Podcast Episodes
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136 Tackling Unconscious Bias with Martin Powell and Gina Riepel
We're all fortunate to work in an industry with a wonderful mission. How do we create more opportunities for people of color to experience the same r…
4 years, 6 months ago
135 Helping People Find Purpose in Retirement with Joe Jordan
Why do we help people build retirement plans? To optimize cash flow? To minimize asset risk? Yes. However, these should simply be the tools that allo…
4 years, 6 months ago
134 Picking Nouns or Verbs In Retirement Planning With Michelle Richter
Language is powerful. It's exceptionally powerful in the highly regulated world of retirement planning. Michelle Richter, Principal at Fiduciary Insu…
4 years, 6 months ago
133 WealthManagement's Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show
The cast of That Annuity show is proud to report that our retirement podcast, was recognized as one of the "Fifteen Must-Listen Podcasts" by WealthMa…
4 years, 7 months ago
132 Framing Retirement Planning Questions the Right Way With Jason Fichtner
Someone once told me that finding an answer is easy. Coming up with the right question is not. In a complex process like retirement planning, the que…
4 years, 7 months ago
131 Don't Forget About Hidden Home Values When Planning For Retirement With Don Graves
Retirement planning conversations can easily focus only on traditional savings vehicles - 401(k)s, IRAs, money market accounts and stocks. However, h…
4 years, 7 months ago
130 Navigating The New Regulatory Standards with Hayley Maldonado and Eric Marhoun
Regulation never sleeps in our business. More states continue to enact the new NAIC model regs. And now the Department of Labor suggests it may come …
4 years, 8 months ago
129 Finding Purpose in Retirement with Gary Sirak
Yes, building a retirement plan can feel daunting. However, do you really have a good plan if you don't have a purpose? Today, we talk with Gary Sira…
4 years, 8 months ago
128 Spreading The Truth About Annuities with Cyrus Bamji
Got Milk? Enjoy eating the Other White Meat? Today, meet Cyrus Bamji, Head of Communications for the Alliance for Lifetime Income. Cyrus and his team…
4 years, 8 months ago
127 Meeting the Health Care Needs of Seniors In A Changing Market With Jesse Slome
Any conversation about retirement ultimately revolves around health care needs and expenses. Products for seniors continue to rapidly evolve. And Med…
4 years, 8 months ago