Advisor Insight Podcast Catalog
Each podcast episode gives you a quick summary of the latest industry news, updates and information.
Directions: To listen to specific a podcast episode, click on the audio player's triangular play button OR click on its title below. (NOTE: OUR PODCASTS ARE NOT APPROVED FOR CE CREDIT!)
| Episode | Date Published |
| Episode 3: 2020 HSA Numbers
|
10/16/2019 |
| Episode 2: 2020 COLA Numbers
|
10/16/2019 |
| Episode 1: 2019 IRS Tax Information
|
12/13/2018 |
| Episode 2: Financial Exploitation of Seniors
|
2/7/2018 |
| Episode 1: Roth IRA Recharacterization After the Tax Cuts and Jobs Act of 2017
|
1/30/2018 |
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)