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Welcome to the Peaceful Wealth Radio Hour for Saturday, May 30, 2009.  In today’s show, R. Scott Maxwell, MBA and Wealth and Income Coach at Talis Advisors and Brent Everett, Chief Investment Officer at Talis Advisors:

1. Count the specific costs of leaving retirement savings in a previous employer’s 401(k) plan and name the 4 benefits of rolling over your 401(k) into an elegantly designed portfolio within your IRA
2. Define 5 important issues every 401(k) plan sponsor, Chief Financial Officer or business owner must consider to limit their potential liability and improve their 401(k) plan offering
3. Uncover the truth about investing in gold, including the 4 most popular ways to invest in gold, the costs and risks of each option, the clear historical evidence that should drive your decisions to buy gold and what the academically validated principles of modern finance tell us about gold’s true place in long-term portfolio design
4. Detail 2 primary alternatives to investing in gold to maximize potential returns and maximize peace of mind
5. Develop the fundamental requirements of an insurance risk management plan to ensure your loved ones maintain their lifestyle and standard of living should tragedy strike
6. Explain the purpose of insurance, the 2 primary ways to calculate your coverage needs, which approach is in your best interest, which approach can rob you of your wealth, the 4 main types of insurance coverage, how to decide which type is ideal for you and your loved ones and expose the code words many unscrupulous insurance agents use to separate you from your money
7. Explain Exchange Traded Funds (ETF), their benefits and the risky way many investors use them
8. List 3 of the 10 questions you should always ask to make sure your investments and retirement plans are managed by a trusted advisor focusing on your best interests rather than a commission sales rep driven by self interest and personal profit
9. Encourage listeners to contact them for a complimentary Life Guide entitled “What to do when your loved one dies” to help prepare you to effectively handle the inevitable details, pressures and challenges that must be addressed when tragedy strikes.  They also stand ready to provide an expert insurance policy evaluation to uncover whether your policies will still deliver their intended benefits.    Studies show many policies may be on the verge of lapsing due to recent economic conditions.  Their expert insurance team can evaluate and recommend policy changes where appropriate to provide more benefits for the same costs, similar  benefits for less cost or eliminate all costs yet still maintain or increase the benefits to you and your loved ones

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