Broker Check

Radio Show

Saturday 9:00AM - 10:00AM  Making Money Sense Show with Larry Rosenthal 

Each week Larry discusses topics current to the economy as well as a handful of financial planning subjects.  

Below are some of the topics Larry will be highlighting during the upcoming shows.

Listen Live

Saturday 9:00AM - 10:00AM  Making Money Sense Show with Larry Rosenthal  SiriusXM Family Talk, 131

Each week Larry discusses topics current to the economy as well as a handful of financial planning subjects.  

Below are some of the topics Larry will be highlighting during the upcoming shows.  

Previous Shows

Radio Show October 20, 2018 -A Look at Diversification

Ancient Chinese merchants are said to have developed a unique way to reduce their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a good chance of getting through and the majority of the shipment could be saved.

Your investment portfolio may benefit from that same logic.

Diversification is an investment principle designed to manage risk. However, diversification does not guarantee against a loss. The key to diversification is to identify investments that may perform differently under various market conditions.

On one level, a diversified portfolio should be diversified between asset classes, such as stocks, bonds, and cash alternatives. On another level, a diversified portfolio also should be diversified within asset classes, such as a diverse basket of stocks.

Learn more

Radio Show , October 27, 2018 - What is a 1035 Exchange

According to the most recent information available, Americans have individual life insurance with a total face value of $12 trillion.1

Due to a variety of factors, these individuals may find themselves in circumstances where the specific life insurance policy or annuity contract they own does not suit their needs.2 They may want to exchange products without incurring a taxable event.

That’s where Section 1035 of the Internal Revenue Code comes in. A 1035 exchange provides a means for exchanging an annuity contract or life insurance policy without being treated as if it had been surrendered or sold. Keep in mind that a 1035 exchange can be used only when it involves the same contract or policyholder and the same type of product.

Learn more


Click below to sign-up for our newsletter.



Ready to get started?

Contact an advisor to get started today.

Contact Us