2020

Episode 80: Navigating Planning For Generations With Rita Cheng

December 31, 2020 2020, Podcast, Product, Retirement, Rita Cheng No comments

Two weeks ago, we talked about the macro economic challenges of supporting the “Sandwich Generation”. This week we talk to Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, a practitioner who addresses these issues every day with her clients. She shares her approach to addressing these tough care issues with both parents and their children. You can visit her site here

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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.

8 Best Investing Podcasts Investors Should Know About

December 29, 2020 2020, Media No comments

Investors shouldn’t miss out on these eight great investing podcasts.

Podcasts are taking over.

From humble beginnings at the start of the century, the podcast industry has amassed a listener base of more than 105 million, nearly double what it was five years ago. And is it any wonder when there’s a podcast for just about any subject you can imagine? The most notable being investing podcasts, naturally.

Whether you’re a novice or a seasoned investor, there is an investing podcast for you. The following list includes eight of the best investing podcasts you won’t want to miss.

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“That Annuity Show”

Fans of “That ’70s Show” may take to this investing podcast, which is a play on the sitcom with an annuity twist. “This podcast does a great job at explaining the benefits of annuity ownership and educating the general public on one of the most misunderstood financial tools in the industry, as well as covering over retirement topics,” says David Wright, executive director of practice development at M&O Marketing. “They have had a host of wonderful guests such as Sheryl Moore, Wade Pfau of The American College of Financial Services and industry legend Joe Jordan.”

Hosted by Paul Tyler, episodes range from 30 to 45 minutes, with new releases weekly. You can listen at thatannuityshow.com or stream on iTunes, Stitcher, Google Play or Spotify.

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Episode 79: Separating Policy Noise From News With Barbara Matthews

December 28, 2020 2020, Barbara Matthews, Podcast, Policy No comments

Changes in federal laws – the CARES Act, the SECURE Act, The Paycheck Protection Program – have all had a major impact on the advice we give our clients this year. What if we had the inside line on what really will get passed by Congress or regulated by the government? Barbara Matthews, Founder and CEO of BCMstrategy, offers an automated service that promises to do just that. Her service find gaps in reported news and actual policy action occurring deep within Washington. She joins us today to look back at 2020 and predict what structural changes we will face in 2021. For more information, visit her site here.

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Episode 78: Managing The Stresses Of The Sandwich Generation With Milliman

December 18, 2020 2020, Podcast, Retirement, Sheila Jelinek, Suzanne Norman No comments

Have your prepared your clients for retirement so they aren’t a burden on their kids in later years? The answer to that question can have an incredible impact on the physical, emotional, and financial health of their daughters. Sheila Jelinek and Suzanne Norman of Milliman return to our program with their colleague Janet Jennings to discuss their recently released study. Entitled “A very expensive sandwich – How multigenerational care affects women’s health costs” the study dives deep into these issues and more. Download the paper here.

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Episode 77: Syncing Your Message With Your Market With Marie Swift

December 11, 2020 2020, Marie Swift, Marketing, Podcast, Retirement No comments

We all need to reconnect with clients in today’s stressful world. However, Marie Swift, CEO of Swift Communications says it’s more important to back up, pause, and focus on the distinct niche where you can be an expert.

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Episode 76: Making Sense Of Business News For Your Clients With Jane King

December 4, 2020 2020, Digital, Jane King, Marketing, Podcast, Policy No comments

How do you connect the dots with election and the market for your clients who ask what’s coming next? Jane King, Founder and CEO of LilaMax Media LLC, a multi-platform provider of video content on consumer and business news give us great perspective and advice.

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Episode 74: Building Your Brand With Social Media With Debra Jasper

November 25, 2020 2020, Debra Jasper, Marketing, Podcast, Social Media No comments

Do you used LinkedIn on a regular basis? Your clients, or more importantly, their kids most certainly do. Making certain your profile reflects your personal brand has never been more important that it is today. Debra Jasper, founder and CEO of Mindset Digital walks us through best practices to build a great online profile.

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Episode 73: Grow Your Annuity Business Through Good Content With Teresa Leno

November 20, 2020 2020, Marketing, Podcast, Social Media, Teresa Leno No comments

Can you find new business by sharing great ideas? Teresa Leno says the answer is a definitive “yes”. Teresa is a former financial advisor turned entrepreneur and the Founder of Fresh Finance. Teresa started Fresh Finance to solve the problem of outdated client communication solutions for advisors to maintain relationships and grow business in a global economy.

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Episode 72: Getting Your Financial Household In Order With Nancy Doyle

November 13, 2020 2020, Marketing, Nancy Doyle, Podcast, Product No comments

Do you have a go-back ready with all your critical financial files? Can your family recite the emergency drill in case a market or job catastrophe hits? Nancy Doyle, author, speaker and high net worth advisor joins and talks through the plan to get to a plan.

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Episode 71: Better Serving Your Female Clients With Kathleen Burns Kingsbury

November 6, 2020 2020, Kathleen Burns Kingsbury, Marketing, Podcast, Retirement No comments

Some of your most overlooked prospects in the pandemic may be the female members of the couples you have helped over the past several years. Kathleen Burns Kingsbury talks to us about how to better cultivate your relationship with the female members of the families you serve. Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence(R) podcast, and the author of several books, including How to Give Financial Advice to Women and How to Give Financial Advice to Couples.

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“That Annuity Show”

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