Tag: Economic Trends
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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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SPECIAL EPISODE – David Czerniecki Discusses Inflation Trends
Inflation is the topic of the day. How high will it go? How long will it last? In a special episode, David Czerniecki, Chief Investment Officer for Na…
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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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079 Separating Policy Noise From News with Barbara Matthews
Changes in federal laws – the CARES Act, the SECURE Act, The Paycheck Protection Program – have all had a major impact on the advice we give our clien…
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076 Making Sense of Business News For Your Clients With Jane King
How do you connect the dots with election and the market for your clients who ask what’s coming next? Jane King, Founder and CEO of LilaMax Media LLC,…
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045 Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington
Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic event…
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043 Looking Back At Our Predictions
Given the pandemic, we decided to shorten the distance of our own rear view mirror. Ramsey, Mark, Will and Paul look back on their predictions made in…
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042 Could COVID-19 Stress The Social Security System? With Mary Beth Franklin
Mary Beth Franklin, Contributing Editor at InvestmentNews, former senior editor at Kiplinger’s Personal Finance magazine and public speaker on Social …
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036 The Coronavirus And Annuities
The spread of the coronavirus has occupied all news broadcasts for the last several weeks. How could this health crisis impact the annuity market? Wil…