Advisor (Ep. 6)

    Can you take care of your finances on your own? Should you? What can a financial advisor do that you can't or don't want to do on your own?

    • 26 min
    Growth vs Value Investing (Ep. 5)

    Growth vs Value Investing (Ep. 5)

    Are the darlings of the stock market worth the hype, or should you stick to the tried and true giants of commerce? Are dividends a useful source of income, or are you better off letting companies reinvest in themselves?

    • 26 min

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