Category: Podcast
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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. Here’s a gruesome stat – between 1921 and 2006, 5…
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157 – Let the Guaranty Fund Genie Out of the Bottle With Harry Stout and Bruce Saul
This episode is for producers only. One of the biggest pain points in explaining annuities is describing the nature of the product guarantees. Most st…
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SPECIAL EPISODE – From the Office of the Chief Investment Officer With David Czerniecki
Inflation, war and the risk of a recession is weighing heavily on everyone’s mind. In this special episode, David Czerniecki, Chief Investment Officer…
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156 – Selling Equity As New Way To Access The Value of Your Home In Retirement With David Shapiro
A home is typically one of the largest individual assets we must include in a retirement plan. However, it’s also one of the most illiquid ones. We’ve…
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155 – The Social Security Sky Isn’t Falling with Kerry Pechter
In 2034 or 2035, the Social Security trust fund will be depleted. Much has been written about the significance of the event. Kerry Pechter, Editor of …
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154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske
Commissions v. fees? Low fees v. high fees? Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agree…
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153 How Did We Get Here With David Blanchett
It’s hard to believe we’re living in a world with high inflation, MYGA rates over 4%, and a stock market that feels like a Disney ride. How did we get…
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152 Helping The Constrained Investor Plan for Retirement With David Macchia
Too often, investment advisors focus on “reverse dollar cost averaging” strategies for retirement planning and ignore longevity risk. All too frequent…
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151 Restarting and Reinventing Seminars With Brad Swineheart
Financial planning seminars. “The king is dead. Long live the king.” In person seminars ground to a halt in 2020. Now they are back – but probably for…
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150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer
How can companies and governments offer lifetime income for groups of employees or other individuals when annuities may not be available? Richard Fulm…