Retirement Repair Shop with Mary Beth Franklin
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Goodpods has curated a list of the 10 best Retirement Repair Shop with Mary Beth Franklin episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Retirement Repair Shop with Mary Beth Franklin for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Retirement Repair Shop with Mary Beth Franklin episode by adding your comments to the episode page.
The key to working with female clients: Listening
Retirement Repair Shop with Mary Beth Franklin
03/22/22 • 38 min
Today, women control a third of total U.S. household financial assets. That’s more than $10 trillion. But over the next decade, large sums of money are expected to change hands, driven mainly by demographics as women inherit assets from parents and spouses, through divorce settlements, and by investing their own hard-earned savings. These changes represent a critical inflection point for the financial services industry. When affluent women take over financial decision-making for a household, they typically seek out new wealth management relationships to suit their needs. With Mary Beth to discuss how to work with women investors, particularly when the female is the primary decision-maker in a couple, is Allison Schmidt of Higgins & Schmidt Wealth Strategies in Denver.
Guest bio: Allison Schmidt is a CERTIFIED FINANCIAL PLANNERTM professional and CPA* at Higgins & Schmidt Wealth Strategies. She co-founded Higgins & Schmidt with Steven Higgins in 2010. Allie works with a select group of individuals and families to create and develop tax-efficient financial strategies. Allie enjoys working closely with clients to assess their full financial picture to make sure each and every piece is working together. This elevated level of client communication is the cornerstone of the Higgins & Schmidt process, and Allie takes pride in the recognition that Higgins & Schmidt Wealth Strategies has received for this client-first based approach.
Prior to co-founding Higgins & Schmidt Wealth Strategies, Allie began building her practice in 2008 as a financial advisor literally one step at a time, knocking on doors with Edward Jones Investments. Prior to that, she paid her dues as a financial statement auditor with Deloitte & Touche, LLP. Allie is originally from Kankakee, IL and graduated from Butler University in Indianapolis where she was a member of the Butler Bulldogs women’s basketball team. March Madness is a very big deal around the Schmidt house. Allie and her wife, Stacy, live in the Highlands neighborhood in Northwest Denver with their two daughters, Wesley & Charley, and Wheaten Terrier, Bailey. When not in the office, Allie is usually outside with her family and friends, if not playing hide-and-seek, enjoying the many activities that the beautiful Colorado landscape has to offer usually capped off with an ice cold craft beer.
Dual Retirement Challenges: Inflation and Longevity
Retirement Repair Shop with Mary Beth Franklin
10/03/22 • 37 min
Millions of baby boomers are retired or preparing to retire. But after a decade of strong market performance, near zero interest rates and low inflation, today’s retirees face new challenges: the highest inflation in 40 years coupled with volatile markets against a backdrop of longer lifespans. Guest Mike Downing, chief operating officer of Athene, shares his insights of how older Americans can stretch their savings and stabilize their income over a retirement that could last 30 years or more.
Please note: This content is intended for financial professionals.
Guest Bio: Michael S. Downing serves as Athene’s Chief Operating Officer and Chief Actuary. He is responsible for overseeing global actuarial valuation, modeling, pricing, product development, and product go-to-market.
How to teach kids to be financially independent
Retirement Repair Shop with Mary Beth Franklin
08/07/23 • 29 min
How financial professionals can help multi-generational clients
Retirement Repair Shop with Mary Beth Franklin
08/21/23 • 18 min
The search for coveted retirement income
Retirement Repair Shop with Mary Beth Franklin
01/19/22 • 32 min
In this episode, you'll hear about:
- Background of Financial Independence Group.
- Annuity misperceptions.
- How advisers can learn about incorporating annuities into portfolios.
- Tech advances in the insurance space.
- The effect on adviser fees of using annuities in client portfolios.
- Bonds versus annuities
Related Article: Fidelity rolls out product allowing 401(k) participants to buy annuities
This season is brought to you by Realized
Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations.
Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.
For more information, visit www.Realized1031.com/RepairShop to learn more.
Guest Bio:
Leslie Lipscomb joined Financial Independence Group in 2006 as a sales consultant in the annuity division. During her 10 years as a consultant, Leslie was recognized as one of the most successful insurance sales consultants in the country.
In 2017, Leslie was promoted to senior vice president and currently leads a private client group that supports independent financial professionals across the country. Leslie’s private client group focuses heavily on comprehensive and holistic planning using life insurance, annuity and long-term care products. In an ever-changing industry, Leslie plays a vital role in helping her agents build a business and marketing plan unique to each individual practice. Once a plan has been developed Leslie and her team take a hands-on approach to ensure the plan is fully implemented.
Rethinking retirement
Retirement Repair Shop with Mary Beth Franklin
12/08/21 • 37 min
In this episode, you'll hear about:
- David's background.
- The most compelling research David is working on now — the value of advisers.
- Plan providers and advice — should they give it?
- Why delay the start of Social Security benefits?
- Decumulation.
- Inflation.
Related Article:
Demand for Social Security advice increases
Gomez would bring industry experience to DOL’s retirement plan oversight
This season is brought to you by Realized
Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations.
Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.
For more information, visit www.Realized1031.com/RepairShop to learn more.
Guest Bio
David Blanchett, PhD, CFA, CFP, is managing director and head of retirement research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial Inc. In this role he develops research and innovative solutions to help improve retirement outcomes for investors. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management and before that the director of consulting and investment research for the Retirement Plan Consulting Group at Unified Trust Co.
David has published over 100 papers in a variety of industry and academic journals. His research has received awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Financial Planning Association (2020), the International Centre for Pension Management (2020), the Journal of Financial Planning (2007, 2014, 2015, 2019), and the Retirement Management Journal (2012). He is a regular contributor to the Advisor Perspectives, ThinkAdvisor and the Wall Street Journal.
I lost my job right before retirement! What now?
Retirement Repair Shop with Mary Beth Franklin
06/04/19 • 32 min
Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. In Episode 3, our host speaks with Monica Dwyer of Harvest Financial Advisers to examine the unfriendly reality of losing a job just before retirement.
This isn’t a unique problem. According to a survey by ProPublica and the Urban Institute, 56% suffer at least one layoff of other type of involuntary job separation after the age of 50.
More from Monica
Check out Monica’s website at https://www.monicadwyer-cfp.com/
Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email [email protected]
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook
Women in Transition
Retirement Repair Shop with Mary Beth Franklin
12/22/21 • 39 min
In this episode you'll hear about:
- How her beloved grandmother’s experience with domestic abuse inspired Stacy to establish a nonprofit organization to provide free financial education and advice helplines for women in difficult situations.
- Why she later launched Francis Financial, which works primarily with widows and divorced women, as a way to serve a vulnerable population and to fund her passion project, Savvy Ladies.
- How financial advisers can work with women in transition and build a team of professionals, from tax accountants to divorce attorneys, therapists and real estate agents, who can help their clients build a new life on their own.
This season is brought to you by Realized
Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations.
Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.
For more information, visit www.Realized1031.com/RepairShop to learn more.
Guest Bios:
Stacy Francis, president and CEO of Francis Financial and founder of Savvy Ladies
Special needs planning and your retirement plan
Retirement Repair Shop with Mary Beth Franklin
07/02/19 • 30 min
Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with John Nadworny of Special Needs Financial Planning to examine how special needs planning can impact a sound retirement strategy.
About the guest
John Nadworny brings more than 25 years of experience as a certified financial planner who specializes in working with special needs families. He began to explore this critical niche after his son James was born with Downs Syndrome. In addition to his thriving practice, he has co-authored the ground-breaking book, The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child’s Life.
More from John Nadworny:
Special Needs Planning website: https://specialneedsplanning.com/john-nadworny/
Download his book: https://www.amazon.com/Special-Needs-Planning-Guide-Prepare/dp/1557668027
Watch John’s story: https://www.investmentnews.com/section/video?playerType=INTV&bctid=5573440923001&date=20170912
Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email [email protected]
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook
Starting Over
Retirement Repair Shop with Mary Beth Franklin
03/17/21 • 41 min
2:30 - Stacy's background and inspiration
5:00 - The persistence of a gender imbalance in talking about money over generations
7:15 - The surge in gray divorce
11:00 - Silver linings from the pandemic
14:00 - Financial advisors handling divorce
17:00 - Specialists for helping sort out finances in a divorce
19:00 - The effect of new tax treatment on alimony/spousal support
21:30 - Nuances to dividing assets equally, especially tax impacts
24:30 - The disparity between married women and divorced women's retirement confidence
27:00 - The family home pitfall
28:45 - The risk of not investing
31:00 - The mortgage process for the post-divorce home
33:00 - 3 different divorce models
36:15 - Background on Savvy Ladies, Stacy's nonprofit
This episode is sponsored by Transamerica.
For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing
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FAQ
How many episodes does Retirement Repair Shop with Mary Beth Franklin have?
Retirement Repair Shop with Mary Beth Franklin currently has 39 episodes available.
What topics does Retirement Repair Shop with Mary Beth Franklin cover?
The podcast is about Health Care, Health Insurance, Retirement, Divorce, Investing, Money, Podcasts, Marriage, Financial Advice, Finance, Education, Job, Financial Podcast, Medicare, Business and Healthcare.
What is the most popular episode on Retirement Repair Shop with Mary Beth Franklin?
The episode title 'Great Resignation to the Great Unretirement' is the most popular.
What is the average episode length on Retirement Repair Shop with Mary Beth Franklin?
The average episode length on Retirement Repair Shop with Mary Beth Franklin is 34 minutes.
How often are episodes of Retirement Repair Shop with Mary Beth Franklin released?
Episodes of Retirement Repair Shop with Mary Beth Franklin are typically released every 7 days, 1 hour.
When was the first episode of Retirement Repair Shop with Mary Beth Franklin?
The first episode of Retirement Repair Shop with Mary Beth Franklin was released on Apr 23, 2019.
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