Retirement

WealthManagement’s Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show

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The cast of That Annuity show is proud to report that our retirement podcast, was recognized as one of the “Fifteen Must-Listen Podcasts” by WealthManagement.com. I/we really want to thank all the great guests in 2021 who made this possible. In particular, I/we want to give a big shout-out and thanks to Terry Heys, Annuity Gator for nominating us for this honor!

Thanks to our sponsors, The Index Standard, CUNA Mutual Group, SE2 and Nassau Financial Group. And thanks to you, our listeners.

Also, do you want to get regular updates on news about guests of our show? Subscribe to our newsletter, below. 

Links mentioned in this show:

https://www.wealthmanagement.com/careers/fifteen-must-listen-financial-podcasts 

Episode 103: Confidently Sorting Through a Sea of Indices With Laurence Black

Episode 98: Aligning All Interests – The Client, The Advisor and the Company With Yale Bock

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersWealthManagement’s Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show
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Episode 132: Framing Retirement Planning Questions the Right Way With Jason Fichtner

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Someone once told me that finding an answer is easy. Coming up with the right question is not. In a complex process like retirement planning, the questions our clients ask and those we ask of them can prove more powerful for the outcome than the answers we actually receive.

Today, Jason Fichtner joins us to talk about the importance of framing retirement time questions properly to optimize decisions about taking Social Security. Jason is Vice President and Chief Economist at the Bipartisan Policy Center and Senior Fellow for the Alliance for Lifetime Income.

We want to thank our primary sponsor and my employer by day, Nassau Financial Group. We’re “working harder to be your carrier of choice.” We support you with best-in-class service. We seek to keep things simple and will have your back in the years to come. We’re headquartered in Hartford, Connecticut with $19 billion in assets under management and serve over 400,000 policyholders. We have been doing this a long time – 170 years – but we remain humble enough to always try to improve.

Also, do you want to get regular update s on news about guests of our show? Subscribe to our newsletter, below. 

We hope you enjoy the show.

Links mentioned today:
https://bipartisanpolicy.org/person/jason-j-fichtner/
https://www.linkedin.com/in/jasonfichtner/
https://www.protectedincome.org/about-us/

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 132: Framing Retirement Planning Questions the Right Way With Jason Fichtner
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Episode 131: Don’t Forget About Hidden Home Values When Planning For Retirement With Don Graves

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Retirement planning conversations can easily focus only on traditional savings vehicles – 401(k)s, IRAs, money market accounts and stocks. However, home equity is an important asset that shouldn’t be overlooked.

Today, Don Graves, a best-selling author and President of the Housing Wealth Institute explains why every agent should be knowledgeable about reverse mortgages when building plans for clients. Rapidly rising home values in the last 18 months only makes this information more valuable.

Links mentioned in the show:

www.housingweath.net
askdongraves@gmail.com

Do you want to get regular updates from Don Graves, and other That Annuity Show guests? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 131: Don’t Forget About Hidden Home Values When Planning For Retirement With Don Graves
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Episode 130: Navigating The New Regulatory Standards with Hayley Maldonado and Eric Marhoun

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Regulation never sleeps in our business. More states continue to enact the new NAIC model regs. And now the Department of Labor suggests it may come out with new fiduciary standards as well. How should the industry successfully navigate the shifting currents?
Today, we get some great guidance from Hayley Maldonado and Eric Marhoun from the legal department at Nassau Financial Group. Hear how they view the changes and how they have started to address the changes at their company.

Do you want to get regular updates on news about DOL from Nassau’s experts, and other topics across the industry? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 130: Navigating The New Regulatory Standards with Hayley Maldonado and Eric Marhoun
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Episode 129: Finding Purpose in Retirement with Gary Sirak

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Yes, building a retirement plan can feel daunting. However, do you really have a good plan if you don’t have a purpose?

Today, we talk with Gary Sirak, Owner of Sirak Financial. Gary is also the author of “How to Retire and Not Die”. Gary shares his approach to helping clients find a purpose and discover their passion in retirement. And of course, he then helps them build a retirement plan that supports their mission in later life.

Links mentioned the show:

https://garysirak.com/how-to-retire-and-not-die/

The Summit FM – The Link to your Life & Lyrics show!

https://soundcloud.com/thesummitfm/life-lyrics-with-gary-and-max-sirak

Do you want to get regular updates on news from Gary and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 129: Finding Purpose in Retirement with Gary Sirak
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Episode 128: Spreading The Truth About Annuities with Cyrus Bamji

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Remember the popular “Got Milk” and “The Other White Meat” slogans? In this episode, we meet with Cyrus Bamji, Head of Communications for the Alliance for Lifetime Income. Cyrus and his team are on a mission to retell the story of annuities in an even more powerful way than those memorable ad campaigns.

Get the inside story on how the Rolling Stones found the Alliance. And get the first preview of results from one of the most extensive consumer research projects in 2021.

Do you want to get regular updates on news from Cyrus and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 128: Spreading The Truth About Annuities with Cyrus Bamji
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Episode 127: Meeting the Health Care Needs of Seniors In A Changing Market With Jesse Slome

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Any conversation about retirement ultimately revolves around health care needs and expenses. Products for seniors continue to rapidly evolve. And Medicare premiums continue to rise. What advice will you give your clients this year? Today, Jesse Slome the Director of the American Long Term Care Insurance Association, Medicare Supplement Insurance & Critical Illness Insurance Association joins us to offer his perspective.

Connect with Jesse on LinkedIn: https://www.linkedin.com/in/jesseslome/ 

Do you want to get regular updates on news from Jesse, and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 127: Meeting the Health Care Needs of Seniors In A Changing Market With Jesse Slome
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Episode 126: Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough

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Knowledge is power, especially when it comes to money, savings, and planning for retirement. Today we’re joined by Carson Hewett, Manager of Strategic Partnerships at Everfi and Jon Rosborough, Financial Professional Program Director for the Alliance for Lifetime Income. Live at the Rolling Stones concert in Atlanta, we talk about the great work both organizations are doing to help bring education to kids and adults.

Links mentioned in today’s show:

https://everfi.com/

https://www.protectedincome.org/

https://www.protectedincome.org/for-financial-professionals/

Do you want to get regular updates on news from Carson, Jon, and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 126: Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough
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Episode 125: Earning Higher Safe Interest On Your Saving With Michael Nelskyla

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Can a fintech solution help your clients keep their cash safe but potentially grow it? Today we talk with Michael Nelskyla, founder and CEO of SAVE about his solution. Michael was a pioneer in creating custom indices for insurance products and will talk about the overlap in customer needs and expectations will change in the future.

Links mentioned in today’s show:

https://joinsave.com/ref/N8499ED

 

Do you want to get regular updates on news from Michael and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 125: Earning Higher Safe Interest On Your Saving With Michael Nelskyla
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Episode 124: Telling the PG-Rated Story About The Retirement Crisis With Doug Orchard

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Prior guests on the show have expressed a desire for someone to objectively talk about the retirement crisis and the positive role annuities can play in solving it. That person has arrived. Today, we talk with Doug Orchard, an independent film maker who is about to release “The Baby Boomer  Dilemma” at a theater near you. And our guest host this week is none other than Bruno Caron.

Links mentioned in today’s show: http://dougorchard.com/wp/

Do you want to get regular updates on news from Doug and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 124: Telling the PG-Rated Story About The Retirement Crisis With Doug Orchard
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