Jan 29, 2021
For people ages 55 to 65, the pandemic presents enormous risk in retirement. Siavash Radpour, the Associate Research Director of the Retirement Equity Lab at the New School joins us today to discuss the unique economic pressure faced by this cohort. In the discussion, we reference a policy recommendation for the...
Jan 25, 2021
We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to start saving today.
In a post-COVID world, what changes? Traveling on a cruise ship every year sounded like a great second chapter in life. Spending your last 20 years...
Jan 22, 2021
If annuities can solve the critical problem of not outliving one's assets, why don't we find them in more retirement portfolios. David Hanzlik, Vice President of Annuity and Retirement Solutions for CUNA Mutual joins us today to offer his perspective. In addition, we learn how agents and advisors working with...
Jan 19, 2021
Jan 15, 2021
We think the elections have a great impact on the market. However, do they really? In today's show, Charles Sizemore challenges those assumptions. Charles is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment adviser based in Dallas, Texas.
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