Helping People Find Purpose in Retirement with Joe Jordan

Why do we help people build retirement plans? To optimize cash flow? To minimize asset risk? Yes. However, these should simply be the tools that allow people to pursue their purpose in later life. Joe Jordan, speaker and best-selling author joins us again today to talk about his message that crosses countries, languages, and cultures.

We want to thank our primary sponsor and my employer by day, Nassau Financial Group. We’re “working harder to be your carrier of choice.” We support you with best-in-class service. We seek to keep things simple and will have your back in the years to come. We’re headquartered in Hartford, Connecticut with $19 billion in assets under management and serve over 400,000 policyholders. We have been doing this a long time – 170 years – but we remain humble enough to always try to improve.

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We hope you enjoy the show.

Links mentioned today:

https://www.linkedin.com/in/josephjordan2/

https://www.josephjordan.com/

https://www.josephjordan.com/super-saver

Thank you to our show sponsor; The Index Standard!

Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them? The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices. We all know finance is complex and The Index Standard has a clear ratings system and uses approachable language to demystify this complexity. Visit theindexstandard.com for more information.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

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Episode 135: Helping People Find Purpose in Retirement with Joe Jordan

Thank you to our show sponsor; The Index Standard!

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