Category: Podcast
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095 Can You Get What You Want In Retirement With Cyrus Bamji and Colin Devine
Cyrus Bamji and Colin Devine from The Alliance for Lifetime Income join us today to talk about a number of pressing topics in retirement. We cover the…
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094 Obsess About The Retirement Planning Conversation, Not The Tools with Curtis Cloke
We’re living in remarkable times with the release of an amazing range of both paid and open-source tools to help us stress-test retirement plans. Curt…
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093 Sometimes Even The Harshest Critics Like Our Products With Ethan Schwartz
Annuities are insurance, not investments. However, we need smart, passionate people to challenge us on how we build our products. Simpler products, lo…
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092 Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark
How does one educate college students and clients about the importance of the time-value of money in the middle of our virtual age? Matt Carey joins u…
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091 Television, Trust, & Tenacity with Josh Mellberg
Pioneering a new way to sell annuities to the public requires guts and patience. Josh Mellberg, President of J.D. Mellberg Financial joins us today to…
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090 How Will Private Equity Reshape The Retirement Industry With Scott Hawkins of Conning?
Private equity continues to drive investment and mergers & acquisitions in the insurance and RIA market. Scott Hawkins, Direct of Insurance Research a…
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089 Retirement Planning And The Role of Life Insurance
Should every advisor ask their client the “mortality question” when they build a retirement plan? Bobby Samuelson, Executive Editor of The Life Produc…
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088 Virtual Planning Goes Permanent with David Wright
Yes, parts of the country are fortunately beginning to reopen for real life meetings. However, virtual planning will remain an important part of many …
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087 Turning Your Practice Into a Lamborghini With Derek Notman
Your practice can’t be defined by a zip code in today’s digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today…
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Creating Online Security for Seniors and Their Savings
Since March 2020, seniors have quickly grown comfortable shopping online. They have learned how to connect with family, church, and community via web …