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Derek Fiorenza
Season 4 Episode 77
Building Client Relationships with Advisor Derek Fiorenza
Derek Fiorenza, C(K)P, CPFA, AIF, PPC, MSBA, is wired a little differently than the typical …
2 years, 8 months ago
Joe Hendrickson & Brian Lenz
Season 4 Episode 76
Lifetime Income Solutions in 401(k)s
Allianz Life’s Joe Hendrickson and AmericanTCS’ Brian Lenz Discuss Market Momentum
In-plan guaranteed lifetime inc…
2 years, 8 months ago
Fred Reish
Season 4 Episode 75
Fred Reish’s DOL Fiduciary Rule Update
The retirement industry will be keeping a close eye on the Department of Labor in August in anticipation of pro…
2 years, 9 months ago
Rebecca Hourihan
Season 4 Episode 74
Retirement Advisor Marketing with Rebecca Hourihan
We were curious to learn more about what 401(k)-focused advisors are doing with their 401(k) market…
2 years, 10 months ago
Justin Livengood
Season 4 Episode 73
Exploring the Mid-Cap Market with Invesco’s Justin Livengood
Our guest today makes the argument for why mid-caps as an asset class belong in a properl…
2 years, 11 months ago
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors
Season 4 Episode 72
The rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the role it will play in financi…
2 years, 11 months ago
Sheri Fitts
Season 4 Episode 71
Why Financial Advisors Need Personal Branding: Sheri Fitts
Anyone who attends a retirement industry event knows there’s a pretty good chance Sheri Fit…
2 years, 11 months ago
Kevin Holt
Season 4 Episode 70
Why Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt
After underperforming growth for years, value equit…
3 years ago
John Lettieri
Season 4 Episode 69
EIG’s John Lettieri Refutes ARA Claims of Proposed Bill’s Challenge to Private Retirement Plan System
When American Retirement Association CEO Brian G…
3 years ago
Michael De Feo
Season 4 Episode 68
Talking Guaranteed Lifetime Income Solutions with Allianz Life’s Michael De Feo
Guaranteed lifetime income in retirement plans is a hot topic these da…
3 years, 1 month ago