Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP® (Ep. 22)
Subscribe While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees. In this episode, the firm’s founder and The American…
Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP® (Ep. 21)
Subscribe Are you an advisor looking to better serve your clients around their Social Security and Medicare needs? If so, this week’s episode of The Breakthrough Advisor with Social Security expert Mary Beth Franklin is for you! Join today’s conversation and learn valuable tips and…
Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes (Ep. 19)
Subscribe Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with…
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 Q4 Can Make Your 2020 — With Jeff Maxey and Jack Martin (Ep. 13)
Subscribe InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever. In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal…
Building a Tax-Free Retirement – With Patrick Kelly (Ep. 12)
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)
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 Grow Your Financial Practice – With Matt Halloran (Ep. 9)
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)
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)
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….