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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…
4 years, 2 months ago
154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske
Commissions v. fees? Low fees v. high fees? Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agre…
4 years, 2 months ago
153 How Did We Get Here With David Blanchett
It's hard to believe we're living in a world with high inflation, MYGA rates over 4%, and a stock market that feels like a Disney ride. How did we ge…
4 years, 2 months ago
152 Helping The Constrained Investor Plan for Retirement With David Macchia
Too often, investment advisors focus on "reverse dollar cost averaging" strategies for retirement planning and ignore longevity risk. All too frequen…
4 years, 2 months ago
151 Restarting and Reinventing Seminars With Brad Swineheart
Financial planning seminars. "The king is dead. Long live the king." In person seminars ground to a halt in 2020. Now they are back - but probably fo…
4 years, 2 months ago
150 Providing Lifetime Income When Annuities May Not Available With Richard Fullmer
How can companies and governments offer lifetime income for groups of employees or other individuals when annuities may not be available? Richard Ful…
4 years, 3 months ago
149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng
Some elements of financial planning for retirement will not change - market risk, health risk, and lifestyle plans. Today, we talk about some recent …
4 years, 3 months ago
148 Planning for Very Long Happy Retirement With Steve Vernon
People are living longer. Much longer. How should that change how we plan for retirement? Steve Vernon, President at Rest-of-Life Communications and …
4 years, 3 months ago
147 Preparing for Life 2 With Don Ezra
Planning for retirement should not be just about figuring out how to pay the bills when the paychecks end. Planning should be about finding a new ide…
4 years, 3 months ago
147 Your Marketing Must Go Digital - With Greg Dinetz
Everything in marketing changed with the pandemic. If you don't have a digital presence, you will not grow in the future. However, the first place to…
4 years, 4 months ago