2020

Episode 80: Navigating Planning For Generations With Rita Cheng

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Two weeks ago, we talked about the macro economic challenges of supporting the “Sandwich Generation”. This week we talk to Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, a practitioner who addresses these issues every day with her clients. She shares her approach to addressing these tough care issues with both parents and their children. You can visit her site here

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 80: Navigating Planning For Generations With Rita Cheng
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Episode 79: Separating Policy Noise From News With Barbara Matthews

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Changes in federal laws – the CARES Act, the SECURE Act, The Paycheck Protection Program – have all had a major impact on the advice we give our clients this year. What if we had the inside line on what really will get passed by Congress or regulated by the government? Barbara Matthews, Founder and CEO of BCMstrategy, offers an automated service that promises to do just that. Her service find gaps in reported news and actual policy action occurring deep within Washington. She joins us today to look back at 2020 and predict what structural changes we will face in 2021. For more information, visit her site here.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 79: Separating Policy Noise From News With Barbara Matthews
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Episode 78: Managing The Stresses Of The Sandwich Generation With Milliman

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Have your prepared your clients for retirement so they aren’t a burden on their kids in later years? The answer to that question can have an incredible impact on the physical, emotional, and financial health of their daughters. Sheila Jelinek and Suzanne Norman of Milliman return to our program with their colleague Janet Jennings to discuss their recently released study. Entitled “A very expensive sandwich – How multigenerational care affects women’s health costs” the study dives deep into these issues and more. Download the paper here.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 78: Managing The Stresses Of The Sandwich Generation With Milliman
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Episode 77: Syncing Your Message With Your Market With Marie Swift

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We all need to reconnect with clients in today’s stressful world. However, Marie Swift, CEO of Swift Communications says it’s more important to back up, pause, and focus on the distinct niche where you can be an expert.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 77: Syncing Your Message With Your Market With Marie Swift
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Episode 76: Making Sense Of Business News For Your Clients With Jane King

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How do you connect the dots with election and the market for your clients who ask what’s coming next? Jane King, Founder and CEO of LilaMax Media LLC, a multi-platform provider of video content on consumer and business news give us great perspective and advice.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 76: Making Sense Of Business News For Your Clients With Jane King
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Episode 74: Building Your Brand With Social Media With Debra Jasper

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Do you used LinkedIn on a regular basis? Your clients, or more importantly, their kids most certainly do. Making certain your profile reflects your personal brand has never been more important that it is today. Debra Jasper, founder and CEO of Mindset Digital walks us through best practices to build a great online profile.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 74: Building Your Brand With Social Media With Debra Jasper
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Episode 73: Grow Your Annuity Business Through Good Content With Teresa Leno

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Can you find new business by sharing great ideas? Teresa Leno says the answer is a definitive “yes”. Teresa is a former financial advisor turned entrepreneur and the Founder of Fresh Finance. Teresa started Fresh Finance to solve the problem of outdated client communication solutions for advisors to maintain relationships and grow business in a global economy.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 73: Grow Your Annuity Business Through Good Content With Teresa Leno
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Episode 72: Getting Your Financial Household In Order With Nancy Doyle

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Do you have a go-back ready with all your critical financial files? Can your family recite the emergency drill in case a market or job catastrophe hits? Nancy Doyle, author, speaker and high net worth advisor joins and talks through the plan to get to a plan.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 72: Getting Your Financial Household In Order With Nancy Doyle
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Episode 71: Better Serving Your Female Clients With Kathleen Burns Kingsbury

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Some of your most overlooked prospects in the pandemic may be the female members of the couples you have helped over the past several years. Kathleen Burns Kingsbury talks to us about how to better cultivate your relationship with the female members of the families you serve. Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence(R) podcast, and the author of several books, including How to Give Financial Advice to Women and How to Give Financial Advice to Couples.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 71: Better Serving Your Female Clients With Kathleen Burns Kingsbury
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Episode 70: Challenging Retirement Planning Assumptions And With Moshe Milevsky

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Professor Moshe A. Milevsky, a finance professor at the Schulich School of Business and arguably the godfather of modern retirement planning theory joins us today to discuss how to really understand retirement assumptions. Spoiler alert – you may want to brush up on your coding capability.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 70: Challenging Retirement Planning Assumptions And With Moshe Milevsky
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