Our favorite professional fiduciary, Marguerite Lorenz, talks about her free course, Estate Planning 101, which will start again in June. These free classes sell out fast so register today! Get more of Smarter San Diego: Website: http://smartersandiego.com/ Facebook: https://www.facebook.com/smartersandiego Twitter:… Read More ›
Financial literacy is important, but who can you really trust? Today we are joined by Financial advocates from Penn Mutual, Wendy Lyon and Tari Watkins to discuss whether we should listen to the financial “gurus” out there and how to… Read More ›
It’s time to get smarter with the Smarter San Diego crew! Check out our amazing guests and their incredible topics! ____ ____ TOPICS: 1 – Top 3 Reasons why it makes sense to refinance now: Higher home values can really… Read More ›
Brad Pagano, managing director for the San Diego Financial Literacy Center talks about the amazing work they’re doing to educate a new generation on financial planning! You may have to share this one with someone you know! ______ ______ Get… Read More ›
Learning how to be financially fit is just as important as being physically, emotionally or spiritually fit in the military. Here to show you the way is Nicole Hazleton, our downtown real estate expert, and her guest, ARMY Veteran Scott… Read More ›
As usual, bringing the most interesting guests who make you… smarter than everyone else – in this episode of Smarter San Diego: 1. Phoebe Chongchua: Social media has made a huge impact on traditional journalism – Phoebe Chongchua, a news anchor/journalist turned… Read More ›
I think it’s pretty easy to argue that the Stock Market has been forming a Bubble for quite some time, but the bigger question is, what should you DO about it? Here’s the problem…even if we know for a fact that… Read More ›
What is your EDGE? In other words, what is it that you know, that nobody else knows about your potential investment? This question will help you be clear about the real reasons you want to invest. If you really have… Read More ›
If you aren’t a believer in the power of Twitter yet, I’ll change your mind in just a few minutes. Yesterday, Carl Icahn, who is truly an “icon” in the world of investing, sent a couple of tweets that generated… Read More ›
Sun Life’s Financial survey titled “Well-Placed Fears: Workers’ Perceptions of a Critical Illness” discovered something intriguing. The vast majority of adult workers have a much greater fear of permanent illness than they do of…well, death. This is pretty logical in… Read More ›