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Jeffrey Levine: A Future-Focused Approach to Tax Planning

Jeffrey Levine: A Future-Focused Approach to Tax Planning

Effective tax planning requires a big-picture approach to reduce a client’s tax bill over their whole life. That’s the view of Jeffrey Levine, Chief…

Jamie Hopkins August 12, 2022
Ed Slott: How Taxes Can Kill Retirement Dreams

Ed Slott: How Taxes Can Kill Retirement Dreams

Taxes are the biggest challenge for investors approaching retirement, says Ed Slott, Founder and President of Ed Slott and Company, Professor at The American College…

Jamie Hopkins August 12, 2022
Marguerita Cheng: Retirement Planning is Personal

Marguerita Cheng: Retirement Planning is Personal

The retirement planning work of Marguerita (Rita) Cheng, CFP®, CEO at Blue Ocean Global Wealth, is inspired by lessons from her parents. With a large age gap between…

Jamie Hopkins August 11, 2022
Dr. Roger Ibbotson: Ensuring You Don’t Outlive Your Money

Dr. Roger Ibbotson: Ensuring You Don’t Outlive Your Money

With life expectancies on the rise, retirement can now span decades. How can you make sure your money lasts? In today’s episode of Carson Group and PIMCO’s…

Jamie Hopkins August 10, 2022
Mary Beth Franklin: Making Social Security Work for Clients

Mary Beth Franklin: Making Social Security Work for Clients

What role does Social Security play in a retirement income plan? In today’s episode of Carson Group and PIMCO’s Retirement Income Series, business journalist,…

Jamie Hopkins August 9, 2022
Robert Powell: Helping Advisors Reimagine Retirement Planning

Robert Powell: Helping Advisors Reimagine Retirement Planning

Retirement income planning is not a one-size-fits-all endeavor. Yet many advisors fail to use all of the tools available to them as they plan the best version of…

Jamie Hopkins August 8, 2022
Ryan Detrick: Making Sense of the Markets in Times of Turmoil

Ryan Detrick: Making Sense of the Markets in Times of Turmoil

Ryan Detrick’s experience with the stock market goes back to 1999, during the dot-com boom – and subsequent bubble burst. “It was really fun, and everybody’s…

Jamie Hopkins August 2, 2022
Danielle Andrus: The Inside Scoop at the Journal of Financial Planning 

Danielle Andrus: The Inside Scoop at the Journal of Financial Planning 

For more than 40 years, the award-winning Journal of Financial Planning has helped financial planners support clients and build their practices. Topics include…

Jamie Hopkins July 25, 2022
Kamila Elliott: Diversity Will Build a Stronger Profession

Kamila Elliott: Diversity Will Build a Stronger Profession

Education is the key to a successful retirement, and Kamila Elliott, CFP®, CEO and founder of Collective Wealth Partners in Atlanta, is on a mission to spread…

Jamie Hopkins July 18, 2022
Diego A. Verdugo: Paying It Forward Yields Personal Dividends

Diego A. Verdugo: Paying It Forward Yields Personal Dividends

Lifelong learning is the key to success, a philosophy Diego A. Verdugo embraced as a kid and carries on to this day. As Director of the Knowledge Hub for Principal…

Jamie Hopkins July 11, 2022
Dr. Howard Liu: Reconnecting for Better Mental Health

Dr. Howard Liu: Reconnecting for Better Mental Health

Dr. Howard Liu has had a front-row seat to the mental health impacts of the pandemic through his work as a child psychiatrist and Chair of the University of Nebraska…

Jamie Hopkins July 5, 2022
Anthony Zhang: Turning Challenge into Opportunity

Anthony Zhang: Turning Challenge into Opportunity

Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock…

Jamie Hopkins June 27, 2022
Dr. Richard Thaler: The Psychology Driving Our Money Decisions

Dr. Richard Thaler: The Psychology Driving Our Money Decisions

Why do we make the decisions we do when it comes to money? In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, behavioral economist…

Jamie Hopkins June 24, 2022
Christine Benz: Breaking Down Retirement Income Planning Strategies

Christine Benz: Breaking Down Retirement Income Planning Strategies

What philosophy guides your clients’ retirement income planning? In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, Christine…

Jamie Hopkins June 24, 2022
Dr. Wade Pfau: Retirement Planning in a Changing World

Dr. Wade Pfau: Retirement Planning in a Changing World

In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, Dr. Wade Pfau dives into the 4% rule and other retirement planning strategies. Wade…

Jamie Hopkins June 23, 2022
Bonnie Treichel: Saving and Spending in Retirement

Bonnie Treichel: Saving and Spending in Retirement

In today’s episode of Carson Group and PIMCO‘s Retirement Income Series, Bonnie Treichel talks about what she does to help people be empowered with…

Jamie Hopkins June 22, 2022
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