Podcast Episodes
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182 - Make 70 Your 100, Save 20, Give Away 10 With Dale Alexander
We have spent a lot of time talking about rules of thumbs for managing saving in retirement. However, what are the rules we should be giving to our k…
3 years, 6 months ago
181 - Diversification Isn't a Risk Management Plan Anymore with David Lau
The use of annuities by RIAs continues to grow. David Lau, one of the leading pioneers in the space, joins us today. David is the founder and CEO of …
3 years, 6 months ago
180 - Planning For A Purpose with Joe Jordan
Our guest this week is Joe Jordan. Do I need to say more? But I will. In today's episode, we discuss how the insurance industry has progressed from a…
3 years, 7 months ago
179 - Predicting the 2023 Balance Sheet for the Annuity Industry with Scott Hawkins
Last week we looked back at 2022. This week we're looking ahead at 2023 with Scott Hawkins, Managing Director and Head of Insurance Research for Conn…
3 years, 7 months ago
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 …
3 years, 7 months ago
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 Hopkin…
3 years, 8 months ago
176 - Thoughtfully Recommending Indices with Laurence Black and Branislav Nikolic
Indices continue to proliferate within the fixed indexed annuity market. Yes, choice is good for the client but it can create a complicated environme…
3 years, 8 months ago
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…
3 years, 8 months ago
174 - Gas Prices, Inflation, Interest Rates and Digital Currency with David Czerniecki
Today, we catch up David Czerniecki, Chief Investment Officer for Nassau and get his perspective on the economy. We continue our discussion from last…
3 years, 8 months ago
173 - Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain - 2 of 2
In part 2 of 2 Michelle lays out her proposal for revamping the web of state and federals rules and laws to make in-plan annuities a vibrant market i…
3 years, 9 months ago