Podcast Episodes
Back to Search
221 - Navigating Retirement Futures: Unveiling the Investment Horizons of 2024
In this episode, we delve into the dynamic landscape of annuities and retirement markets, exploring the promising opportunities of 2024 amidst the ev…
2 years, 4 months ago
220 - Insuring Tomorrow: Navigating AI, Regulation, and Innovation
In this episode of That Annuity Show, recorded live at RetiretechTM Vegas, we delve into the dynamic interplay between technology, regulation, and in…
2 years, 4 months ago
219 - Joe Jordan Live From Retiretech Las Vegas
On April 8-10, we held our third RetiretechTM event...this time in Las Vegas. Joe Jordan joined us as a keynote speaker. The next day, we caught up w…
2 years, 4 months ago
218 - Annuities and The Income Path with Tamiko Toland and Michael Finke
Tamiko Toland and Michael Finke join us today as founders of Income Path. Income Path is a tool that visualizes retirement income paths and the impac…
2 years, 5 months ago
217 - The Peak 65 Zone Is Here With Jason Fichtner
217 - The Peak 65 Zone Is Here With Jason Fichtner Jason Fichtner, Chief Economist, Bipartisan Policy Center & Executive Director, Retirement Income …
2 years, 5 months ago
218 - Laying the Foundation For Better Plan Advice With Bonnie Treichel
In this episode, Bonnie Treichel, Founder and Partner of Endeavor Law, discusses the Retirement Income Certification program and its benefits for adv…
2 years, 5 months ago
216 - Managing A Soft Landing For The Economy Despite Global Turbulence With David Czerniecki
In this episode, Paul Tyler and David Czerniecki, Chief Investment Officer for Nassau, discusss various economic topics, including China's economic s…
2 years, 5 months ago
215 - Learning About Empathy With Ron Gura
Summary Ron Gura, the co-founder and CEO of Empathy joins us today on our show. Empathy aims to provide support and guidance to individuals who have …
2 years, 5 months ago
214 - How The Annuity Industry Will Continue to Evolve With Andy Unkefer
Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the futu…
2 years, 6 months ago
213 - Building A Next Generation Service And Technology Provider with Michele Trogni
Zinnia provides technology and administrative services to over 40 life, annuity, and retirement carriers. We had the opportunity to discuss the futur…
2 years, 6 months ago