Building a Tax-Free Retirement – With Patrick Kelly (Ep. 12)
10/21
Subscribe Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible. To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy. In this episode, Patrick Kelly... Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough (Ep. 11)
10/09
Subscribe The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money. In this episode, join... How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso (Ep. 10)
09/23
Subscribe Retirement Architecture’s Brett Saso doesn’t believe in looking at your past life experiences as failures. Instead, he says we should consider our life experiences as stepping stones that will help us connect the dots of our lives for a stronger tomorrow. In this episode,... How to Grow Your Financial Practice – With Matt Halloran (Ep. 9)
09/09
Subscribe While you might have countless ideas on how to improve your advisory practice, how can you actually put those ideas into practice to bring about real change? In this episode, discover how you can grow your practice with key tips and tricks from Top... Retirement Research Insight for Advisors – With David Blanchett (Ep. 8)
08/26
Subscribe As Morningstar Investment Management’s head of retirement research, David Blanchett, PhD, CFA, CFP® is driven to uncover ways people, and advisors, can create better outcomes. In this episode, David shares some of the latest insight he’s gained through his research, covering everything from the... How to Help Clients Plan for Asset-Based Long-Term Care – With Don Quante (Ep. 7)
07/29
Subscribe Advisors, what happens if your clients get sick? How can you help them pay for the care they need in the most tax- and cost-effective way? Today, Simplicity Asset-Based LTC’s Don Quante reveals a new way for advisors to think about long-term care advice.... Episode 6 – Marketing and Website Development Strategies for Financial Professionals – With Samantha Russell
07/15
Subscribe As a financial professional, you likely spend most of your time providing clients with high-quality service. As a result, it can be difficult to find time to boost your firm through strategic content and digital marketing. Today, Twenty Over Ten’s Samantha Russell shares her... Strategies for Reaching Your Peak Performance – With Dr. Kerry Johnson (Ep. 5)
07/01
Subscribe Many advisors would love to know how to read their clients’ minds, build trusted connections, and increase their business by 80%. As a business coach, international speaker, and bestselling author, this is exactly what Dr. Kerry Johnson specializes in helping business professionals achieve. Today,... What to Consider When Planning Your Retirement Income – With Wade Pfau (Ep. 4)
06/17
Subscribe When planning for the income you’ll need for retirement, it can be difficult to determine which approach is best for you and your needs. To help you better understand your options, today’s episode of The Breakthrough Advisor features Wade D. Pfau, Ph.D., and professor... What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins (Ep. 3)
05/20
Subscribe The SECURE Act is a lot more complicated than most advisors realize. In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money... 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.