Explore "advancedmarkets" with insightful episodes like "The use of life insurance in managing market and investment risk in retirement planning", "The role of life insurance in implementing a sound asset location strategy for tax efficient investing" and "The State of the Market" from podcasts like ""Equitable Life with inSight", "Equitable Life with inSight" and "TBA's Life Insurance Link Up"" and more!
Wade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the New York Life Center for Retirement Income, and RICP® program director at The American College of Financial Services.
GE-3474402.2 (3/23) (Exp. 3/27)
Guest: Wade Pfau
Michael Finke, PhD, CFP®, a nationally renowned researcher focuses on the value of financial advice, shares his insights and tips on the current investment environment and tax efficient investing with asset location strategies.
GE-3474411.2 (3/23) (Exp.3/27)
Guest: Michael Finke
Kevin Cox, a regional advisor for Lincoln Financial, joined our own Zach Gosselin to discuss the state of the current market and some advanced market opportunities that may prove beneficial in the current financial climate for your clients. Tune in to learn more!
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