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Women Vulnerable in Retirement: Housing Wealth Solutions

Buy now for $29 Overall Rating: 4.4 / 5 Women Vulnerable in Retirement: Housing Wealth Solutions – Shelley Giordona Women face unique challenges in retirement such as living longer than their spouse, earning less during their career, experiencing gray divorce or solo aging. Most retired women are homeowners. They can be more retirement secure and …

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Why Your Client’s Net Worth Isn’t Their Most Important Number!

Overall Rating: 4.3 / 5 Why Your Client’s Net Worth Isn’t Their Most Important Number! – Zac Larson Clients, and their advisors, often place too much significance on net worth to determine retirement readiness. However, your client’s retirement happiness will come from focusing on experiences, people, and places that matter to them.  We can empower clients …

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Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions

Buy now for $29 Overall Rating: 4.4 / 5 The Internal Revenue Code (Code) and the Employee Retirement Income Security Act of 1974 (ERISA) do not prohibit the use of cryptocurrency as an investment option in a 401(k) plan. Fidelity Investments will offer participants the option to put bitcoin in their 401(k)s by the middle …

Read moreCryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions

Maximizing Social Security Benefits

Buy now for $29 Overall Rating: 4.6 / 5 Maximizing Social Security Benefits – Mary Beth Franklin Social Security benefits represent one of the few sources of guaranteed income that retirees can count on for life, and for most people, it is a key element of their retirement income plan. Deciding when and how to …

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Digital Estate Planning: Afterlife in the Cloud

Buy now for $29 Overall Rating: 4.8 / 5.0 We live in a digital world. Our entire life is becoming stored online in the cloud, but very few people understand or plan for what this means from an asset transfer, management, and ownership standpoint. What happens to your emails, passwords, photos, and websites when you …

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Retirement Income Using Charitable Strategies

Buy now for $29 Overall Rating: 4.6 / 5 Retirement Income Using Charitable Strategies – Tiffany House There are many options to help your clients with retirement income, and charitable tools are a hot topic after the Secure 2.0 Act. In this presentation, we will explore tools that can enhance income through tax savings and …

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Navigating the Critical Ages of Retirement Income Planning

Buy now for $29 Overall Rating: 4.8 / 5 Navigating the Critical Ages of Retirement Income Planning – Heather Schreiber As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even the most well-intentioned planners. Missing opportunities to save more or to leverage little-known strategies …

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Confidence Counts: How Advisors Boost Retirement Readiness

Buy now for $29 Overall Rating: 4.0 / 5 Confidence Counts: How Advisors Boost Retirement Readiness – Eric Ludwig Despite growing complexity in retirement planning, many Americans still approach this stage with uncertainty and anxiety.   The 2023 Retirement Income Literacy Survey (RILS) reveals gaps in both knowledge and confidence among pre-retirees and retirees. These …

Read moreConfidence Counts: How Advisors Boost Retirement Readiness

07/30/2025 Medicare Mastery: Integration Strategies for Comprehensive Financial Planning Rebroadcast at 2-3 PM EDT

Buy now for $29 Overall Rating: 4.8 / 5 Medicare Mastery: Integration Strategies for Comprehensive Financial Planning – Ari Parker Medicare’s complex structure can have a significant impact on your client’s retirement plan. It is important for advisors to use a Three P’s method when helping clients choose between traditional Medicare and Medigap Plans, and Medicare …

Read more07/30/2025 Medicare Mastery: Integration Strategies for Comprehensive Financial Planning Rebroadcast at 2-3 PM EDT
Eric Ludwig, PhD, CFP, AI in Action Retirement Planning

AI in Action: Exploring the Use of ChatGPT in Retirement Planning

Buy now for $29 Overall Rating: 4.7 / 5 AI in Action: Exploring the Use of ChatGPT in Retirement Planning – Eric Ludwig The retirement planning landscape is rapidly evolving with the advent of AI technologies. While these tools, like ChatGPT, offer promising enhancements in client communication and operational efficiency, they also present challenges in …

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Retire with More – Tax-Advantaged Business Sales

Buy now for $29 Overall Rating: 4.6 / 5 Retire with More – Tax-Advantaged Business Sales – Tiffany House We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy. Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds will …

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Understanding How Different Types of Annuities Work

Buy now for $29 Overall Rating: 4.4 / 5 Understanding How Different Types of Annuities Work – Wade Pfau Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many types of annuities in the marketplace …

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