Breakthrough Advisor - InsurMark

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Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)

Monday, January 13, 2025 • Duration 34:33

Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.

The post Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80) first appeared on Simplicity InsurMark.

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Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)

Friday, January 3, 2025 • Duration 34:47

Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions.

The post Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79) first appeared on Simplicity InsurMark.

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Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)

Wednesday, December 18, 2024 • Duration 33:19

Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends.

The post Post-election IRA and tax planning strategies with Ed Slott (Ep. 78) first appeared on Simplicity InsurMark.

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Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77)

Wednesday, December 4, 2024 • Duration 28:47

Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his "One Call Sale."

The post Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77) first appeared on Simplicity InsurMark.

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Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76)

Wednesday, November 20, 2024 • Duration 34:36

Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services.

The post Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76) first appeared on Simplicity InsurMark.

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Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)

Monday, November 4, 2024 • Duration 37:05

Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.

The post Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75) first appeared on Simplicity InsurMark.

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Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73)

Monday, September 30, 2024 • Duration 41:09

Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape.

The post Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73) first appeared on Simplicity InsurMark.

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Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72)

Tuesday, September 17, 2024 • Duration 29:37

Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™.

The post Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72) first appeared on Simplicity InsurMark.

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Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71)

Wednesday, September 4, 2024 • Duration 30:00

Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges.

The post Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) first appeared on Simplicity InsurMark.

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Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70)

Wednesday, August 28, 2024 • Duration 29:24

Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning.

The post Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70) first appeared on Simplicity InsurMark.

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Breakthrough Advisor – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Breakthrough Advisor – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other80

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other80

Apple Podcasts

Spotify