Building a Tax-Free Retirement – With Patrick Kelly (Ep. 12)
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 discusses…
Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough (Ep. 11)
The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement.
How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso (Ep. 10)
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, join…
Retirement Research Insight for Advisors – With David Blanchett (Ep. 8)
As Morningstar Investment Management’s head of retirement research, David Blanchett is driven to uncover ways advisors can create better outcomes.
How to Help Clients Plan for Asset-Based Long-Term Care – With Don Quante (Ep. 7)
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….
What to Consider When Planning Your Retirement Income – With Wade Pfau (Ep. 4)
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 of…