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Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…
Innhold levert av InsurMark. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av InsurMark eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
Innhold levert av InsurMark. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av InsurMark eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
What does Social Security mean for your clients’ future? In this episode, Jack Martin chats with David Duley, CEO and founder of PlanGap, about the ever-shifting landscape of Social Security and how advisors can help clients navigate these changes. The discussion dives into the implications of the recently signed Social Security Fairness Act and its potential impact on public employees and retirees. Dave shares innovative solutions and strategies designed to protect clients’ financial well-being against political uncertainties, offering insights into how these changes could affect retirement plans. Jack and David discuss: (02:00) Implications of the Social Security Fairness Act (09:28) Strategies to safeguard retirement income (11:59) The expanding conversation around Social Security planning (14:06) Insights into Social Security optimizations and protections (24:57) Future developments at PlanGap And more Resources: Winning at the Intersection of Annuities and Wealth Management Transcript Connect With David Duley: PlanGap LinkedIn: David Duley Connect with Jack Martin: LinkedIn : Jack Martin InsurMark Contact Form About Dave Duley: David Duley is a native of Flint, Michigan, and has called Atlanta his home since attending school at Oxford College of Emory University and Emory University’s Goizueta School of Business. The post Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82) first appeared on Simplicity InsurMark .…
Are you delivering what clients truly want? In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA®, a seasoned professional with over 25 years in the financial industry, to explore the crucial elements that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh approach to understanding and improving client-advisor relationships, focusing on performance management and enhancing the quality of advice. Jack and Tom dive into: (03:35) The core attributes clients truly value in their advisors and why they matter more than traditional metrics (09:23) How Practice Intel leverages client data to illuminate gaps and opportunities in your advisory practice (18:18) Insights on shifting from a sales-centric process to a client-centric, advice-oriented model (20:01) Strategies for delivering hyper-personalized advice through refined processes (28:18) The importance of data-driven performance management in elevating enterprise value and organic growth And more Tune in for an insightful conversation that challenges the status quo and offers actionable steps to strengthen your advisory business. Resources: Winning at the Intersection of Annuities and Wealth Management Transcript Connect With Tom Rieman: Practice Intel LinkedIn: Tom Rieman Connect with Jack Martin: LinkedIn: Jack Martin InsurMark Contact Form About Tom Rieman: Tom Rieman, CPWA® has a career spanning over 25 years in wealth management with a background in field sales, training & development and data science. Tom brings significant expertise including asset management distribution, institutional consumer research and a deep understanding of the broker-dealer ecosystem with a focus on process and performance improvement. Before founding Practice Intel, Tom was Head of Wealth Solutions at J.D. Power & Associates, Executive Director of Practice Management at Brinker Capital, and Vice President of Learning and Development at J.P. Morgan Asset Management. Tom’s extensive experience also includes time in the field as a wholesaler and providing advisory services to high-net-worth clients. Tom is a respected speaker at national conferences and a valued contributor to Barron’s Advisor and other industry publications. He holds a master’s degree in Organizational Learning and a Certified Private Wealth Advisor® certification. The post Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81) first appeared on Simplicity InsurMark .…
Curious about how the latest Social Security reform might impact you or your clients? In this episode, Jack Martin sits down with Mary Beth Franklin, CFP® to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. They dive into the implications of the windfall elimination provision and the government pension offset repeal, bringing new hope to millions of public employees. Mary discusses: (01:55) The impending changes with the windfall elimination provision and its impact on retired individuals with public pensions (05:00) What the repeal of the government pension offset means for spouses in public service sectors (10:57) The potential financial implications and the steps clients need to take if entitled to retroactive Social Security benefits (19:07) How financial advisors can best guide their clients through this transition and the opportunities it presents And more Tune in to understand these regulatory updates better and learn how to navigate this significant shift in social security policy. Resources: Winning at the Intersection of Annuities and Wealth Management Transcript Connect With Mary Beth Franklin CFP®: LinkedIn: Mary Beth Franklin MaryBethFranklin.com Connect with Jack Martin: LinkedIn: Jack Martin InsurMark Contact Form About Mary Beth Franklin: Mary Beth is a CFP®, longtime contributing editor to Investment News, author, highly sought-after speaker, expert on Social Security planning, and recently won a Telly award for her PBS special “Social Security and You.” The post Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80) first appeared on Simplicity InsurMark .…
Are financial advisors finally realizing there’s more to life than being tethered to their desks? Dive into the dynamics of thriving in the advisory business and the path toward sustainable success. In this episode, Jack Martin interviews David Grau Jr, MBA, the CEO of Succession Resource Group, and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions in the financial advisory world. As the industry ages, with many advisors approaching retirement, David provides insights into succession planning and the strategic moves advisors should consider for long-term success. The conversation emphasizes not just the rising deal volume but also the need for a structured growth engine within practices, shedding light on the lucrative opportunities when advisors embrace change. David discusses: (02:02) The increasing pace of mergers and acquisitions and what it means for advisors in a graying industry (06:18) Succession planning trends and the significance of starting early (08:41) The importance of creating a sustainable growth engine for your business’s longevity (10:46) The dynamics of internal succession vs. selling to aggregators (17:32) Key strategies to recruit and retain the next generation of advisors And more Resources: Winning at the Intersection of Annuities and Wealth Management Transcript Connect With David Grau Jr: Succession Resource Group LendingWell LinkedIn: David Grau Jr, MBA Connect with Jack Martin: LinkedIn: Jack Martin InsurMark Contact Form About David Grau Jr: David Grau Jr., MBA is the founder and CEO of Succession Resource Group and is the nation’s leading consultant on advisor valuation, acquisition and succession planning for firms with less than $10 million in annual sales. Over the last decade, David has assisted hundreds of advisors and other professional service providers buy, merge, sell, and craft their transition plan for the sale of their business, helping clients with businesses ranging in size from $100,000 gross receipts to in excess of $10 million. Prior to launching SRG, David was a leading M&A consultant for a well known succession planning firm to advisors. Prior to this role, David served in the United States Navy. David is a published author and accomplished speaker on succession planning, financial practice valuation, and death/disability planning for small business owners and has been interviewed and cited in dozens of publications. He is one of the leading speakers in the financial services industry on mergers and acquisitions of independently owned financial services firms, as well as valuation strategies and practice continuity issues, with over 200 presentations to his credit. In the past five years, he has spoken at variety of the industry’s leading firms, including LPL Financial Services, Wells Fargo, Ameriprise Financial, MetLife, ING, IFG, Advisor Group, Fidelity, Jackson National, Prudential, and at many FPA and NAIFA/FSP chapters around the country. The post Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79) first appeared on Simplicity InsurMark .…
What does the future hold for your financial planning strategies? In this episode, Jack Martin sits down with Ed Slott, a renowned IRA expert, to discuss how advisors can transform their approaches to IRAs and tax planning in the face of changing legislation and economic trends. They dive deep into strategies for converting traditional IRAs into Roth IRAs to sidestep exorbitant tax bills, and discuss the often-overlooked advantages of life insurance for wealth transfer. Ed shares insights on the implications of post-election changes and provides a compelling case for why now is the time for advisors to take proactive steps. From prioritizing Roth conversions to understanding the powerful role of Qualified Charitable Distributions (QCDs), this episode is packed with actionable advice to help advisors guide their clients through uncertain times. Ed discusses: (01:51) The strategic benefits of Roth IRA conversions and why advisors should act now (08:25) Why advisors should warn clients against timing the markets (15:48) How Qualified Charitable Distributions (QCDs) can play a crucial role in tax planning (21:14) The hidden potential of life insurance in estate planning And more Resources: Winning at the Intersection of Annuities and Wealth Management Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55) Capitalizing on Inflation and Taxes: A Three-Year Window for Advisors with Ed Slott, CPA (Ep. 41) Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA (Ep. 17) Transcript Connect With Ed Slott: Ed Slott and Company, LLC LinkedIn: Ed Slott Connect with Jack Martin: LinkedIn: Jack Martin InsurMark Contact Form About Ed Slott: Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media, Ed provides advanced training to financial professionals to become knowledgeable, recognized leaders in the retirement marketplace; and answers to retirement savers’ most important questions, continually providing practical, easy-to-understand information on IRA, retirement, tax, and financial planning topics. The post Post-election IRA and tax planning strategies with Ed Slott (Ep. 78) first appeared on Simplicity InsurMark .…
Have you ever wondered how building trust can set you apart in a commoditized financial sector? You can transform your practice with trust-based selling. In this episode, Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his revolutionary approach, the “One Call Sale,” and how it compresses the sales cycle by building immediate trust with clients. Ari dives deep into understanding why trust, rather than just offering traditional value, is now the key focus for advisors. By shifting focus from selling to truly understanding client needs, advisors can create impactful and lasting client relationships. Ari discusses: (02:48) The changing landscape of trust in financial advising (04:22) The commoditization of financial advisory services (07:41) The crucial shift from being a ‘financial advisor’ to a ‘financial doctor’ (11:55) How to unpack the layers of ‘cost of inaction’ with clients (20:13) Transforming marketing strategies from broad funnels to targeted cylinders (23:35) Building trust and creating quick emotional connections with clients And more Don’t miss this opportunity to learn how trust can be your differentiator in a crowded marketplace. Tune in to harness insights that can elevate your practice to a new level. Resources: Winning at the Intersection of Annuities and Wealth Management The Trust Book Transcript Connect With Ari Galper: Ari Galper LinkedIn: Ari Galper Connect with Jack Martin: LinkedIn: Jack Martin InsurMark Contact Form About Ari Galper: Ari Galper is the world’s number-one authority on trust-based selling and has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews and the Financial Advisor Review. As trust becomes the most important currency in the new economy, the act of selling as a dehumanizing experience, with endless “chasing” and multiple steps, has been completely reinvented and anchored in the timeless values of integrity and trust through Trust-Based Selling. The post Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77) first appeared on Simplicity InsurMark .…
What does creating a truly fulfilling retirement look like? In this episode, Jack Martin speaks with Dr. Michael Finke, Co-Founder of IncomePath, and wealth management professor and researcher at the American College of Financial Services, about the crucial intersection of behavior and retirement income planning. Together, they explore innovative approaches to retirement income planning, focusing on not just the numbers, but the value-driven lifestyles clients envision. Discover key insights from Dr. Finke’s research, which delves into the balance between income and satisfaction in retirement. Plus, learn how advisors can foster deeper client relationships by understanding and planning for the distinct lifestyle wishes of retirees. Dr. Finke discusses: (01:41) His research on retirement satisfaction and income planning dynamics (03:42) The importance of understanding client values before discussing finances (12:29) The concept of “License to Spend” and how guaranteed income sources can transform spending habits (19:50) How to approach the annuity conversation with clients And more Resources: Winning at the Intersection of Annuities and Wealth Management The Humans vs Retirement Podcast with Dan Haylett Michael Finke’s Research Transcript Connect With Michael Finke: Michael Finke LinkedIn: Michael Finke LinkedIn: IncomePath Guaranteed Income: A License to Spend Connect with Jack Martin: LinkedIn: Jack Martin InsurMark Contact Form About Michael Finke: Michael Finke, Ph.D., is a Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services. He is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging. He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine. The post Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76) first appeared on Simplicity InsurMark .…
Which key tax strategies should advisors focus on amid potential tax law changes? In this episode, Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation and how advisors can navigate these challenges to benefit their clients. Jeffrey discusses: (03:13) The potential outcomes of the upcoming election and their impact on tax planning (09:30) Planning strategies for advisors as year-end approaches (12:45) Estate planning considerations and the importance of timing (17:07) The rise of advisor-driven tax planning and utilizing innovative tools like HolistaPlan (20:25) The launch of the American College Tax Planning Certified Professional Program (27:12) How advisors can effectively promote their tax planning services And more Tune in to explore actionable advice and learn about the steps advisors should take to adapt effectively to a rapidly changing tax landscape. Resources: Winning at the Intersection of Annuities and Wealth Management Holistiplan American College Tax Planning Certified Professional Program Transcript Connect With Jeffrey Levine: Buckingham Wealth Partners LinkedIn: Jeffrey Levine Connect with Jack Martin: LinkedIn: Jack Martin InsurMark Contact Form About Jeffrey Levine: As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals. Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams. Jeffrey is a nationally recognized thought leader within the financial planning community. He is the lead financial planning nerd for kitces.com, home of the popular Nerd’s Eye View blog, and the founder of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. Prior to joining Buckingham Strategic Wealth in 2020, Jeffrey served as CEO of BluePrint Wealth Alliance, where he was responsible for spearheading the company’s vision and ensuring the firm and its advisors delivered a unique, modern approach to financial, tax and estate planning. He is an active speaker, traveling the country each year to educate thousands of financial advisors, CPAs, attorneys and consumers on retirement, tax and estate planning strategies. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division in 2017 for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is the author of “The Financial Advisor’s Guide to Savvy IRA Planning,” the lead creator of Savvy IRA Planning®, co-creator of Savvy Tax Planning®, and content creator for both, all offered through Horsesmouth, LLC. Jeffrey is a regular contributor to Forbes.com, as well as various industry publications and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television. He is regularly sought after by journalists for his insights and is frequently quoted in publications throughout the country, including The Wall Street Journal, USA Today, The New York Times, San Francisco Chronicle, The Washington Post, Investment News, Financial Planning, ThinkAdvisor, On Wall Street, Forbes, CNBC, Morningstar, Kiplinger’s, Kiplinger’s Retirement Report, Reuters, Bloomberg, Barrons and many others. Jeffrey and his wife, Bobbi-Jo, are the proud parents of three boys, Reid, Grant and Austin. He and the boys are often referred to as “the quadruplets” because of their uncanny likeness to one another. The post Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75) first appeared on Simplicity InsurMark .…
In this episode, Jack Martin chats with Debra Taylor, CPA, PFS, CDFA®, JD, about making tax planning a year-round effort. Instead of rushing every Q4, you’ll learn how regular tax strategy can ease the year-end crunch. Debra shares insightful solutions for unexpected financial events and strategic planning tips to tackle upcoming tax law changes. Get ready for actionable tips that could save your clients – and maybe even yourself – a significant amount in taxes down the road! Debra discusses: (02:31) How tax planning year-round reduces Q4 pressure (03:09) Planning for unpredictable life changes (03:56) Upcoming estate tax changes and planning ahead (11:48) Engaging clients in post-election tax discussions (13:02) Asset location and its tax implications (19:00) Strategies for multi-generational wealth transfer (23:11) Hosting events to engage the next generation And more Tune in and discover how using tax strategies all year can benefit you and your clients! Resources: Winning at the Intersection of Annuities and Wealth Management Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66) Transcript Connect With Debra Taylor CPA, PFS, CDFA®, JD: Taylor Financial Group LinkedIn: Debra Taylor Connect with Jack Martin: LinkedIn: Jack Martin InsurMark Contact Form About Debra Taylor: Debra Taylor, CPA, PFS, CDFA®, JD, is the Founder, Wealth Advisor, and Lead Tax Planner of Taylor Financial Group, LLC, a full-service, woman-owned wealth management firm located in Franklin Lakes, NJ. Debra’s passion is in educating and empowering women and their families to take control of their future, advising in all areas, including investment management, insurance solutions, complex tax planning, retirement planning, and estate planning. Debra has won many industry honors. She has authored hundreds of articles, is the author of a book about industry best practices, lectures on behalf of the AICPA, and is often quoted in national publications such as Barrons, The Wall Street Journal, and various trade publications. She is a frequent lecturer at national conferences and is the Director of Practice Management for Horsesmouth, an online trade publication for financial planners. She has also hosted a weekly Radio Show “Wealth Matters,” offering financial tips to the New York City/Northern New Jersey Area. Debra is a Certified Public Accountant and a retired attorney, having graduated from Cornell Law School. Debra is also a Certified Divorce Financial Analyst, having received specialized training in professional divorce analysis. Debra holds her Series 6, 7, 24, 63, and 72 securities registrations as well as her Life and Health Insurance licenses in the State of New Jersey. Debra lives in Upper Saddle River, NJ with her husband, dog, and cat. She is also the proud mother of three children. Debra enjoys time with her family, exercising, traveling, and reading. The post What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74) first appeared on Simplicity InsurMark .…
Are your clients missing out on maximizing their Social Security benefits? In this episode, Jack Martin speaks with Mary Beth Franklin, CFP® renowned for her expertise in Social Security planning, about essential strategies for optimizing retirement income. Learn about strategies to optimize Social Security benefits and the potential legislative changes that could affect your clients’ financial futures. Mary Beth shares practical advice to help advisors stay ahead in a rapidly changing landscape, learn about claim strategies, and how to better advise clients. Mary discusses: (09:50) How advisors can better help Gen X with Social Security planning as they approach retirement (21:02) Social Security claiming strategies and their impact (24:08) Navigating spousal and survivor benefits effectively (30:54) How to stress-test retirement plans considering potential reductions in Social Security benefits (32:54) The importance of guaranteed income and how Social Security serves as a model (38:59) Why we shouldn’t underestimate the value of Social Security And more Resources: Winning at the Intersection of Annuities and Wealth Management Social Security Administration PBS: Social Security and You Transcript Connect With Mary Beth Franklin CFP®: LinkedIn: Mary Beth Franklin Connect with Jack Martin: LinkedIn: Jack Martin InsurMark Contact Form About Mary Beth Franklin: Mary Beth is a CFP®, longtime contributing editor to Investment News, author, highly sought-after speaker, expert on Social Security planning, and recently won a Telly award for her PBS special “Social Security and You.” The post Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73) first appeared on Simplicity InsurMark .…
Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™. The post Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72) first appeared on Simplicity InsurMark .
Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges. The post Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) first appeared on Simplicity InsurMark .
Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning. The post Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70) first appeared on Simplicity InsurMark .
Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice. The post Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69) first appeared on Simplicity InsurMark .
In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly to explore the powerful benefits of integrating life insurance into retirement strategies. The post Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68) first appeared on Simplicity InsurMark .…
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