In this episode of That Annuity Show, the hosts discuss the use of AI in financial advisory services with guest Jens Nordvig, CEO of Exante Data and c…
Our world is filled with risks today. At a personal level, we’ve spent a lot of time talking about risks in managing retirement. Today, we explore how…
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…
Volatility seems to be the word of the day. Volatility in fuel prices. Volatility in the market. And of course, volatility in interest rates. David Cz…
How do retirees juggle between between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at …
Do you have a go-back ready with all your critical financial files? Can your family recite the emergency drill in case a market or job catastrophe hit…