Tag: Retirement Security
-
202 – Quarterly Economic Outlook with David Czerniecki
David Czerniecki, Chief Investment Officer of Nassau Financial Group joins us today to talk about the economy. In this episode, we cover a cooling eco…
-
200 – Playing The Long Game in The Retirement Industry With Scott Stolz
What’s changed in our business? What hasn’t? Today, we have a great conversation with industry veteran Scott Stolz, Managing Director of iCapital. Lin…
-
199 – Making Social Security Conversations Easier With Jeff Quigley
Most retirement plans start with Social Security. However, very few people actually understand how their payment is determined or what their check cou…
-
198 – State of the State of the Retirement Industry With Jim Kerley
In the retirement industry, we’re living through a lot of change. Who could be better to help us put the challenges in perspective than Jim Kerley, Ma…
-
192 – A Recap of the Alliance for Lifetime Income Summit With David Macchia
Two weeks ago, the Alliance for Lifetime Income held a summit in Washington D.C. for its members. Ramsey Smith and our guest today, David Macchia part…
-
190 – The State Of The Annuity Market With Scott Hawkins
Earlier this year, we hosted our second innovation in retirement event called Retiretech 2.0. Scott Hawkins, Managing Director and Head of insurance r…
-
189 – How To Build A Market Advising 401(k) Plans with Bonnie Treichel
With the passage of the SECURE Act 1.0 and 2.0, agents and advisors have a greater opportunity than ever before to help individuals navigate the compl…
-
183 – Banning Monte Carlo Simulations & More With David Macchia
Do Monte Carlo simulations cause more harm than good? David Macchia, Retirement Income Strategist, Entrepreneur, and Founder of Wealth2k explores thi…
-
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…
-
180 – Planning For A Purpose with Joe Jordan
Our guest this week is Joe Jordan. Do I need to say more? But I will. In today’s episode, we discuss how the insurance industry has progressed from a …