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Jun 24, 2022

It's hard to believe we're living in a world with high inflation, MYGA rates over 4%, and a stock market that feels like a Disney ride. How did we get here and what comes next? That is t  he topic of today's discussion with returning guest David Blanchett, Managing Director and  Head of Retirement Research, PGIM DC...


Jun 17, 2022

Too often, investment advisors focus on "reverse dollar cost averaging" strategies for retirement planning and ignore longevity risk. All too frequently, women - who happen to live longer and earn less than men - find themselves at the most risk in this scenario. David Macchia, Retirement Income Entrepreneur, Founder...


Jun 10, 2022

Financial planning seminars. "The king is dead. Long live the king." In person seminars ground to a halt in 2020. Now they are back - but probably forever changed. Brad Swineheart — SVP of Business Development at White Glove talks with today about how firms successfully pivoted during rough times and what success...


Jun 3, 2022

How can companies and governments offer lifetime income for groups of employees or other individuals when annuities may not be available? Richard Fulmer, CEO of Nuovalo and founder of Nuova Longevita Research offers a platform to do so. It's not a tontine, but it leverages the power of longevity credits to reduce risk...