The Exceptional Advisor Podcast

124 Episodo

1. Episode 23 - The Millennial Mindset w/ Alexandra Cole

   Publicado: 26/4/2019
2. Episode 22 - From Brexit to China: Economic Disruptions w/ Marci Rossell, Ph.D.

   Publicado: 18/4/2019
3. Episode 21 - How Today's Retirees Are Financially Fairing w/ Catherine Collinson

   Publicado: 4/4/2019
4. Episode 20 – QBI Reduction, Small Business Owners, and the 199A Tax Act w/ Jeffrey Levine

   Publicado: 27/3/2019
5. Episode 19 - Advanced Roth Conversion Strategies w/ Michael Kitces

   Publicado: 20/3/2019
6. Episode 18 - What Financial Risks Do Retirees Face Late in Life

   Publicado: 21/1/2019
7. Episode 18 - Challenges to International Investing

   Publicado: 11/1/2019
8. Episode 17 - The Role of Annuity Products in Retirement Planning

   Publicado: 18/12/2018
9. Episode 16 - Key Life Stages for Clients in Retirement

   Publicado: 14/12/2018
10. Episode 15 - Reverse Mortgages and What Advisors Should Understand

    Publicado: 3/12/2018
11. Episode 14 - The Retirement Planning Jigsaw Puzzle

    Publicado: 26/11/2018
12. Change Your Focus - Advising for Retirement

    Publicado: 19/11/2018
13. Episode 12 - Insight on Retires over 85

    Publicado: 12/11/2018
14. Episode 11 - Will the Financial Fragility of Retirees Increase?

    Publicado: 25/10/2018
15. Episode 10 - Current State of Retirement in the United States

    Publicado: 8/10/2018
16. Episode 9 - Estate Planning and Charitable Giving With Martin Shenkman

    Publicado: 8/10/2018
17. Episode 8 – Serving the Unique Needs of LGBTQ Clients

    Publicado: 1/10/2018
18. Episode 7 – How to Attract and Retain Younger Advisors & What They Bring to a Practice

    Publicado: 28/9/2018
19. Episode 6 – Attracting, Serving & Retaining Clients

    Publicado: 28/9/2018
20. Episode 5 - Impact Investing

    Publicado: 26/9/2018