How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)
03/09
This week, the Chief Planning Officer at Buckingham Wealth Partners, Jeff Levine, joins Jack Martin to unveil what to expect in 2022 to effectively plan and prepare your client taxes. … Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)
02/17
In this episode, LifeYield’s CMO, Jack Sharry, and Senior Vice President, Jeff Quigley, discuss the importance of starting the Social Security conversation with your clients sooner rather than later. Plus … Advisors, Here’s Your Top To-Do List For 2022 with Matt Halloran (Ep. 28)
01/19
If you are a financial advisor who makes your clients or prospects feel that you have a solution for uncertain times, you have an opportunity to exponentially grow in 2022. … What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner (Ep. 26)
11/17
Advisors, what do you expect from your website? In this episode, Jack Martin speaks with Graham Turner, the CEO of Advisor Websites, to dig into the elements of advisor websites. … Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® (Ep. 25)
09/08
Subscribe Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to … The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland (Ep. 24)
08/25
Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs. … How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard® (Ep. 23)
08/04
Subscribe How do you, as an advisor or investment professional, select the best products for your clients? Have you thought about what makes clients believe that you are always looking … Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP® (Ep. 22)
07/21
Subscribe While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the … Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP® (Ep. 21)
07/07
Subscribe Are you an advisor looking to better serve your clients around their Social Security and Medicare needs? If so, this week’s episode of The Breakthrough Advisor with Social Security … FOR FINANCIAL PROFESSIONAL USE ONLY.
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Breakthrough Advisor
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Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.