EPISODE SUMMARY

Alex and Ed join Jag for a discussion on life insurance, the "Monte Carlo" financial simulation model, and the new trend of "Robo Advisors." They also discuss the long-term future of social security, and what may need to be done to ensure its long-term viability.

EPISODE NOTES

In our third episode, we start with life insurance - who needs it, what the different types are, and what it can do.

Next, we look at financial simulation models, including the "Monte Carlo" simulation that can throw many different variables at your portfolio and test results.

Next, a burning question everyone wants to know about. Ed explains the precarious position Social Security is in, and the possible remedies for it.

Finally, Alex tackles "Robo Advisors," the automated systems that can give you financial advice. His take on them may surprise you.

RESOURCES

Email Alex: ACabot@birchrunfinancial.com
Email Ed: ELambert@birchrunfinancial.com

Call Alex and Ed: 484-395-2190