Category: Podcast
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184 – The Next Steps In FIA Index Recommendations with Branislav Nikolic and Jay Watson
In a turbulent economic time, recommending client allocations in FIA indices has never been harder. Our friends at The Index Standard, Branislav Nikol…
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183 – Banning Monte Carlo Simulations & More With David Macchia
Do Monte Carlo simulations cause more harm than good? David Macchia, Retirement Income Strategist, Entrepreneur, and Founder of Wealth2k explores thi…
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182 – Make 70 Your 100, Save 20, Give Away 10 With Dale Alexander
We have spent a lot of time talking about rules of thumbs for managing saving in retirement. However, what are the rules we should be giving to ou…
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181 – Diversification Isn’t a Risk Management Plan Anymore with David Lau
The use of annuities by RIAs continues to grow. David Lau, one of the leading pioneers in the space, joins us today. David is the founder and CEO of D…
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180 – Planning For A Purpose with Joe Jordan
Our guest this week is Joe Jordan. Do I need to say more? But I will. In today’s episode, we discuss how the insurance industry has progressed from a …
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179 – Predicting the 2023 Balance Sheet for the Annuity Industry with Scott Hawkins
Last week we looked back at 2022. This week we’re looking ahead at 2023 with Scott Hawkins, Managing Director and Head of Insurance Research for Conni…
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178 – Looking Back At 2022
We covered a lot of topics in 2022 with many of the leaders of the retirement and annuity business. We thought it would be worthwhile to take a look …
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177 – Finding The Emotional Side of Financial Planning With Jamie Hopkins
Our emotional relationship with money is complex. How we feel about it often shapes how we spend and how we save it. Joining us today is Jamie Hopkins…
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176 – Thoughtfully Recommending Indices with Laurence Black and Branislav Nikolic
Indices continue to proliferate within the fixed indexed annuity market. Yes, choice is good for the client but it can create a complicated environmen…
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175 – Thinking Ahead Of Older Age with Marti DeLiema, Naomi Karp, and Steve Vernon
Dementia presents a growing risk for all of us as we age. Research shows that even mild cognitive impairment makes it hard for people to manage their …