Eric Rosenberg, Full-Time Financial Blogger

Learn more about Eric Rosenberg online: personalprofitability.com  or ericrosenberg.com

Non-Profit Spotlight

Ventura Community Partners Foundation  is a nonprofit that helps by developing and maintaining parks, recreation and cultural opportunities. They have an event, Fairways & Fiestas on October 20th in Ventura at Olivas Adobe. Check it out online.

Learn more online at meadowlarkserviceleague.com

What’s in the News

Tim Gallagher joins us to discuss what’s in the news this week. He shares insight on the traffic situation with the 101 freeway and car user-ship. Tim also talks about the current bullying issues we’ve seen in the Ventura Unified School District. Connect with Tim online: the2020network.com

The Mailbag

Michael answers 3 questions from listeners. What is a fee-only financial advisor?  What is the difference between financial planning and investment advisory? Do annuities pay a commission, how do you feel about annuities?

Do you have a written investment plan?  This written plan does not have to be complex, but it can help you segment your assets into short term and longer term investment vehicles. You can get financial planning help at Maranantha.com

Thank you to our sponsors:

Geico Local Office – Greg Mauk Serving the 805

Aera Energy – safety, innovation and community. 

American Pacific Mortgage, — Greg Abrams. Serving the 805.

Spanish Hills Country Club  Previews Memberships available.

Allocationlink.com – Investment Management that is smart, low cost & automatic.

Maranantha.com – The way financial planning should be.

Contact us: Michael@allocationlink.com  805-665-3767

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