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


Ed is the Founder, President and CEO of Broker Educational Sales & Training, Inc. (BEST). BEST is a premier provider of continuing education and training programs for financial and insurance professionals in all 50 states and the District of Columbia. Ed has more than 40 years of experience in the financial services industry. Ed is the principal author of a series of professional continuing education books (24 titles), written 180 courses and has presented to more than 150,000 financial professionals since 1986. You will find Ed a knowledgeable and entertaining speaker.


Ed is the Founder, President and CEO of The Barrett Companies, a consortium of several companies involved in the insurance, financial services and real estate industries. Before founding The Barrett Companies, and moving to Florida, Ed began his career in the financial services industry with Investors Diversified Services (IDS) in Boston, MA back in 1974, as a Registered Representative and then becoming one of the companies top District Sales Managers. In 1984, Ed became an Account Executive with Merrill Lynch in Boston, MA and later the Estate and Business Insurance Specialist for the New England region. In 1986, Ed left Merrill Lynch, moved to Miami, FL, where he formed the Barrett Companies and BEST.


Ed received his Certified Financial Planner (CFP®), Charted Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) back in 1986 and 1987. Ed also holds the Certified Employee Benefit Specialist (CEBS®), Retirement Plans Associate (RPA), Chartered Retirement Plans SpecialistSM (CRPS®), and Chartered Retirement Planning CounselorSM (CRPC®) designations. Ed received his Bachelor of Science degree in Economics and Political Science, from the University of Massachusetts, in 1974.