That Annuity Show

149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng

May 27, 2022

Some elements of financial planning for retirement will not change - market risk, health risk, and lifestyle plans. Today, we talk about some recent curveballs with returning guest, Marguerita Cheng. Those surprises include rising inflation. And we spend time talking about what you can't put in a spreadsheet - the...

148 Planning for Very Long Happy Retirement With Steve Vernon

May 20, 2022

People are living longer. Much longer. How should that change how we plan for retirement? Steve Vernon, President at Rest-of-Life Communications and Consultant for the Stanford Center on Longevity joins us today to talk about the financial and emotional issues we all need to consider.

Also, do you want to get regular...

147 Preparing for Life 2 With Don Ezra

May 12, 2022

Planning for retirement should not be just about figuring out how to pay the bills when the paychecks end. Planning should be about finding a new identity, purpose, and direction that is fulfilling in later years. Don Ezra, investment expert and author joins us to talk about his own journey into retirement and the guide...

146 Your Marketing Must Go Digital With Greg Dinetz

May 6, 2022

Everything in marketing changed with the pandemic. If you don't have a digital presence, you will not grow in the future. However, the first place to start is usually on improving your core business processes. Greg Dinetz, Co-Founder of Lone Beacon joins us today to talk about how examining your customer experience will...