Tag: Retirement Planning
-
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…
-
117 Matching Your Practice Model To Your Client’s Psychology with Wade Pfau and Alex Murguia
Last week, we explored the psychology of building a retirement solution for a client that not only delivers results, but also adapts to the personalit…
-
116 Finding Retirement Solutions That Stick with Wade Pfau and Alex Murguia
What makes a retirement recommendation not only work but also stick for you client? Could it be a combination of personality traits and beliefs about …
-
113 We Love Annuities with Sheryl Moore
Summer is almost over. What’s the outlook for the annuity industry as we head back to our (virtual) offices? Sheryl Moore is the perfect guest to prov…
-
113 Income Allocation Planning with Jerry Golden
How do you create more income with less market risk and lower fees and income taxes than traditional retirement income plans for your client? Jerry Go…
-
112 Medicare ABGFs with Terence Martin
Healthcare typically is the biggest expense facing retirees. However, can you help you help your clients navigate the complexities of Medicare, Medica…
-
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…
-
110 Creating Happiness For Your Clients with Tom Hegna
How can we create more happy retirement planning clients? Tom Hegna joins our show today to share his insights on how to make this happen in your prac…
-
109 Using and Improving Your RISE Score On The Way to Retirement to with Sheila Jelinek and Peter Sun
Many times when planning for retirement we often try to lock onto a specific date. However, it may be more productive for some to focus on their actua…
-
108 The Next Five Years In The Business Will Be Thrilling with Jim Kerley
The next few years promise to bring more change to our business than the last 50, according to our guest Jim Kerley. He should know. Jim has worked fo…