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 Latest Podcast:

Insurance to Help Care Givers With Tom Beauregard

Most of us will need long term care at some point in our life. What if we could purchase insurance that would help us and our caregivers navigate the process? Tom Beauregard, Founder and CEO of HCG Secure joins us today to talk about the insurance and services his new company offers retirees. Read more

Latest Episodes

Episode 160: Insurance to Help Care Givers With Tom Beauregard

What if we could purchase insurance that would help us and our caregivers navigate the process?

Episode 159: Making Sense of Your Clients’ 401(k) Lifetime Illustration Statements With Jack Towarnicky

Jack Towarnicky, HR, Total Rewards, Employee Benefits Subject Matter Expert joins us to explain the assumptions and the gaps in the mandatory disclosure.

Episode 158: Climbing Down The Financial Mountain With David Rosell

The proverb that it’s harder to climb down a mountain than go up is true in every sense of the word.

Episode 157: Let the Guaranty Fund Genie Out of the Bottle With Harry Stout and Bruce Saul

One of the biggest pain points in explaining annuities is describing the nature of the product guarantees.

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 Paul Tyler

Paul Tyler

 Ramsey Smith

Ramsey Smith

 Mark Fitzgerald

Mark Fitzgerald