Category: Podcast
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226 – The Practical Problems of Turning Assets Into Income With Mark Shemtob
Merging the worlds of investment and income planning is no small challenge. Mark Shemtob, Fellow of the Society of Actuaries and CFP does this every d…
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225 – Generating Retirement Prospects Online with a Smaller Budget With Alex Khassa
In this episode, Paul Tyler, Bruno Caron, and Ramsey Smith interview Alex Khassa, CEO and founder of Clients Black Box, Inc., about his success in hel…
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224 – Using AI to Generate Real-Time Market Insights With Jens Nordvig
In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and c…
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223 – Tech Modernization: Retiretech Keynote feat. Michele Trogni
Today’s episode is a special keynote recorded at RetiretechTM Vegas on April 9, 2024, where host Paul Tyler welcomes Michele Trogni, CEO of Zinnia, to…
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222 – Bridging the Gap: Annuities in Retirement Planning
Join hosts Paul Tyler, Tisa Rabun-Marshall, Bruno Caron, Ramsey Smith, and guest Graham Clark from Alex Income as they delve into the pivotal role ann…
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221 – Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the evo…
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220 – Insuring Tomorrow: Navigating AI, Regulation, and Innovation
In this episode of That Annuity Show, recorded live at RetiretechTM Vegas, we delve into the dynamic interplay between technology, regulation, and inn…
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219 – Joe Jordan Live From Retiretech Las Vegas
On April 8-10, we held our third RetiretechTM event…this time in Las Vegas. Joe Jordan joined us as a keynote speaker. The next day, we caught up wi…
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218 – Annuities and The Income Path with Tamiko Toland and Michael Finke
Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact…
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217 – The Peak 65 Zone Is Here With Jason Fichtner
217 – The Peak 65 Zone Is Here With Jason Fichtner Jason Fichtner, Chief Economist, Bipartisan Policy Center & Executive Director, Retirement Income I…