Tag: Retirement Security
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178 – Looking Back At 2022
We covered a lot of topics in 2022 with many of the leaders of the retirement and annuity business. We thought it would be worthwhile to take a look …
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177 – Finding The Emotional Side of Financial Planning With Jamie Hopkins
Our emotional relationship with money is complex. How we feel about it often shapes how we spend and how we save it. Joining us today is Jamie Hopkins…
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175 – Thinking Ahead Of Older Age with Marti DeLiema, Naomi Karp, and Steve Vernon
Dementia presents a growing risk for all of us as we age. Research shows that even mild cognitive impairment makes it hard for people to manage their …
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172 – Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain – 1 of 2
The SECURE Act reinvigorated interest in expanding the market for in-plan annuities. However, we need to make many more changes to really drive adopti…
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171 – Helping Canadians Retire From Work, Not Life With Fraser Stark
Can a mutual fund create new income potential for investors by sharing mortality risk? The answer is “yes”, starting in Canada. Fraser Stark, Presiden…
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168 – The Year Of In-Plan Annuities with Matt Wolniewicz
Many people will experience shock when they open their 401(k) statements this year. Will the growing awareness of market risk open the doors for more …
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167 – Answering Social Security Questions in Today’s Environment with Martha Shedden
Social Security remains the starting point for many client conversations. It takes a lot of work to stay current with the changes in rules. Martha She…
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166 – Keeping Annuity Regulations Rational with Kim O’Brien
As is often the case in this industry, what is new is old. Today, we’re seeing regulation re-emerge that the industry successfully challenged over 10 …
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164 – You Can’t Solve Risk By Adding More Risk with David Macchia
Rising inflation and rising rates have created a challenging environment for retirees. At the same time, our industry is poised to offer significant p…
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Rerelease: Creating Happiness For Your Clients with Tom Hegna
This week, we revisit an impactful and very relevant episode from this past year. Join us as we hear from our friend, and renowned retirement expert, …