Category: Podcast
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086 How To Retire With Strength with Bruno Caron
How do retirees juggle between between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at …
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085 Framing the Retirement Discussion With Tamiko Toland
A recent study suggests that starting a conversation about equity market risk may not be an effective way to start a dialogue about annuities. Learn m…
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Getting Seniors to Know, Like and Trust Us in a Virtual World
Prior to the pandemic, seniors proved to be the highest growing user segment for Facebook. As a result of the pandemic, they now know how to use a var…
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084 Saving the “Lost Generation” Of Near Retirees With Siavash Radpour
For people ages 55 to 65, the pandemic presents enormous risk in retirement. Siavash Radpour, the Associate Research Director of the Retirement Equity…
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Building a Vision of a Better Future Self in a Very Stressed World
We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to …
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083 Why Only 7% of Retirement Assets Sit In Annuities with David Hanzlik
If annuities can solve the critical problem of not outliving one’s assets, why don’t we find them in more retirement portfolios. David Hanzlik, Vice P…
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Investing in the Future of Our Industry // Reimagining Retirement Special Edition
Where will investors place their bets on the retirement industry over the next three years? We asked a distinguished panel of venture capitalists thei…
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082 Maybe Politics Won’t Really Impact The Market With Charles Sizemore
We think the elections have a great impact on the market. However, do they really? In today’s show, Charles Sizemore challenges those assumptions. Cha…
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081 Predicting the Year Ahead With David Blanchett
What will 2021 bring to the retirement planning industry? Last year, we made our predictions. This year, we brought in the big guns. In this episode, …
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080 Navigating Planning For Generations with Rita Cheng
Two weeks ago, we talked about the macro economic challenges of supporting the “Sandwich Generation”. This week we talk to Marguerita (Rita) Cheng, CE…