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Building a Vision of a Better Future Self in a Very Stressed World

Building a Vision of a Better Future Self in a Very Stressed World

January 25, 2021 , , No comments
Reimagining Retirement Snip

We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to start saving today.

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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.

Nicholas BreniaBuilding a Vision of a Better Future Self in a Very Stressed World
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Episode 83: Why Only 7% Of Retirement Assets Sit In Annuities With David Hanzlik

Episode 83: Why Only 7% Of Retirement Assets Sit In Annuities With David Hanzlik

January 22, 2021 , , , , No comments
David Hanzlik

If annuities can solve the critical problem of not outliving one’s assets, why don’t we find them in more retirement portfolios. David Hanzlik, Vice President of Annuity and Retirement Solutions for CUNA Mutual joins us today to offer his perspective.

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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.

Nicholas BreniaEpisode 83: Why Only 7% Of Retirement Assets Sit In Annuities With David Hanzlik
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Creating Online Security for Seniors and Their Savings

Creating Online Security for Seniors and Their Savings

January 18, 2021 , , No comments
Reimagining Retirement Snip

Since March 2020, seniors have quickly grown comfortable shopping online. They have learned how to connect with family, church, and community via web calls. And they now research retirement products like never before.

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Nassau Financial Group Logo
Alex.fyi Logo

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.

Nicholas BreniaCreating Online Security for Seniors and Their Savings
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Episode 82: Maybe Politics Won’t Really Impact The Market With Charles Sizemore

Episode 82: Maybe Politics Won’t Really Impact The Market With Charles Sizemore

January 15, 2021 , , , , No comments
Charles Sizemore

We think the elections have a great impact on the market. However, do they really? In today’s show, Charles Sizemore challenges those assumptions. Charles is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment adviser based in Dallas, Texas.

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Nassau Financial Group Logo
Alex.fyi Logo

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.

Nicholas BreniaEpisode 82: Maybe Politics Won’t Really Impact The Market With Charles Sizemore
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Episode 81: Predicting The Year Ahead With David Blanchett

Episode 81: Predicting The Year Ahead With David Blanchett

January 8, 2021 , , , , No comments
David Blanchett

What will 2021 bring to the retirement planning industry? Last year, we made our predictions. This year, we brought in the big guns. In this episode, David Blanchett, head of retirement research for Morningstar Investment Management takes us through his six predictions for major changes in our market.

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Nassau Financial Group Logo
Alex.fyi Logo

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.

Nicholas BreniaEpisode 81: Predicting The Year Ahead With David Blanchett
read more

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