Tag: Retirement Planning
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156 – Selling Equity As New Way To Access The Value of Your Home In Retirement With David Shapiro
A home is typically one of the largest individual assets we must include in a retirement plan. However, it’s also one of the most illiquid ones. We’ve…
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154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske
Commissions v. fees? Low fees v. high fees? Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agree…
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153 How Did We Get Here With David Blanchett
It’s hard to believe we’re living in a world with high inflation, MYGA rates over 4%, and a stock market that feels like a Disney ride. How did we get…
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152 Helping The Constrained Investor Plan for Retirement With David Macchia
Too often, investment advisors focus on “reverse dollar cost averaging” strategies for retirement planning and ignore longevity risk. All too frequent…
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151 Restarting and Reinventing Seminars With Brad Swineheart
Financial planning seminars. “The king is dead. Long live the king.” In person seminars ground to a halt in 2020. Now they are back – but probably for…
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149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng
Some elements of financial planning for retirement will not change – market risk, health risk, and lifestyle plans. Today, we talk about some recent c…
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148 Planning for Very Long Happy Retirement With Steve Vernon
People are living longer. Much longer. How should that change how we plan for retirement? Steve Vernon, President at Rest-of-Life Communications and C…
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147 Preparing for Life 2 With Don Ezra
Planning for retirement should not be just about figuring out how to pay the bills when the paychecks end. Planning should be about finding a new iden…
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145 Diving Deep into the Power of Annuities With Michael Finke
In this business, we have all heard about the ability of annuities to create a guaranteed income in retirement. Today, Michael Finke, investments/reti…
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144 Charting a New Course for the Industry With Dave Levenson
What role should an industry association play to support the growth of the life insurance and annuity business? This week’s guest, David Levenson has …