Office Hours with Gary Allen
Dive into the world of financial literacy with ”Office Hours with Gary Allen,” the essential podcast for California Teachers Association (CTA) members.
Episodes
In this episode of "Office Hours with Gary Allen," Gary Allen delves into the intricate world of financial and insurance advisors that CTA members frequently encounter. He illuminates the critical differences between fiduciary and non-fiduciary advisors, emphasizing the significance of understanding these distinctions to make informed financial decisions. Gary explains how fiduciaries, bound by legal and ethical obliga...
Join Gary Allen as he demystifies index annuities, revealing the stark differences between marketing promises and the reality of these complex insurance products sold to CTA members.
Here is a link to the flyer on the index annuity
https://merrillconnect.iscorp.com/nlg/viewDocument.action?itemNbr=101598
Here is a picture of Nominal versus Real Returns mentioned in the podcast:
Join Gary Allen as he delves into the world of credit card debt, offering CTA members a lifeline out of the debt treadmill that too many people are stuck on. Learn through some practical advice and proven strategies to get out of debt once and for all.
In this episode of "Office Hours with Gary Allen," Gary delves into the complex world of financial and insurance advisors that CTA members encounter. He illuminates the critical differences between fiduciaries and non-fiduciaries, emphasizing the importance of understanding these distinctions to make informed financial decisions.
Gary explains how fiduciaries, bound by law to act in your best interest, contrast with non-fiduciaries...
Host Gary Allen, AIFA, the lead advisor of the CTA 403(b) offers invaluable insights tailored specifically for educators. Gary dives deep into the unique financial challenges and opportunities faced by California Teachers Association (CTA) members.
From understanding the importance of human capital to strategic planning for a secure retirement, this episode is a guide for educators at any stage of their career. Inspired by the word...
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