Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)
Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends.
Advisors: Stop Asking for Referrals, Become Referable Instead
Advisors can make a difference for clients by having conversations that help them prepare for life-changing transitions.That’s what makes you referable.
Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71)
Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges.
Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70)
Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning.
Clients Are Afraid to Spend in Retirement. How to Stop the Madness.
Be an advisor who puts fears of running out of money to rest. Our industry doesn’t do a great job educating clients about guaranteed income.
Living Too Long is About More Than Just Money (Ep. 63)
We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a…
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…
How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)
In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What…
Four Boxes Advisors Should Check Off Their To-Do Lists in 2024
It’s a new year, and 2024 is chock full of opportunities for ambitious advisors who are willing to act strategically to capitalize on them. That’s right, this is not your generic New Year’s resolutions for advisors type of blog post. We’re talking about what’s going…
Clients desperately need help demystifying taxes. Are you ready to step up?
Many financial advisors stick in their lane. They provide timely advice regarding investment opportunities, retirement account management, Social Security options, life insurance, legacy planning and philanthropic guidance. Yet there’s one area where affluent clients would really love their advisors to provide insight but most financial…