Tag: Consumer Education In Finance
-
278 – Nassau’s CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security
Nassau Financial Group’s Chief Investment Officer, Joe Orofino joins Paul Tyler to analyze the current economic landscape and its impact on retirement planning. They examine how Federal Reserve rate cuts affect annuity products, discuss inflation expectations hovering around 3%, and explore the looming Social Security funding crisis.
-
272 – Hedgeness Founder Jay Singh on Embedding AI In Carriers
In this episode, Paul Tyler and Tisa Rabun-Marshall discuss the intersection of annuities and AI with Jay Singh, founder of Hedgness.
-
271 – Prudential, Global Atlantic, Conning & Zinnia on AI Transformation
271 – Prudential, Global Atlantic, Conning & Zinnia on AI Transformation
-
270 – Nassau’s David Czerniecki On Tariffs, Bonds, and Nuclear Reactors
270 – Nassau’s David Czerniecki On Tariffs, Bonds, and Nuclear Reactors
-
267 – Roger Kahlon on Digital Transformation in the Annuity Industry
267 – Roger Kahlon on Digital Transformation in the Annuity Industry
-
266 – Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income
266 – Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income
-
265 – Philip Chao on Building Guaranteed Income At The Workplace
Philip Chao, a leading voice in the 401(k) space shares his sharp focus on creating guaranteed retirement income. The conversation explores Philip’s background, his companies, and the evolving landscape of annuities within retirement plans. Key themes include the role of fiduciaries, the integration of annuities into target date funds, and the future of guaranteed income…
-
264 – Oceanview’s Ben Faught on The Pricing Challenges of Annuities
We welcome Ben Faught, Chief Actuary at Oceanview Life. The conversation delves into the success story of Oceanview Life, its unique investment strategies focusing on mortgage-backed securities, and the challenges and considerations in pricing annuities.
-
263 -Tom Totten and Building Lifetime Income through ESOPs
Tom Totten, an actuary and serial entrepreneur, shares his journey from a defined benefit consultant to advising companies on Employee Stock Ownership Plans (ESOPs). The conversation delves into the intricacies of ESOPs, their guarantees, and the liquidity risks associated with them.
