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What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?
Manage episode 477579755 series 2444271
Content provided by finservMarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by finservMarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode of the Modern Financial Advisor Podcast, Steve Vecchione and Scott Schuebel of Statera Advisors and Statera Retirement join Mike Langford to share their innovative approach to retirement planning.
After watching or listening to this conversation, it might be hard for financial advisors not to wonder “Have I been using the wrong methodology for retirement planning all these years?”
Chapters
00:00 Introduction and Episode Overview
01:19 Meet the Guests: Steve Vecchione and Scott Schuebel
02:03 The Origin Story: How Steve and Scott Joined Forces
02:55 Challenging Conventional Retirement Planning
04:42 Developing a New Retirement Strategy
12:48 Addressing Retirement Risks
18:24 The Importance of Internal Rate of Return
26:14 Understanding Internal Rate of Return (IRR)
26:41 Time-Weighted Rate of Return (TWR) Explained
27:26 Comparing TWR and IRR in Portfolio Management
28:56 Impact of Market Conditions on Returns
30:20 Strategies for Retirement Planning
40:37 Purpose-Driven Dollar Concept
46:06 Balancing Risks for Optimal Returns
49:30 Conclusion and Final Thoughts
127 episodes
Share
Manage episode 477579755 series 2444271
Content provided by finservMarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by finservMarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode of the Modern Financial Advisor Podcast, Steve Vecchione and Scott Schuebel of Statera Advisors and Statera Retirement join Mike Langford to share their innovative approach to retirement planning.
After watching or listening to this conversation, it might be hard for financial advisors not to wonder “Have I been using the wrong methodology for retirement planning all these years?”
Chapters
00:00 Introduction and Episode Overview
01:19 Meet the Guests: Steve Vecchione and Scott Schuebel
02:03 The Origin Story: How Steve and Scott Joined Forces
02:55 Challenging Conventional Retirement Planning
04:42 Developing a New Retirement Strategy
12:48 Addressing Retirement Risks
18:24 The Importance of Internal Rate of Return
26:14 Understanding Internal Rate of Return (IRR)
26:41 Time-Weighted Rate of Return (TWR) Explained
27:26 Comparing TWR and IRR in Portfolio Management
28:56 Impact of Market Conditions on Returns
30:20 Strategies for Retirement Planning
40:37 Purpose-Driven Dollar Concept
46:06 Balancing Risks for Optimal Returns
49:30 Conclusion and Final Thoughts
127 episodes
All episodes
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Similar to Modern Financial Advisor
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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