Tag: Retirement Planning
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219 – Joe Jordan Live From Retiretech Las Vegas
On April 8-10, we held our third RetiretechTM event…this time in Las Vegas. Joe Jordan joined us as a keynote speaker. The next day, we caught up wi…
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218 – Annuities and The Income Path with Tamiko Toland and Michael Finke
Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impact…
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217 – The Peak 65 Zone Is Here With Jason Fichtner
217 – The Peak 65 Zone Is Here With Jason Fichtner Jason Fichtner, Chief Economist, Bipartisan Policy Center & Executive Director, Retirement Income I…
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215 – Learning About Empathy With Ron Gura
Summary Ron Gura, the co-founder and CEO of Empathy joins us today on our show. Empathy aims to provide support and guidance to individuals who have l…
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214 – How The Annuity Industry Will Continue to Evolve With Andy Unkefer
Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the futur…
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212 – Navigating New Proposed DOL Rules With Michelle Richter-Gordon
Summary In this episode, Paul Tyler and his guests discuss the Department of Labor’s new rules and their implications for insurance agents. They explo…
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211 – The Future Shape of Annuities Distribution With James Wong
Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today …
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210 – Using Behavioral Finance To Strengthen Your Practice With Marshall Heitzman
Summary In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall interview Marshall Heitzman, VP of Advanced Planning Consulting at …
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204 – Trends With Traction In The Annuity Market with Tamiko Toland
As the market heads into its final quarter, we thought you would enjoy hearing Tamiko Toland’s take on trends in 2023. In this episode, we talk about …
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203 – Risks That Matter to Companies And Individuals with Tamara Burden
Our world is filled with risks today. At a personal level, we’ve spent a lot of time talking about risks in managing retirement. Today, we explore how…