Tag: Retirement Planning
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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…
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Building a Vision of a Better Future Self in a Very Stressed World
We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to …
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083 Why Only 7% of Retirement Assets Sit In Annuities with David Hanzlik
If annuities can solve the critical problem of not outliving one’s assets, why don’t we find them in more retirement portfolios. David Hanzlik, Vice P…
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082 Maybe Politics Won’t Really Impact The Market With Charles Sizemore
We think the elections have a great impact on the market. However, do they really? In today’s show, Charles Sizemore challenges those assumptions. Cha…
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081 Predicting the Year Ahead With David Blanchett
What will 2021 bring to the retirement planning industry? Last year, we made our predictions. This year, we brought in the big guns. In this episode, …
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080 Navigating Planning For Generations with Rita Cheng
Two weeks ago, we talked about the macro economic challenges of supporting the “Sandwich Generation”. This week we talk to Marguerita (Rita) Cheng, CE…
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079 Separating Policy Noise From News with Barbara Matthews
Changes in federal laws – the CARES Act, the SECURE Act, The Paycheck Protection Program – have all had a major impact on the advice we give our clien…
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078 Managing The Stresses of the Sandwich Generation with Milliman
Have your prepared your clients for retirement so they aren’t a burden on their kids in later years? The answer to that question can have an incredibl…
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077 Syncing Your Message With Your Market With Marie Swift
We all need to reconnect with clients in today’s stressful world. However, Marie Swift, CEO of Swift Communications says it’s more important to back u…
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076 Making Sense of Business News For Your Clients With Jane King
How do you connect the dots with election and the market for your clients who ask what’s coming next? Jane King, Founder and CEO of LilaMax Media LLC,…