Podcast Episodes
Back to Search192 - 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 par…
3 years, 3 months ago
191 - Making Sense of The Financial Markets
How do you explain the turmoil in the financial markets to your clients? Today, we're replaying a presentation that David Czerniecki, Chief Investmen…
3 years, 3 months ago
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 …
3 years, 3 months ago
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 comp…
3 years, 4 months ago
188 - Predicting the Banking Crisis Through Machine Learning With Barbara Matthews
Returning guest Barbara Matthews, Founder and CEO of BCMStrategy, Inc joins us for a timely discussion of public financial policy and the ability of …
3 years, 4 months ago
186 - Making Sense Of The State Of The Economy With David Czerniecki
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 C…
3 years, 5 months ago
186 - Simplifying Market Exposure and FIA Indices with Josh Mellberg
Sometimes very basic questions can be hard to answer when it comes to annuities. One example - How much exposure does a specific vol-controlled index…
3 years, 5 months ago
185 - Pushing the Frontiers of Digital Insurance with Josh Elohim and Reid Tattersall
We know both consumers and agents want and expect a different buying experience today. The industry has made significant strides in the last few year…
3 years, 5 months ago
184 - The Next Steps In FIA Index Recommendations with Branislav Nikolic and Jay Watson
In a turbulent economic time, recommending client allocations in FIA indices has never been harder. Our friends at The Index Standard, Branislav Niko…
3 years, 5 months ago
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…
3 years, 6 months ago