Aug 27, 2021

How do you create more income with less market risk and lower fees and income taxes than traditional retirement income plans for your client? Jerry Golden, President & CEO at Golden Retirement joins us today to talk about Go2Income and the service that his tools provide for advisors that do just that.

Also, do you want...

Aug 13, 2021

Healthcare typically is the biggest expense facing retirees. However, can you help you help your clients navigate the complexities of Medicare, Medicare Advantage and Medicare Supplement plans? I'm sure we will all get a lot of questions from clients as open enrollment begins in a few short weeks. To get a little...

Aug 6, 2021

The regulators make us attest we know our clients. However, do we really know what makes them tick? Dr. Preston Cherry joins us today to discuss personality models and how they can improve how we deliver advice.

Also, do you want to get regular updates on news from Dr. Cherry and other guests of our show? Go to...