Tag: Retirement Planning
-
143 When Should Your Client Pay Off The Mortgage With Jason Fichtner
Should your client pay off their mortgage as they head into retirement? Today, Jason Fichtner joins us again to talk about the risks inherent in answ…
-
SPECIAL EPISODE – David Czerniecki Discusses Inflation Trends
Inflation is the topic of the day. How high will it go? How long will it last? In a special episode, David Czerniecki, Chief Investment Officer for Na…
-
140 A Chat With The Father of 4% Percent Rule With William Bengen
How many times have we discussed, debated, and loved the retirement rule of thumb known as the “4% Rule”? Today, we had the opportunity to speak with …
-
139 What’s Different This Time When Saving For Retirement With Byron Boston
Yes, markets do run in repeating cycles. However, the best traders ask themselves, “What’s different this time?” Byron Boston, CEO of Dynex Capital ex…
-
138 Sizing the Prize of Institutional Annuities Martin Powell and Bruno Caron
We opened our digital papers a few weeks ago to read an article in AM Best News entitled, “Annuity Providers See Growth Opportunity in US Retirement P…
-
137 Reducing the Risk of A Reduction in Social Security Benefits With David Duley
Few days go by without a mention in the media about the potential financial crisis faced in the next 10+ years by the Social Security system. In 2034,…
-
136 Tackling Unconscious Bias with Martin Powell and Gina Riepel
We’re all fortunate to work in an industry with a wonderful mission. How do we create more opportunities for people of color to experience the same r…
-
135 Helping People Find Purpose in Retirement with Joe Jordan
Why do we help people build retirement plans? To optimize cash flow? To minimize asset risk? Yes. However, these should simply be the tools that allow…
-
134 Picking Nouns or Verbs In Retirement Planning With Michelle Richter
Language is powerful. It’s exceptionally powerful in the highly regulated world of retirement planning. Michelle Richter, Principal at Fiduciary Insur…
-
133 WealthManagement’s Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show
The cast of That Annuity show is proud to report that our retirement podcast, was recognized as one of the “Fifteen Must-Listen Podcasts” by . We real…