Tag: Retirement Security
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046 Rethinking Work And Life With Norm Trainor
Norm Trainor, founder and CEO of the Covenant Group joins us today to impart both some wisdom and advice on how to move your practice forward during t…
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044 Scrap the 4% Rule – Wade Pfau Says To Use 2.2%
Wade Pfau, the founder of Retirement Researcher and the Professor of Retirement Income at , joins us today. We discuss the problems with using a 4% a…
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043 Looking Back At Our Predictions
Given the pandemic, we decided to shorten the distance of our own rear view mirror. Ramsey, Mark, Will and Paul look back on their predictions made in…
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042 Could COVID-19 Stress The Social Security System? With Mary Beth Franklin
Mary Beth Franklin, Contributing Editor at InvestmentNews, former senior editor at Kiplinger’s Personal Finance magazine and public speaker on Social …
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034 Build a Bond Portfolio or Buy an Annuity?
Ramsey, Mark, Will and Paul debate the pros and cons of taking a DYI approach to creating income in retirement. Connect with That Annuity Show at ht…
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031 Our Best Predictions for 2020
Mark, Will, Paul and Ramsey Smith, founder and CEO of ALEX.fyi share their predictions for 2020. Bookmark this episode and hold them to the fire at th…
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029 Will the SECURE Act finally pass
Ramsey Smith, Founder and CEO of Alex.fyi joins us again as a guest to discuss the SECURE Act. Will it pass? What will it mean? Join our team as we fo…
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021 Ramsey Smith, Founder of Alex.fyi
Today we have a special episode. Nassau Re launched an incubator in Hartford earlier this year. We support another podcast called The Nassau Re imagin…
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020 Sequence of Returns
Mark, Will, and Paul discuss a recent article on ThinkAdvisor written by Elle Switzer of CUNA Mutual. Elle explores how early withdrawals can amplify …
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019 Lower Interest Rates and Client Conversations
The Fed lowered interest rates this week. What does this mean for client conversations? Not a lot yet. Mark uses the opportunity for a refresher on th…