Tag: Retirement Savings
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194 – Finding New Ways To Speed Retirement Savings With Dario Fusato
It’s not often that people create new products that aren’t annuities to increase late-in-life income for seniors. It’s even rarer to design one intend…
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182 – Make 70 Your 100, Save 20, Give Away 10 With Dale Alexander
We have spent a lot of time talking about rules of thumbs for managing saving in retirement. However, what are the rules we should be giving to ou…
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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…
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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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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…
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129 Finding Purpose in Retirement with Gary Sirak
Yes, building a retirement plan can feel daunting. However, do you really have a good plan if you don’t have a purpose? Today, we talk with Gary Sirak…
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125 Earning Higher Safe Interest On Your Savings With Michael Nelskyla
Can a fintech solution help your clients keep their cash safe but grow it faster than a bank? Today we talk with Michael Nelskyla, founder and CEO of …
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105 Finding Higher & Safer Interest Rates With Gary Zimmerman
What prevents clients from earning higher interest rates on their savings? Three factors – awareness, apathy, and inertia create road blocks according…
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Building a Vision of a Better Future Self in a Very Stressed World
We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to …
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015 Have you helped your clients build a great retirement savings nest egg?
Have you helped your clients build a great retirement savings nest egg? Gordon Sylvester, head of GamePlan’s life insurance and fixed indexed annuity …