Tag: Retirement Legislation
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201 – The End of Leads As We Know Them With Danny Greeson
Leads really are the lifeblood of many retirement practices. However, changes in regulation both in the annuity and Medicare space may put an end to t…
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189 – How To Build A Market Advising 401(k) Plans with Bonnie Treichel
With the passage of the SECURE Act 1.0 and 2.0, agents and advisors have a greater opportunity than ever before to help individuals navigate the compl…
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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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177 – Finding The Emotional Side of Financial Planning With Jamie Hopkins
Our emotional relationship with money is complex. How we feel about it often shapes how we spend and how we save it. Joining us today is Jamie Hopkins…
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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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172 – Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain – 1 of 2
The SECURE Act reinvigorated interest in expanding the market for in-plan annuities. However, we need to make many more changes to really drive adopti…
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134 Picking Nouns or Verbs In Retirement Planning With Michelle Richter
Language is powerful. It’s exceptionally powerful in the highly regulated world of retirement planning. Michelle Richter, Principal at Fiduciary Insur…
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130 Navigating The New Regulatory Standards with Hayley Maldonado and Eric Marhoun
Regulation never sleeps in our business. More states continue to enact the new NAIC model regs. And now the Department of Labor suggests it may come o…
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118 Finding Meaning and Making Money with H. Adam Holt
Today, we catch up with one of our first guests, H. Adam Holt, CEO of Asset-Map to discuss a wide variety of topics. He gives us a sneak peak of an al…
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084 Saving the “Lost Generation” Of Near Retirees With Siavash Radpour
For people ages 55 to 65, the pandemic presents enormous risk in retirement. Siavash Radpour, the Associate Research Director of the Retirement Equity…