Feb 17, 2023
Do Monte Carlo simulations cause more harm than good? David Macchia, Retirement Income Strategist, Entrepreneur, and Founder of Wealth2k explores this topic and more today. We cover the politics of pay, why "sales" seems like a dirty word, and our upcoming Retiretech 2.0 conference in NYC.
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Feb 17, 2023
We have spent a lot of time talking about rules of thumbs for managing saving in retirement. However, what are the rules we should be giving to our kids for saving into the future. Today, financial planner and author Dale Alexander joins us to share his rules that he believes all young people should follow.
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Feb 10, 2023
The use of annuities by RIAs continues to grow. David Lau, one of the leading pioneers in the space, joins us today. David is the founder and CEO of DPL Financial Partners. We talk about the opportunities and challenges of "poking the bear" - and creating better retirement plans for clients in the process.
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Feb 3, 2023
Our guest this week is Joe Jordan. Do I need to say more? But I will. In today's episode, we discuss how the insurance industry has progressed from a focus on sales to a focus on planning. Joe explains why he thinks the next step will be to focus on helping create purpose for our clients in retirement.
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