Podcast Episodes

068 Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel

Learn how to build better connections with clients and their family, make complicated concepts simpler, and conduct more business over a camera on th…

5 years, 10 months ago

067 Plotting A New Future For Insurance With Nick Gerhart

Nick Gerhart, insurance executive, regulator, innovator and champion for positive change joins us today to discuss the outlook for consumers, product…

5 years, 10 months ago

066 Uncovering New Risks in Retirement With Jamie Hopkins

Jamie Hopkins, Managing Director of Carson Coaching and Director of Retirement Research for the Carson Group, joins us to talk about how the pandemic…

5 years, 11 months ago

065 Discovering Your Retirement "Safe" Word with Lindsay Goldwert

Lindsay Goldwert, Editor-in-Chief of Zeta, successful podcast host, joins us on our podcast today. We talk about how to make people feel safe about o…

5 years, 11 months ago

064 Making Sense of Sometimes Nonsensical Legislation with Jeff Levine

Jeff Levine, self-confessed "nerd of nerds" walks us across the retirement legislative battlefield that agents and advisor must cross today. Trust us…

5 years, 11 months ago

063 Become a "Referable" Agent or Advisor With Better Social Security Planning With Ash Ahluwalia

Ash Ahluwalia at OneTeam Financial joins us to talk about the importance of planning for Social Security distributions before you actually retire. To…

5 years, 11 months ago

062 Building An Income Distribution Plan with Sheryl O'Connor & Wealth Conductor

How do you actually build, manage and monitor an income distribution plan for your client? The founders of Wealth Conductor, Sheryl O'Connor, Phillip…

6 years ago

Emerging Innovation in Annuities with George Castineiras

Season 1 Episode 61

George Castineiras, Principal at Brewer Lane Ventures, joins us to discuss product innovation, workplace marketing, and emerging businesses in the re…

6 years ago

Five Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky

Season 1 Episode 60

Ads for retirement planning typically focus on boats and vacations. In reality, the first concern in retirement should be funding healthcare. Jack To…

6 years ago

Mastering Money For The Masses With Norm Champ

Season 1 Episode 59

Today's virtual advisor model creates a new opportunity to educate more people than ever about basic financial concepts. We explore both challenges a…

6 years ago