Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® As the weather gets nicer, it’s easier to want to get out and do things — it can especially increase your motivation to connect with your clients. Unfortunately, they are probably out doing things as well, and preparing for retirement is probably not the first thing on their minds. […]
Sheryl Hickerson, the CEO of Females and Finance, joins host David Maola to discuss leadership, being a woman in a male dominated industry, and the skills necessary to be an effective leader.
Ann Bachrach, The Accountable Coach https://www.hipcast.com/podcast/HNmcvGtp Do you multi-task? Do you know that those who multi-task are not as effective or as efficient as those who focus their efforts on one task at a time? It’s true. When you divide your efforts and your thoughts among different and differing tasks, you are doing a disservice […]
Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® No, it’s not too good to be true. With our innovativeapproach, it really is possible to maximize income creation without sacrificingassets under management. We’ve talked a lot about the necessary shift from asset accumulation to income planning. But it’s a concept that some advisors are hesitant about, especially if […]
Qualified Personal Residence Trust Sales in an Active Real Estate Market In advising clients who have established a qualified personal residence trust (QPRT) and are contemplating the sale of a residence, estate planners must be mindful of the rules which apply if the residence is sold. While the current low-interest rates may not favor the […]
Rick Hellberg, CLU, ChFC, CFP, President & CEO of PeterAlexander Financial Services, joins hosts Herb Cohen and David Maola to talk about how he learned that he does not need to be perfect all the time and how that has impacted his career.
The Increasing Importance of Digital Assets in Estate Planning The coronavirus pandemic has accelerated internet usage and creation of so-called digital assets. This in turn has increased the importance of helping clients to properly manage their digital assets when putting together an estate plan. Most clients use digital assets without really thinking about any estate […]
Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® You’ve heard that you need to adapt to stay relevant. And, those who are the best at it are able to anticipate upcoming changes, rather than just react to them. When it comes to your business, that means paying close attention to what your clients want today, but also […]
Jack Dempsey, CLU, ChFC, MA, General Partner at Dempsey Weiss & Associates, joins hosts Herb Cohen and David Maola to talk about how playing catcher in youth baseball parallels his role as “field general” at Dempsey Weiss.
Using Social Security Filing Strategies to Address Changed Circumstances Social Security has always been promoted as a safety net in retirement. Access to this safety net starts at age 62 for many people. However, to use the program correctly, it is important to understand how and when taking benefits will impact a client’s overall plan […]