98: How to Think Outside the 4% Rule
June 1, 2023 – (25:54)

Does the 4% spending rule for retirees still apply? Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, explains why this traditional advice might need some updating when it comes to future market conditions and your clients’ spending habits.

97: How Prioritizing Your Mental Wellbeing Can Impact Your Business
May 18, 2023 – (34:10)

As financial professionals, we consider our clients' physical and mental health—but overlook the importance of our own.  Brian Portnoy, founder of Shaping Wealth, sheds light on a difficult topic and how to make it a focus going forward.

96: How to Help Clients Envision Their Friendship Network in Retirement
May 4, 2023 – (26:53)

Life's biggest milestones can impact your clients' friendships. Jeff Hall, director of the Relationships and Technology Lab at the University of Kansas, explains how financial professionals can create value by anticipating the social needs of their clients and prepping them for these events.

95: A Test for the Global Economy
April 20, 2023 – (48:55)

The collapse of several banks has heightened recession risk and is likely to lead to tighter credit conditions for both businesses and consumers. Nanette Abuhoff Jacobson returns to the podcast and shares her thoughts on inflation, a looming recession, and how central banks around the world are grappling with the same issues.

94: How to Build Client Trust with the Human Side of Advice
April 4, 2023 – (37:23)

Connecting to your clients on an emotional level builds trust and impacts their lives--and your business. Brendan Frazier, founder of Wired Planning and host of "The Human Side of Money" podcast, discusses how having emotionally connected clients leads to more valuable financial advice.

93: How the Financial Services Industry Can Attract the Next Generation of Talent
March 23, 2023 – (39:16)

In honor of Women’s History Month, we welcomed Katlyn Grasso, founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can update the way it’s perceived by recruiting and retaining the next generation of talented women.