Tag: Behavioral Finance
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Rerelease: Creating Happiness For Your Clients with Tom Hegna
This week, we revisit an impactful and very relevant episode from this past year. Join us as we hear from our friend, and renowned retirement expert, …
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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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149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng
Some elements of financial planning for retirement will not change – market risk, health risk, and lifestyle plans. Today, we talk about some recent c…
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147 Preparing for Life 2 With Don Ezra
Planning for retirement should not be just about figuring out how to pay the bills when the paychecks end. Planning should be about finding a new iden…
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136 Tackling Unconscious Bias with Martin Powell and Gina Riepel
We’re all fortunate to work in an industry with a wonderful mission. How do we create more opportunities for people of color to experience the same r…
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135 Helping People Find Purpose in Retirement with Joe Jordan
Why do we help people build retirement plans? To optimize cash flow? To minimize asset risk? Yes. However, these should simply be the tools that allow…
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132 Framing Retirement Planning Questions the Right Way With Jason Fichtner
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 ques…
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129 Finding Purpose in Retirement with Gary Sirak
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…
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119 Creating Authenticity, Innovation & Empathy In Insurance with Maria Ferrante-Schepis
How can insurance carriers build an empathetic relationship with policyholders? How do we drive innovation in a stressful time within our companies an…
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117 Matching Your Practice Model To Your Client’s Psychology with Wade Pfau and Alex Murguia
Last week, we explored the psychology of building a retirement solution for a client that not only delivers results, but also adapts to the personalit…