Sep 30, 2022

We usually have a good idea of where our interviews will head. However, sometimes we discover a more interesting story the longer we talk. That happened today. We thought we would we would be discussing advisory fee structures. Instead, we learned how Andy Panko, owner and financial planner at Tenon Financial built a...

Sep 23, 2022

Rising inflation and rising rates have created a challenging environment for retirees. At the same time, our industry is poised to offer significant protection. Today, we cover the waterfront with David Macchia, Founder & CEO of Wealth2k. We also talk about David's project to deliver free financial planning services...

Sep 16, 2022

The annuity industry reported record sales in the first half of this year. Leading the pack was none other than New York Life. Today, we meet Todd Taylor, Head of Retail Annuities for the company and discuss the state of the industry and what we might expect the rest of the year. 

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Sep 9, 2022

If you can't find the price of an asset, model, or index, does it really exist? If it's on the Nasdaq Fund Network you know it does and you know the price. Today, Aidan Shue and Ben Jones with the Nasdaq Fund Network join us to talk about discoverability and the needs and opportunities of an ever-increasingly...

Sep 2, 2022

Today, we look back to exactly one year ago when we met with Sheryl Moore to discuss the landscape of the annuity industry. How much has changed? 

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Summer is almost over. What's the outlook...