Podcast Catalog


Directions: To listen to specific a podcast episode, click on its title below. (NOTE: OUR PODCASTS ARE NOT APPROVED FOR CE CREDIT!)

Episode Date Published Time Allotment (approximate) PDF
Episode 1: Roth IRA Recharacterizations After the Tax Cuts and Jobs Act of 2017
Summary of the provisions in the new Tax Cuts and Jobs Act of 2017.
1/30/2018 4:23 mins
Episode 2: Financial Exploitation of Seniors
Synopsis of FINRA Rules Relating to Financial Exploitation of Seniors
2/7/2018 07:02 mins

ABOUT ED

Edward J. Barrett CFP®, CHFC®, CLU®, CEBS®, RPA, CRPS®, CRPC®, CPFA is the Founder, President and CEO of The Barrett Companies and Broker Educational Sales & Training, Inc. (BEST). He has over 40 years of experience in the financial and insurance services industries, is the principal author of a series of professional continuing education courses and has presented to roughly 200,000 financial and insurance professionals nationwide.

PROFESSIONAL EXPERIENCE

  • 1986 - Formed the Barrett Companies and BEST

  • 1984 - Merrill Lynch:

    • Account Executive

    • Estate and Business Insurance Specialist for the New England region

  • 1974 - Investors Diversified Services (IDS):

    • Account Executive

    • Estate and Business Insurance Specialist for the New England region

EDUCATION/SERVICE

  • Bachelor of Science Degree in Economics and Political Science
  • Certified Financial Planner (CFP®)
  • Charted Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Certified Employee Benefit Specialist (CEBS®)
  • Retirement Plans Associate (RPA)
  • Chartered Retirement Plans SpecialistSM (CRPS®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Certified Plan Fiduciary Advisor (CPFA)