Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Content provided by Reagan Geddes and James DeAngelis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Reagan Geddes and James DeAngelis 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.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
P rudential Advisors Wants Advisors to Focus on Clients’ Diversity
Manage episode 465162071 series 2410036
Content provided by Reagan Geddes and James DeAngelis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Reagan Geddes and James DeAngelis 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.
…
continue reading
78 episodes
Manage episode 465162071 series 2410036
Content provided by Reagan Geddes and James DeAngelis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Reagan Geddes and James DeAngelis 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.
…
continue reading
78 episodes
All episodes
×T
ThinkLeader's Podcast

1 Busting Retirement Income Myths With Michael Finke 24:44
24:44
Play Later
Play Later
Lists
Like
Liked24:44
T
ThinkLeader's Podcast

1 The Entrepreneurial Mindset With Reed Colley 34:02
34:02
Play Later
Play Later
Lists
Like
Liked34:02
T
ThinkLeader's Podcast

1 When Advice Matters the Most With Andrew Crowell 39:14
39:14
Play Later
Play Later
Lists
Like
Liked39:14
Financial planning professionals are called on to address a lot of challenges for their clients, from setting up a sustainable retirement income stream to helping people prepare for the high cost of their children’s college education. Those services are all of significant importance, but in the experience of Andrew Crowell, vice chairman of wealth management at D.A. Davidson, it is during life’s most difficult moments that advisors can provide the most value and peace of mind to their clients. Whether they are facing an unexpected death in the family or a fast-moving natural disaster, clients need both financial and emotional support, and they deeply appreciate advisors who can provide both. On this episode of the Ask the Retirement Expert podcast, Crowell joins ThinkAdvisor Senior Reporter John Manganaro to discuss the role advisors can play in helping clients navigate challenges both foreseen and unexpected. During the discussion, Crowell and Manganaro also cover: The importance of advanced estate planning. The economic outlook under a second Trump administration. The behavioral side of retirement planning and more. To listen to additional podcasts within the Ask the Retirement Expert series, click here .…
T
ThinkLeader's Podcast

1 Getting Social Security Claiming Right With Joe Elsasser 32:15
32:15
Play Later
Play Later
Lists
Like
Liked32:15
The passage early this year of the Social Security Fairness Act was a major development in the lives of many current and former government workers, one that could have a big effect on their benefit claiming strategies. The law change is just one of many factors that add significant complexity to the Social Security claiming process, according to Joe Elsasser, a certified financial planner and the founder and president of Covisum. Getting the claiming decision right, while difficult, is among the most powerful ways financial planners can help ensure their clients successfully navigate retirement. Another big consideration is the financial outlook of the vital retirement income insurance program. With the main trust fund used to pay retirement benefits set to become insolvent sometime in the early 2030s, advisors and their clients must stress-test their income plans and prepare for the possibility of benefit reductions or higher taxes in the future. On this Season 3 kick-off episode of the Ask the Retirement Expert podcast series, Elsasser joins ThinkAdvisor Senior Reporter John Manganaro to discuss all things Social Security and retirement income planning. In addition to claiming strategies and Social Security funding, the pair also discuss the importance of tax-aware income planning, the psychological side of spending, the importance of finding purpose during “life after work,” and more. To listen to additional podcasts within the Ask the Retirement Expert series, click here .…
T
ThinkLeader's Podcast

1 How Financial Professionals Can Help Clients Overcome Financial Worry 15:40
15:40
Play Later
Play Later
Lists
Like
Liked15:40
T
ThinkLeader's Podcast

1 P rudential Advisors Wants Advisors to Focus on Clients’ Diversity 13:23
13:23
Play Later
Play Later
Lists
Like
Liked13:23
T
ThinkLeader's Podcast

1 A New Framework for Fee-Based Annuities with David Lau 38:20
38:20
Play Later
Play Later
Lists
Like
Liked38:20
T
ThinkLeader's Podcast

1 Bogart Wealth Uses Education to Develop a New Generation of Advisors 17:40
17:40
Play Later
Play Later
Lists
Like
Liked17:40
T
ThinkLeader's Podcast

T
ThinkLeader's Podcast

1 American Endowment Foundation Brings Charitable Giving to Local Communities 12:03
12:03
Play Later
Play Later
Lists
Like
Liked12:03
T
ThinkLeader's Podcast

1 How Orion Leverages Tech Know-How and Behavioral Finance for Advisors 20:55
20:55
Play Later
Play Later
Lists
Like
Liked20:55
T
ThinkLeader's Podcast

1 The Long Road to Retirement With Chelsea Ransom-Cooper 33:12
33:12
Play Later
Play Later
Lists
Like
Liked33:12
T
ThinkLeader's Podcast

1 Tackling Seniors’ Cost-of-Living Crisis with Shannon Benton 34:53
34:53
Play Later
Play Later
Lists
Like
Liked34:53
T
ThinkLeader's Podcast

1 The Deeper Meaning of Wealth and Retirement with George Nichols III 24:00
24:00
Play Later
Play Later
Lists
Like
Liked24:00
T
ThinkLeader's Podcast

1 Getting to the Truth About Longevity Risk with Jackson’s Glen Franklin 37:06
37:06
Play Later
Play Later
Lists
Like
Liked37:06
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.