Tag: Retirement Planning
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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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200 – Playing The Long Game in The Retirement Industry With Scott Stolz
What’s changed in our business? What hasn’t? Today, we have a great conversation with industry veteran Scott Stolz, Managing Director of iCapital. Lin…
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199 – Making Social Security Conversations Easier With Jeff Quigley
Most retirement plans start with Social Security. However, very few people actually understand how their payment is determined or what their check cou…
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198 – State of the State of the Retirement Industry With Jim Kerley
In the retirement industry, we’re living through a lot of change. Who could be better to help us put the challenges in perspective than Jim Kerley, Ma…
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197 – Annuities for Dummies With Kerry Pechter
Have we gotten any smarter about retirement and annuities since 2008? That was the year in which today’s guest Kerry Pechter, first released his book,…
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196 – Creating New Experiences and Clients in the Metaverse with Panos Leledakis
Emerging augmented reality and virtual reality technology present an interesting opportunity to create memorable experiences for clients. Panos Leleda…
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193 – The Quarterly Market Review With David Czerniecki
David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us again this quarter to provide his assessment of market trends and the ov…
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192 – A Recap of the Alliance for Lifetime Income Summit With David Macchia
Two weeks ago, the Alliance for Lifetime Income held a summit in Washington D.C. for its members. Ramsey Smith and our guest today, David Macchia part…
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191 – Making Sense of The Financial Markets
How do you explain the turmoil in the financial markets to your clients? Today, we’re replaying a presentation that David Czerniecki, Chief Investment…
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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…