Tag: Retirement Planning
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235 – Why I Bought Fixed Annuities With Sheryl J. Moore
In this episode of That Annuity Show, hosts Paul Tyler, Ramsey Smith, and Bruno Caron interview Sheryl J. Moore, Chief Storyteller of Wink, Inc. and a…
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234 – A Fresh Perspective On Retirement Solutions With Arun Muralidhar
In this episode of That Annuity Show, the hosts are joined by Arun Muralidhar, an expert in retirement security. Arun shares his journey and insights …
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233 – Finding, Funding and Improving The Future Retirement of GenX and GenZ
Join us as we revisit a panel discussion from Retiretech Vegas, April 2024: When should retirement planning start? How should the experience change no…
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229 – Shifting Distribution and Changing Minds With Jim Kerley
Summary In this episode of That Annuity Show, Jim Kerley discusses his report titled ‘Shifting Distribution, Changing Mindset: Why Advisors Aren’t Tal…
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228 – The Shape of Distribution To Come
Join us as we revisit a panel from Retiretech Vegas 2024: Consolidation has permanently changed the face of independent distribution forever. Or has …
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226 – The Practical Problems of Turning Assets Into Income With Mark Shemtob
Merging the worlds of investment and income planning is no small challenge. Mark Shemtob, Fellow of the Society of Actuaries and CFP does this every d…
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225 – Generating Retirement Prospects Online with a Smaller Budget With Alex Khassa
In this episode, Paul Tyler, Bruno Caron, and Ramsey Smith interview Alex Khassa, CEO and founder of Clients Black Box, Inc., about his success in hel…
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223 – Tech Modernization: Retiretech Keynote feat. Michele Trogni
Today’s episode is a special keynote recorded at RetiretechTM Vegas on April 9, 2024, where host Paul Tyler welcomes Michele Trogni, CEO of Zinnia, to…
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222 – Bridging the Gap: Annuities in Retirement Planning
Join hosts Paul Tyler, Tisa Rabun-Marshall, Bruno Caron, Ramsey Smith, and guest Graham Clark from Alex Income as they delve into the pivotal role ann…
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221 – Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the evo…