Tag: Retirement Planning
-
169 – Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke
For those of us in the business, it feels like interest rates have been rising every two weeks. Fixed rates and guaranteed income have gone up. Howeve…
-
167 – Answering Social Security Questions in Today’s Environment with Martha Shedden
Social Security remains the starting point for many client conversations. It takes a lot of work to stay current with the changes in rules. Martha She…
-
165 How I Built This Practice From Facebook with Andy Panko
We usually have a good idea of where our interviews will head. However, sometimes we discover a more interesting story the longer we talk. That happen…
-
164 – You Can’t Solve Risk By Adding More Risk with David Macchia
Rising inflation and rising rates have created a challenging environment for retirees. At the same time, our industry is poised to offer significant p…
-
Rerelease: Creating Happiness For Your Clients with Tom Hegna
This week, we revisit an impactful and very relevant episode from this past year. Join us as we hear from our friend, and renowned retirement expert, …
-
161 – Retirement Product Innovation in The Future
This summer, Nassau Re/Imagine hosted the first annual Retiretech Forum. Nearly 100 attendees representing industry decision-makers, and insurtech, fi…
-
160 – Insurance to Help Care Givers With Tom Beauregard
Most of us will need long term care at some point in our life. What if we could purchase insurance that would help us and our caregivers navigate the …
-
159 – Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky
You will probably receive a statement by the end of the month from your 401(k) provider that includes a Lifetime Income Illustration. What does the pr…
-
158 – Climbing Down The Financial Mountain With David Rosell
The proverb that it’s harder to climb down a mountain than go up is true in every sense of the word. Here’s a gruesome stat – between 1921 and 2006, 5…
-
SPECIAL EPISODE – From the Office of the Chief Investment Officer With David Czerniecki
Inflation, war and the risk of a recession is weighing heavily on everyone’s mind. In this special episode, David Czerniecki, Chief Investment Officer…