Tag: Social Security
-
241 Lesley Mann and David Macchia on Redefining Retirement Security
In this enlightening episode, GBU Life’s Chief Marketing Officer Lesley Mann and Wealth2K founder David Macchia discuss innovative approaches to retirement planning. They introduce the concept of a “defined benefit investor” and explore how new annuity products can provide guaranteed income for younger generations.
-
240 – Jan Buchsbaum and Speeding Annuities to Market
The conversation delves into the challenges and opportunities in creating guaranteed income solutions, the shifting goals of retirement planning, and the role of technology in enabling growth within the industry. Predictions for the future of annuities and the importance of collaboration in driving innovation are also discussed.
-
217 – The Peak 65 Zone Is Here With Jason Fichtner
217 – The Peak 65 Zone Is Here With Jason Fichtner Jason Fichtner, Chief Economist, Bipartisan Policy Center & Executive Director, Retirement Income I…
-
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…
-
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…
-
155 – The Social Security Sky Isn’t Falling with Kerry Pechter
In 2034 or 2035, the Social Security trust fund will be depleted. Much has been written about the significance of the event. Kerry Pechter, Editor of …
-
137 Reducing the Risk of A Reduction in Social Security Benefits With David Duley
Few days go by without a mention in the media about the potential financial crisis faced in the next 10+ years by the Social Security system. In 2034,…
-
132 Framing Retirement Planning Questions the Right Way With Jason Fichtner
Someone once told me that finding an answer is easy. Coming up with the right question is not. In a complex process like retirement planning, the ques…
-
107 Finding Extra Savings Through Better Social Security Planning With Jack Sharry
When to take Social Security could arguably be the single most important decision you will make in retirement. Jack Sharry, EVP and CMO for LifeYield …
-
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 …