Tag: Assets
Precious Metals & What Makes the Dollar the World’s Reserve Currency with Andy Schectman (Ep.24)

Precious Metals & What Makes the Dollar the World’s Reserve Currency with Andy Schectman (Ep.24)

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Gold has been considered a solid investment option by many, having lasted several centuries and survived market rise and fall. 

But is gold still a solid investment in today’s market?  

In this episode, Brent Mekosh is joined by the President of Miles Franklin Precious Metals Investments, Andy Schectman. Andy explains everything you need to know about precious metals, their role in investment planning, and why they have remained a solid long-term investment. Andy also reveals the current state of gold and silver markets and what that means for the future.

Andy discusses:

  • Why do individuals choose alternative investments
  • Where gold and silver fit within investment planning
  • What makes the dollar the world reserve currency
  • How have world events changed the way gold and silver are valued and traded
  • And more!

Resources:

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About Our Guest:

Before starting Miles Franklin, Ltd. in 1989, Andy Schectman became a Licensed Financial Planner specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andy has developed an operation that maintains trust, collaboration, ethical behavior, superior customer service, and satisfaction to better serve its clients. He is responsible for overseeing the firm’s operations and business functions, including strategy and planning, account management, finance, and new business.

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Maximizing Life Insurance For You And Your Beneficiaries with Steven Moore (Ep.12)

Maximizing Life Insurance For You And Your Beneficiaries with Steven Moore (Ep.12)

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Life insurance policies can provide peace of mind and monetary benefits to individuals and their beneficiaries.

In this episode, Brent Mekosh is joined by the Vice President of Highland Capital Brokerage, Steven Moore, to unveil all things life insurance. Steven recounts the variety of reasons someone would buy life insurance, its use as a death benefit and cash accumulation, and how to divert a portion of your life insurance policy towards long-term care.

Steven discusses:

  • The difference between maximizing death benefits and maximizing cash accumulation
  • The impact of the emerging market crisis on life insurance growth
  • Life insurance protection when facing lawsuits
  • How to contribute a portion of death benefits toward retirement planning
  • And more!

Connect with Steven Moore:

Connect with Brent Mekosh:

About our Guest:

Steven J. Moore, CLU®, serves as a Vice President for Highland Capital Brokerage.

Steve joined Highland in February 2008. He is responsible for assisting financial advisors in meeting the wealth management needs of their trusted clients, and he focuses on insurance-based strategies.

With 25 years of experience, Steve has extensive knowledge of the companies, products, and sales techniques available within the life insurance industry. Before joining Highland, Steve was a Regional Estate Planning Consultant with Morgan Stanley. His planning expertise Includes estate and charitable strategies.

Steve graduated from The University of Washington and is a Chartered Life Underwriter®. He holds the following FINRA licenses: Series 7 (General Securities Representative) Series 63 (Uniform Securities Agent State Law Examination).

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