Investor IQ

Investor IQ: Date: 03/20/2010

Part 1 : Listen Long-Term Care Betty Doll , Asheville’s “queen” of long-term care, explains that Medicare often will not cover non-medical custodial care once one has trouble performing certain “activities of daily living.” Betty offers convenient webinars where she can bring you up the learning curve at www.bettydollltc.com. Or, call Betty at 225-9585.
Part 2 : Listen Long-Term Care Betty Doll, nationally recognized speaker and trainer regarding long-term care and its related issues, further explains that Medicare covers medically-related care, but not the general custodial care that people often require as they age. Betty also touches upon how one typically qualifies for benefits under a long-term care policy and provides a few statistics regarding one’s likelihood of needing long-term care. You may reach Betty at 225-9585 or visit www.bettydollltc.com.
Part 3 : Listen Long-Term Care Betty Doll, who holds the “Certified in Long-Term Care” credential, discusses shared benefits policies, the cost of home health care (see a cost survey at www.bettydollltc.com), how premium rate increases work, when one might consider buying long-term care coverage, the notion of tax-qualified long-term care policies, and care-giver choices. You may reach Betty at 225-9585.

Investor IQ: Date: 03/13/2010

Part 1 : Listen Real Estate Long-time real estate attorney David Matney (258-3395) discusses settlement statements, good faith estimates, discount points, origination fees.
Part 2 : Listen Real Estate You sit down at the closing table and you notice a substantial dollar amount for “yield spread.” Long-time real estate attorney David Matney (258-3395) explains what you ought to know about this tricky charge. He also explains some basics about title insurance.
Part 3 : Listen Real Estate Long-time real estate attorney David Matney (258-3395) shares insights about title insurance, escrow accounts, tax service fees, deeds-in-lieu-of-foreclosure, and a couple benefits associated with taking title (for married couples) as tenants-by-the-entirety.

Investor IQ: Date: 03/06/2010

Part 1 : Listen Advisor Credentials/Ethics Special guest, Hal Blackwell, a former broker of a major securities firm, explains how cheap online trades and the advent of the “Do not call” list destroyed the brokerage business model and its impact on retail investors. To read an expose about how Wall Street firms angle to skim investors’ profits, order Hal’s book, “Secrets of the Skim” visit www.halblackwell.com.
Part 2 : Listen Advisor Credentials/Ethics Special guest, Hal Blackwell, a former broker of a major securities firm, discusses how securities brokers might be influenced by certain conflicts of interest. To read an expose about how Wall Street firms angle to skim investors’ profits, order Hal’s book, “Secrets of the Skim” by visiting www.halblackwell.com.
Part 3 : Listen Advisor Credentials/Ethics Special guest, Hal Blackwell, a former broker of a major securities firm, explains that brokers are judged primarily by the level of revenues they generate for their firms – not by the success of their customers. Hal also discusses that brokers often have an incentive to jump from firm to firm and the impact this might have on the end customer. To read an expose about how Wall Street firms angle to skim investors’ profits, order Hal’s book, “Secrets of the Skim” by visiting www.halblackwell.com.

Investor IQ: Date: 02/27/2010

Part 1 : Listen Selling a Business Paul Quick shares insights related to selling a business from a business broker's point of view. Paul is a Certified Business Intermediary, and Broker-in-Charge at Asheville Business Consultants. You may reach him at (828) 254-3598.
Part 2 : Listen Selling a Business Mike Sowinski, shares insights related to selling a business from a bean counter's point of view. Mike is a CPA with 15+ years of experience and principal of CFO Consultants. You may reach him at (828) 712-2913.
Part 3 : Listen Selling a Business Paul Quick and Mike Sowinski discuss 1) which professionals are typically involved in the sale of a business, 2) the general prerability to sell the stock of a business rather than its underlying assets, 3) the importance of structuring the sale so that the seller has an incentive to work toward a smooth transition, 4) the notion of "goodwill,"and 5) that an installment sale might be used to reduce income taxes.

Investor IQ: Date: 02/20/2010

Part 1 : Listen Divorce Attorney Jennifer Moore (a board certified specialist in family law) discusses separation, divorce, litigation, consent orders, and court orders. (The Moore Law Office: 258-8053)
Part 2 : Listen Divorce Attorney Jennifer Moore (a board certified specialist in family law) discusses consent orders, privately negotiated property settlements, marital property, alimony, and child support. (The Moore Law Office: 258-8053)
Part 3 : Listen Divorce Attorney Jennifer Moore (a board certified specialist in family law) discusses property settlements, joint debt, and "legal" vs. "physical" child custody. (The Moore Law Office: 258-8053)

Investor IQ: Date: 02/13/2010

Part 1 : Listen Estate Planning Long-time attorney Steve Jackson (252-7300) explains how the repeal of the estate tax in 2010 could actually wreck one's estate plan and cause primary heirs to be disinherented.
Part 2 : Listen Estate Planning Long-time attorney Steve Jackson (252-7300) discusses "Powers of Attorney" and the different forms they take.
Part 3 : Listen Estate Planning Long-time attorney (252-7300) Steve Jackson discusses Health Care Powers of Attorney, Living Wills, and Anatomical Gifts.

Investor IQ: Date: 02/06/2010

Part 1 : Listen Estate Planning 30-year estate planning veteran (and attorney) Steve Jackson explains how the repeal of the federal estate tax in 2010 might INVALIDATE one's estate plan.
Part 2 : Listen Estate Planning Will Congress "repeal the repeal" of the estate tax in 2010? The elimination of the federal estate tax has effectively been replaced by a capital gains tax ... that would impact many more people than the estate tax ever would have!
Part 3 : Listen Estate Planning Attorney Steve Jackson expalins how the 2010 repeal of the federal estate tax could INVALIDATE your estate plan and result in your SPOUSE or other beneficiaries being disinherited!

Investor IQ: Date: 01/30/2010

Part 1 : Listen Taxes Tax scams. Don't try any of these!
Part 2 : Listen Taxes Tax scams. Don't try any of these!
Part 3 : Listen Taxes Tax scams. Don't try any of these!

Investor IQ: Date: 01/23/2010

Part 1 : Listen Advisor Credentials / Ethics Pearls of wisdom from Warren Buffett / Inflation-indexed investments
Part 2 : Listen Investing Inflation-indexed investments / Insured bonds / Dividends vs. interest
Part 3 : Listen Investing General investment concepts: Dividends, interest, appreciation, gains, total return, time-weighted return, dollar-weighted return / Tricky mortgages

Investor IQ: Date: 01/16/2010

Part 1 : Listen Investor Psychology Pearls of wisdom from legendary investor, Warren Buffett
Part 2 : Listen Investor Psychology Pearls of wisdom from legendary investor, Warren Buffett
Part 3 : Listen Investor Psychology Pearls of wisdom from legendary investor, Warren Buffett