Building A Healthy Financial Future Small Steps, Big Wins podcast

6d ago 28:57

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Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Podcast Episode Title: Building a Healthy Financial Future

Podcast Episode Description: The landscape of financial planning has changed quite a bit over the years and with it has come a bevy of products and services created to give financial advisors the tools to better serve their clients and assist them towards a healthier, sturdier financial future. This episode features conversations with several financial professionals about some of these products and services, including:

Matthew Teel, CFP®, CLU® | Founder, Managing Principal | Risk and Insurance Associates, LLC
Myles Lambert | Executive Vice President, Chief Distribution and Marketing Officer | Brighthouse Financial
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU® | Vice President, Financial Planning | Barnum Financial Group
Niko Vamvakas, RCIP® | Vice President, Retirement Planning Solutions | Barnum Financial Group

00:00 - Intro

00:50 - Matthew Teel | Life Insurance Strategies

06:53 - Myles Lambert | The Evolution of the Life Insurance Industry

13:41 - Jeremy Hus | The World of Financial Planning

22:41 - Niko Vamvakas | Annuities and the Retirement Planning Space

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202805-8665011

89 episodes