NAIFA Advisor Today

APRIL 20, 2023

SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? what it means for your clients, and why now is the best time to prepare.

Estate Planning 92

Estate Planning Retirement Clients Planning 92

MainStreet Financial Planning

JUNE 27, 2022

How : Zoom Meeting, Free to ongoing clients; $10 for guests. The latest on the RISE & SHINE/SECURE 2.0 Acts, what that means to you and your Tax Planning in Retirement. This session will take you through what you need to know about how SECURE 2.0, 30-45 minutes.

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

Nationwide Financial

MARCH 7, 2023

Key Takeaways You and your clients are probably feeling the pressure of inflation and the anxiety of a potential recession—and now can be a good time to discuss financial security. Helping a client develop a plan and follow through on their goals is a strategy to get them to a place where they feel financially secure.

Clients 52

Clients Retirement Planning Retirement Financial Planning 52

The Big Picture

NOVEMBER 8, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. Let’s start with your background in academia. What is a Master of Philosophy in Enlightenment and History from Oxford? So that’s what I did. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Banking 141

Banking Valuation Economy Investing 141

The Big Picture

MAY 16, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest. So what do you think of these digs? So let’s talk a little bit about your background. My friend Howard Lindzon is a guest. Pretty nice.

Media 278

Media Investing Investments Valuation 278