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. 

Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)

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, they reveal how you can use their technology when navigating these complex conversations.

I WANT TO MAKE 2022 MY BEST YEAR!