Tag: Financial Literacy
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230 – The Power Of Personal Branding With Ema Roloff
Summary In this episode, Emma Roloff, co-founder of Roloff Consulting, discusses the power of personal branding and digital transformation in sales …
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210 – Using Behavioral Finance To Strengthen Your Practice With Marshall Heitzman
Summary In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall interview Marshall Heitzman, VP of Advanced Planning Consulting at …
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199 – Making Social Security Conversations Easier With Jeff Quigley
Most retirement plans start with Social Security. However, very few people actually understand how their payment is determined or what their check cou…
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197 – Annuities for Dummies With Kerry Pechter
Have we gotten any smarter about retirement and annuities since 2008? That was the year in which today’s guest Kerry Pechter, first released his book,…
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182 – Make 70 Your 100, Save 20, Give Away 10 With Dale Alexander
We have spent a lot of time talking about rules of thumbs for managing saving in retirement. However, what are the rules we should be giving to ou…
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128 Spreading The Truth About Annuities with Cyrus Bamji
Got Milk? Enjoy eating the Other White Meat? Today, meet Cyrus Bamji, Head of Communications for the Alliance for Lifetime Income. Cyrus and his team …
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126 Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough
Knowledge is power, especially when it comes to money, savings, and planning for retirement. Today we’re joined by Carson Hewett, Manager of Strategic…
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111 KYC(P)- Know Your Client’s Personality To Provide Better Advice with Dr. Preston Cherry
The regulators make us attest we know our clients. However, do we really know what makes them tick? Dr. Preston Cherry joins us today to discuss perso…
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092 Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark
How does one educate college students and clients about the importance of the time-value of money in the middle of our virtual age? Matt Carey joins u…
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Creating Online Security for Seniors and Their Savings
Since March 2020, seniors have quickly grown comfortable shopping online. They have learned how to connect with family, church, and community via web …