Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61)
Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest. As their advisor, you can help them find the confidence to spend. Tune in to Jack Martin’s conversation with Tamiko Toland (aka the Annuity…
Integrating Indexed Annuities Into the 60/40 and Other Portfolios with Laurence Black and Dr. Jay Watson (Ep. 56)
Is the 60/40 portfolio dead? What is it? Why does it matter? Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors…
Mastering the FIA Index Landscape: Harness Expert Insights and Comprehensive Ratings for Optimal Asset Allocations with Laurence Black (Ep. 42)
This week, Jack Martin sits down with Laurence Black, the founder of The Index Standard®. Laurence explains how his platform is providing clarity and simplifying complex index concepts for financial advisors and their clients.
The New Retirement Mindset with Dr. Wade Pfau (Ep.37)
In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tips and tricks you need to maximize your client’s retirement income through tax planning and efficient distribution.
Your 2022 Playbook for the New Retirement Realities with Dr. Michael Finke (Ep. 36)
This week, professor and expert in retirement investing, income planning, and life satisfaction Michael Finke highlights how advisors can help retirees manage their spending and maximize their investments without outliving their assets. Michael also shares how advisors like you can support clients navigate their retirement income planning during inflationary periods.
How To Develop Your Client Experience Comeback Plan — With Julie Littlechild (Ep. 18)
As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client experience going forward? Explore this and more in today’s episode with Absolute Engagement’s CEO and founder,…
Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA (Ep. 17)
Subscribe Advisors, how are you helping your clients protect their retirement savings from unnecessary taxation? In today’s episode of The Breakthrough Advisor, join Ed Slott as he reveals ways he’s helping advisors lower their clients’ tax bill and protect what is likely clients’ biggest savings…
How to Step Up Your Online Marketing Game — With Robert Sofia (Ep. 16)
Subscribe As an advisor, how can you better incorporate marketing and business technology solutions into your practice? Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia! Robert details Snappy Kraken’s marketing automation and online advertising approach, which…