Tag: Retirement Income
-
164 – You Can’t Solve Risk By Adding More Risk with David Macchia
Rising inflation and rising rates have created a challenging environment for retirees. At the same time, our industry is poised to offer significant p…
-
163 – The State of the Annuity Market Today with Todd Taylor
The annuity industry reported record sales in the first half of this year. Leading the pack was none other than New York Life. Today, we meet Todd Tay…
-
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, …
-
159 – Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky
You will probably receive a statement by the end of the month from your 401(k) provider that includes a Lifetime Income Illustration. What does the pr…
-
158 – Climbing Down The Financial Mountain With David Rosell
The proverb that it’s harder to climb down a mountain than go up is true in every sense of the word. Here’s a gruesome stat – between 1921 and 2006, 5…
-
156 – Selling Equity As New Way To Access The Value of Your Home In Retirement With David Shapiro
A home is typically one of the largest individual assets we must include in a retirement plan. However, it’s also one of the most illiquid ones. We’ve…
-
155 – The Social Security Sky Isn’t Falling with Kerry Pechter
In 2034 or 2035, the Social Security trust fund will be depleted. Much has been written about the significance of the event. Kerry Pechter, Editor of …
-
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…
-
150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer
How can companies and governments offer lifetime income for groups of employees or other individuals when annuities may not be available? Richard Fulm…
-
148 Planning for Very Long Happy Retirement With Steve Vernon
People are living longer. Much longer. How should that change how we plan for retirement? Steve Vernon, President at Rest-of-Life Communications and C…