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Roth 401(k) (6-15-2010).pdf
Roth 401(a) (6-15-2010).pdf
Roth 403(b) (6-15-2010).pdf
Roth IRA (6-15-2010).pdf
529 (6-15-2010).pdf
Life Insurance (6-15-2010).pdf
Disability Insurance (6-15-2010).pdf
Variable Annuities (6-15-2010).pdf

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401(k) (6-15-2010).pdf
401(a) (6-15-2010).pdf
457 (6-15-2010).pdf
403(b) (6-15-2010).pdf
IRA (6-15-2010).pdf
Variable Annuities (6-15-2010).pdf

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Book Clubs: Helping Each Other Become a Greater Success...

          There is nothing like working with your friends and meeting up to discuss a book that really engages you. "The Bull Truth How to Tell When Your Financial Advisor is Lying... And Never Let It Happen Again!" is a great choice whether you are reading it as part of an investment club or as a group sitting around enjoying a glass of wine and discussing what you can take away from the book that will best help you and your families become a greater success.
          Below are some questions you might want to ask your group. (Please email us any suggestions or book club discussion questions you think other readers will benefit from, and we'll start posting them here!)

Financial Advisor Discussion Points:
-Do you trust your Financial Advisor more or less now that you have read this book? Why?
-What are your experiences with your Financial Advisor that stand out now that you've finished this book?
-Are you planning on re-visiting anything with your Financial Advisor that you previously were not concerned about?
-What part of the book do you feel was most helpful?
-Does anyone feel that they were talked into an investment before they really understood how their investments were taxed that might end up hurting them in retirement?

Life Insurance Discussion Points:
-What is it about Life Insurance that makes it so difficult to discuss?
-Did this book make it easier to discuss your (and your spouse's) Life Insurance? If "Yes": Why?
-Does anyone feel that they might need to look into possibly changing their Life Insurnace strategy now that they have read this book? Why?
-Have you discussed VUL's with your Financial Advisor before? Why / Why not?
-Do you have a separate Financial Advisor and Life Insurance Salesman? How do you think that has helped or hurt you?

Disability Insurance Discussion Points:
-What were your thoughts on the chapter on Disability Insurance?
-Did it make you think you needed Disability Insurance?
-For those of you with a history of cancer and other disaiblities in your families: What did you think about the idea of buying a Long Term Care "Cash" Insurnace policy instead of Disability Insurance?

Long Term Care Insurance Discussion Points:
-If you previously bought Long Term Care Insurance: Are you planning on having a conversation with your Financial Advisor about possibly changing your current Long Term Care Insurance? Why / Why not?
-If you hadn't previously bought Long Term Care Insurance: Would you consider talking at greater length with your Financial Advisor about Long Term Care Insurance after reading this book? If "Yes": Why? If "No": Why not?

Financial Planning Discussion Points:
-Have you started to put together a Decision Grid? If "Yes": How long has it taken you and how far have you gotten? If "No": Why not?
-Did you call your Financial Advisor to help you fill out your Decision Grid?
-Do you have an attorney you can recommend to the group to draft up wills and handle trust questions?
-Do you think your spouse has an equal understanding of your finances and what your goals are? If "No": What plans do you have to engage him/her in discussion about your Financial Plan and goals?
-Do you think your Financial Plan needs to be updated due to a significant event you have experienced recently? (Birth of child/grandchild, death in the family, job promotion, job loss, retirement in less than 5 years, recent inheritance, recent diagnosis, upcoming or recent marriage (yours or your children's), upcoming or recent dissolution of marriage (yours or your children's), etc) Why / Why not?

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