Roccy Knows
Roccy DeFrancesco is a "recovering attorney" who puts popular financial advice on trial. Each episode, Roccy — founder of The Wealth Preservation Institute and author of over a dozen books on asset protection and wealth preservation — breaks down the claims made by big-name financial personalities like Dave Ramsey, Suze Orman, and Ken Fisher, and shows you the details they leave out.
Topics include annuities, indexed universal life insurance, whole life insurance, 529 plans, estate planning, and how to spot a bad advisor before they cost you. Sourced, on the record, no sales pitch — just the numbers most advisors won't show you.
New episodes weekly. Subscribe and see for yourself.
Roccy Knows
Latest Episodes
Bad Financial Advisors: Red Flags and Questions to Ask
Roccy DeFrancesco has spent his career inside the insurance and financial advice industry — as an attorney, a licensed agent, the co-founder of an insurance marketing organization, and the co-founder of a registered investment advisory firm. Th...
Who Is Craig Wear, the Roth IRA Conversion Guru?
Roth conversions are one of the hottest topics in financial services right now, and Roccy DeFrancesco's view is that a lot of what's driving that is fear-based marketing: click this, download that, learn why I'm the expert who can run your numb...
529 vs IUL for College: 6 Examples, One Clear Winner
Episode 1 gave you Roccy's opinion on using cash value life insurance for college. This one gives you the math — six worked examples, real illustration numbers, and a head-to-head against the 529 plan.Roccy DeFrancesco stacks every assum...
IUL vs 529 Plans: The Truth About College Funding
Thousands of insurance agents pitch cash value life insurance as a college savings vehicle. Roccy DeFrancesco makes money when agents sell life insurance — and he's telling you not to use it for this.In the debut episode of Roccy Knows, ...