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….
What to Consider When Planning Your Retirement Income – With Wade Pfau (Ep. 4)
Subscribe 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…
What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins (Ep. 3)
Subscribe The SECURE Act is a lot more complicated than most advisors realize. In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money…
Are You Building a Sustainable 21st-Century Retirement Planning Business? (Ep. 2)
Subscribe Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients? In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and…