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Forum on Finance
with Stephen Downey and Bob Geiler
Wednesdays, 12PM-1PM PST

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Each week on Forum On Finance, Stephen and Bob (learn more) explore the financial issues we all deal with or would like to know more about - insurance products for life, health, auto, property, causality, investment opportunities and strategies, workers compensation, retirement and family, business or estate issues. They interview some of the most knowledgeable experts in each field as well as answer questions from listeners. "The Taxman," Mr. Tracy Gaines, and the top Social Security expert, Mr. Tom Margenau, are featured each week.

 

October 22nd, 2003
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Steve, Bob and Paul discuss various kinds of homeowner's insurance claims and the impact on rates and deductibles.

Rick Fenelli, estate planning expert, talks about gifts and taxation. Tom Margenau, answers questions on Social Security benefits. Call-in questions on sole proprietorships and survivor liabilities, health insurance after leaving a corporation.

The discussion continues on gifts and taxation by explaining gift giving in a trust. Tracy Gaines, tax expert, gives his tip of the day on tax-deductible interest on home mortgages vs rental properties.