Podcast Episodes

162 - Discovering Models and Indices with the Nasdaq Fund Network

If you can't find the price of an asset, model, or index, does it really exist? If it's on the Nasdaq Fund Network you know it does and you know the …

3 years, 11 months ago

Rerelease: 113 We Love Annuities with Sheryl Moore

Episode 113

Today, we look back to exactly one year ago when we met with Sheryl Moore to discuss the landscape of the annuity industry. How much has changed? Hav…

4 years ago

Hegna

This week, we revisit an impactful and very relevant episode from this past year. Join us as we hear from our friend, and renowned retirement expert,…

4 years ago

161 - Retirement Product Innovation in The Future

This summer, Nassau Re/Imagine hosted the first annual Retiretech Forum. Nearly 100 attendees representing industry decision-makers, and insurtech, f…

4 years ago

160 - Insurance to Help Care Givers With Tom Beauregard

Most of us will need long term care at some point in our life. What if we could purchase insurance that would help us and our caregivers navigate the…

4 years ago

159 - Making Sense of Your 401(k) Lifetime Illustration Statement With Jack Towarnicky

You will probably receive a statement by the end of the month from your 401(k) provider that includes a Lifetime Income Illustration. What does the p…

4 years, 1 month ago

158 - Climbing Down The Financial Mountain With David Rosell

The proverb that it's harder to climb down a mountain than go up is true in every sense of the word. Here's a gruesome stat - between 1921 and 2006, …

4 years, 1 month ago

157 - Let the Guaranty Fund Genie Out of the Bottle With Harry Stout and Bruce Saul

This episode is for producers only. One of the biggest pain points in explaining annuities is describing the nature of the product guarantees. Most s…

4 years, 1 month ago

SPECIAL EPISODE - From the Office of the Chief Investment Officer With David Czerniecki

Inflation, war and the risk of a recession is weighing heavily on everyone's mind. In this special episode, David Czerniecki, Chief Investment Office…

4 years, 1 month ago

156 - Selling Equity As New Way To Access The Value of Your Home In Retirement With David Shapiro

A home is typically one of the largest individual assets we must include in a retirement plan. However, it's also one of the most illiquid ones. We'v…

4 years, 1 month ago