Tag: Retirement Security
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070 Challenging Retirement Planning Assumptions With Moshe Milevsky
Professor Moshe A. Milevsky, a finance professor at the Schulich School of Business and arguably the godfather of modern retirement planning theory jo…
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066 Uncovering New Risks in Retirement With Jamie Hopkins
Jamie Hopkins, Managing Director of Carson Coaching and Director of Retirement Research for the Carson Group, joins us to talk about how the pandemic …
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065 Discovering Your Retirement “Safe” Word with Lindsay Goldwert
Lindsay Goldwert, Editor-in-Chief of Zeta, successful podcast host, joins us on our podcast today. We talk about how to make people feel safe about op…
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064 Making Sense of Sometimes Nonsensical Legislation with Jeff Levine
Jeff Levine, self-confessed “nerd of nerds” walks us across the retirement legislative battlefield that agents and advisor must cross today. Trust us …
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063 Become a “Referable” Agent or Advisor With Better Social Security Planning With Ash Ahluwalia
at joins us to talk about the importance of planning for Social Security distributions before you actually retire. Too many times, people only solve …
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060 Five Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky
Ads for retirement planning typically focus on boats and vacations. In reality, the first concern in retirement should be funding healthcare. Jack Tow…
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059 Mastering Money For The Masses With Norm Champ
Today’s virtual advisor model creates a new opportunity to educate more people than ever about basic financial concepts. We explore both challenges an…
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056 Lessons In Virtual Advising from Canada With Marc Lamoureux
Marc Lamoureux, CEO of Veriday, shares his perspective on the opportunities the pandemic has created for virtual advising. He has over thirty years of…
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049 Life Happens – And Really Matters in 2020 With Faisa Stafford
Faisa Stafford, President and CEO of Life Happens joins us today to discuss the rise in awareness of the need for insurance in 2020. She talks about t…
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047 Finding hope, simplicity and stability with Joe Jordan
Industry legend Joe Jordan joins us today to talk about surviving and thriving through the current pandemic. Now is the time for agents and advisors t…