It’s Time to Talk Taxes With Sophia Duffy
By ThinkAdvisor, sponsored by Jackson National Life Insurance Company ThinkAdvisor, sponsored by Jackson National Life Insurance CompanyOn this episode of the Ask the Retirement Expert podcast, Duffy speaks with ThinkAdvisor Senior Reporter John Manganaro about the tax planning landscape.
Busting Retirement Income Myths With Michael Finke
ThinkAdvisor, sponsored by Jackson National Life Insurance Company
The Entrepreneurial Mindset With Reed Colley
ThinkAdvisor, sponsored by Jackson National Life Insurance Company
May 28, 2025
When Advice Matters the Most With Andrew CrowellOn this episode of the Ask the Retirement Expert podcast, Andrew Crowell — vice chairman of wealth management at D.A. Davidson — joins ThinkAdvisor Senior Reporter John Manganaro to discuss the role advisors can play in helping clients navigate challenges both foreseen and unexpected.
May 22, 2025
Getting Social Security Claiming Right With Joe ElsasserOn this Season 3 kick-off episode of the Ask the Retirement Expert podcast series, Elsasser joins ThinkAdvisor Senior Reporter John Manganaro to discuss all things Social Security and retirement income planning. In addition to claiming strategies and Social Security funding, the pair also discuss the importance of tax-aware income planning, the psychological side of spending, the importance of finding purpose during “life after work,” and more.
February 05, 2025
Prudential Advisors Wants Advisors to Focus on Clients’ DiversityPrudential executives Jessica Wietmarschen and Keita Cline explain how financial advisors can support and build trust with clients by understanding their goals and embracing diversity.
December 31, 2024
How Financial Professionals Can Help Clients Overcome Financial WorryAmericans are more worried about their finances than ever. TruStage’s Martin Powell explains how financial professionals can leverage behavioral finance to help ease these concerns.
December 18, 2024
Discovering Your Greatest ToolDon’t miss this episode of Cambridge Stronger as Ellis Baum, Investment Advisor Representative at Tiger Investment Services, shares his career journey and how his success in another industry prepared him for his current career.
December 17, 2024
A New Framework for Fee-Based Annuities with David LauDavid Lau, the founder and CEO at DPL Financial Partners, shares his unique perspective about retirement income planning.
December 05, 2024
Bogart Wealth Uses Education to Develop a New Generation of AdvisorsCEO James Bogart and Patrick Marcinko, a financial advisor with Bogart Wealth, explain how continuous education is critical to developing the next generation of advisors.