Tag: Retirement Income
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186 – Simplifying Market Exposure and FIA Indices with Josh Mellberg
Sometimes very basic questions can be hard to answer when it comes to annuities. One example – How much exposure does a specific vol-controlled index …
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183 – Banning Monte Carlo Simulations & More With David Macchia
Do Monte Carlo simulations cause more harm than good? David Macchia, Retirement Income Strategist, Entrepreneur, and Founder of Wealth2k explores thi…
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181 – Diversification Isn’t a Risk Management Plan Anymore with David Lau
The use of annuities by RIAs continues to grow. David Lau, one of the leading pioneers in the space, joins us today. David is the founder and CEO of D…
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180 – Planning For A Purpose with Joe Jordan
Our guest this week is Joe Jordan. Do I need to say more? But I will. In today’s episode, we discuss how the insurance industry has progressed from a …
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178 – Looking Back At 2022
We covered a lot of topics in 2022 with many of the leaders of the retirement and annuity business. We thought it would be worthwhile to take a look …
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173 – Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain – 2 of 2
In part 2 of 2 Michelle lays out her proposal for revamping the web of state and federals rules and laws to make in-plan annuities a vibrant market in…
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171 – Helping Canadians Retire From Work, Not Life With Fraser Stark
Can a mutual fund create new income potential for investors by sharing mortality risk? The answer is “yes”, starting in Canada. Fraser Stark, Presiden…
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169 – Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke
For those of us in the business, it feels like interest rates have been rising every two weeks. Fixed rates and guaranteed income have gone up. Howeve…
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168 – The Year Of In-Plan Annuities with Matt Wolniewicz
Many people will experience shock when they open their 401(k) statements this year. Will the growing awareness of market risk open the doors for more …
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167 – Answering Social Security Questions in Today’s Environment with Martha Shedden
Social Security remains the starting point for many client conversations. It takes a lot of work to stay current with the changes in rules. Martha She…