Boomertirement Podcasts http://manningmedia.net/Clients/GS/GS856/podcasts.shtml MDRT Boomertirement Podcasts Tue, 11 Nov 2008 21:22:00 GMT en-us Navigating the Complexities of the 21st Century Wealth Span (05:53) http://www.boomertirementnews.com/podcasts-summit.shtml#Cutler http://www.boomertirementnews.com/podcasts-summit.shtml#Cutler Mon, 08 Sep 2008 18:15:00 GMT Neal Cutler, Ph.D. — Associate Director of the Gerontology Program, University of North Carolina at Greensboro; Cutler introduces a solution for the "Senior Sandwich" Boomers who are still caring for their children, while also financially supporting their parents. The New Rules for Selling to Boomers (09:32) http://www.boomertirementnews.com/podcasts-summit.shtml#NewRules_Thornhill http://www.boomertirementnews.com/podcasts-summit.shtml#NewRules_Thornhill Thu, 17 Apr 2008 22:45:00 GMT Matt Thornhill - President and Founder, Boomer Project; Thornhill provides expert perspective about how to sell financial services products to members of this unique generation. Solutions to Meet the Challenge of a Changing Retirement Landscape (08:46) http://www.boomertirementnews.com/podcasts-summit.shtml#Munnell http://www.boomertirementnews.com/podcasts-summit.shtml#Munnell Mon, 27 Oct 2008 20:33:00 GMT Alicia Munnell — Peter F. Drucker Professor, Boston College Carroll School of Management; Director, Center for Retirement Research, Boston College; To improve retirement income security. Munnell recommends a partnership between individuals, employers and the government. Guaranteed Income for Life #1 (06:01) http://www.boomertirementnews.com/podcasts-summit.shtml#Meckenstock http://www.boomertirementnews.com/podcasts-summit.shtml#Meckenstock Mon, 08 Sep 2008 18:21:00 GMT Bobb Meckenstock, CLU, MBA — President, The Meckenstock Group/Main Street Securities, LLC; 27-year MDRT Member; Meckenstock discusses solutions to combat decreased savings and longer lives – two factors that are compromising Boomers’ retirement income. Guaranteed Income for Life #2 (12:29) http://www.boomertirementnews.com/podcasts-summit.shtml#Huggard http://www.boomertirementnews.com/podcasts-summit.shtml#Huggard Mon, 08 Sep 2008 18:23:00 GMT John Huggard, J.D., CPA — Alumni Distinguished Professor, North Carolina State University; 27-year MDRT Member; Huggard provides an explanation of the living benefit annuities that provide a solution to longevity, sequence or returns and inflation risk. Exit Strategies for Retirement Savings #1 (07:54) http://www.boomertirementnews.com/podcasts-summit.shtml#ExitStrategies_Hoesly http://www.boomertirementnews.com/podcasts-summit.shtml#ExitStrategies_Hoesly Thu, 17 Apr 2008 22:45:00 GMT Michelle L. Hoesly, CLU, ChFC - Principal, Capital Resources; 29-year MDRT Member. Many strategies that work well during the accumulation phase can actually increase risk during distribution. Hoesly discusses three distribution-phase strategies that can help Baby Boomers ensure sustainable life income. Exit Strategies for Retirement Savings #2 (04:41) http://www.boomertirementnews.com/podcasts-summit.shtml#ExitStrategies_Slott http://www.boomertirementnews.com/podcasts-summit.shtml#ExitStrategies_Slott Thu, 17 Apr 2008 22:45:00 GMT Ed Slott, CPA - IRA Expert and Author; Slott presents an approach that protects retirement assets by taking advantage of the three biggest benefits of the U.S. tax code. Protecting Boomers' Assets and Independence #1 (11:22) http://www.boomertirementnews.com/podcasts-summit.shtml#Lifeboats_Roundtable http://www.boomertirementnews.com/podcasts-summit.shtml#Lifeboats_Roundtable Thu, 17 Apr 2008 22:45:00 GMT Moderator: Stephen Piontek - Editor in Chief, National Underwriter Life & Health magazine; Brian H. Ashe, CLU - President, Brian Ashe and Associates, Ltd.; 36-year MDRT Member and 2000 MDRT President; Harley Gordon - President, The Corporation for Long-Term Care Certification, Inc.; Three of the industry’s premier insurance experts explore how financial advisors can help Baby Boomers employ Lifeboats that protect against the burden of unforeseen and uncontrollable expenses. Protecting Boomers' Assets and Independence #2 (4:54) http://www.boomertirementnews.com/podcasts-summit.shtml#Lifeboats_Gordon http://www.boomertirementnews.com/podcasts-summit.shtml#Lifeboats_Gordon Thu, 17 Apr 2008 22:45:00 GMT Harley Gordon - President, The Corporation for Long-Term Care Certification, Inc. In an excerpt from the Protecting Boomers Assets and Independence Podcast #1, Gordon advises financial professionals to communicate about long-term care insurance the same way they do about life insurance. Boomertirement Solutions Summary, Perspectives and Call to Action #1 (14:38) http://www.boomertirementnews.com/podcasts-summit.shtml#Panel http://www.boomertirementnews.com/podcasts-summit.shtml#Panel Mon, 27 Oct 2008 20:33:00 GMT Moderator: Tom Wheeler – Boomer, Author and Private Equity Manager; Philip E. Harriman, CLU, ChFC – 2007 MDRT President; Frank Keating – President and CEO, American Council of Life Insurers; Robert Romasco, MBA – AARP Board of Directors; This high-profile panel discussion was the capstone of the two-day Boomertirement Industry Summit. During the session, three premier retirement experts and thought leaders provided insight regarding solutions to the Baby Boomer retirement crisis. Boomertirement Solutions Summary, Perspectives and Call to Action #2 (3:48) http://www.boomertirementnews.com/podcasts-summit.shtml#Keating http://www.boomertirementnews.com/podcasts-summit.shtml#Keating Mon, 27 Oct 2008 20:33:00 GMT Frank Keating – President and CEO, American Council of Life Insurers; This high-profile panel discussion was the capstone of the two-day Boomertirement Industry Summit. During the session, three premier retirement experts and thought leaders provided insight regarding solutions to the Baby Boomer retirement crisis. Boomertirement Solutions Summary, Perspectives and Call to Action #3 (4:41) http://www.boomertirementnews.com/podcasts-summit.shtml#Romasco http://www.boomertirementnews.com/podcasts-summit.shtml#Romasco Mon, 27 Oct 2008 20:33:00 GMT Robert Romasco, MBA – AARP Board of Directors; This high-profile panel discussion was the capstone of the two-day Boomertirement Industry Summit. During the session, three premier retirement experts and thought leaders provided insight regarding solutions to the Baby Boomer retirement crisis. Boomertirement Solutions Summary, Perspectives and Call to Action #4 (6:49) http://www.boomertirementnews.com/podcasts-summit.shtml#Harriman http://www.boomertirementnews.com/podcasts-summit.shtml#Harriman Mon, 27 Oct 2008 20:33:00 GMT Philip E. Harriman, CLU, ChFC – 2007 MDRT President; This high-profile panel discussion was the capstone of the two-day Boomertirement Industry Summit. During the session, three premier retirement experts and thought leaders provided insight regarding solutions to the Baby Boomer retirement crisis. Connecting with Boomers (3:46) http://www.boomertirement.com/members/memberpodcasts.html Briggs 1 Tue, 17 Jun 2008 19:02:00 GMT Briggs Matsko, CFP, 21-year MDRT member Transitioning from Engagement to Analysis (5:11) http://www.boomertirement.com/members/memberpodcasts.html Briggs 2 Tue, 17 Jun 2008 19:02:00 GMT Briggs Matsko, CFP, 21-year MDRT member Boomertirement Products and Solutions (4:48) http://www.boomertirement.com/members/memberpodcasts.html Briggs 3 Tue, 17 Jun 2008 19:02:00 GMT Briggs Matsko, CFP, 21-year MDRT member Keeping Boomers Involved (3:35) http://www.boomertirement.com/members/memberpodcasts.html Briggs 4 Tue, 17 Jun 2008 19:02:00 GMT Briggs Matsko, CFP, 21-year MDRT member Working with Boomers (3:32) http://www.boomertirement.com/members/memberpodcasts.html Greg 1 Tue, 17 Jun 2008 19:02:00 GMT Greg Gagne, 8-year MDRT member Tackling Economic Uncertainty (3:56) http://www.boomertirement.com/members/memberpodcasts.html Greg 2 Tue, 17 Jun 2008 19:02:00 GMT Greg Gagne, 8-year MDRT member Solutions for the "Sandwich Generation" (3:30) http://www.boomertirement.com/members/memberpodcasts.html Greg 3 Tue, 17 Jun 2008 19:02:00 GMT Greg Gagne, 8-year MDRT member Re-Visioning Retirement (7:06) http://www.boomertirement.com/members/specialinterviews.html Dychtwald Mon, 27 Oct 2008 20:33:00 GMT Ken Dychtwald, Ph.D. – Futurist, Author and President of Age Wave; Dychtwald provides an overview of Boomers’ retirement possibilities – and the role financial advisors must play to provide them with a financial wake-up call that will allow them to fulfill their dreams. What Financial Professionals Need to Know Now to Help Baby Boomers Plan for Retirement (6:47) http://www.boomertirement.com/members/specialinterviews.html Dychtwald Mon, 27 Oct 2008 20:33:00 GMT Lee Eisenberg – Author, The Number, The Best-Selling Book on Re-Thinking Retirement; Eisenberg offers advice for how financial professionals can better connect with Boomers to help them prepare for a fulfilling retirement. The Calculus of Retirement Income (4:31) http://www.boomertirement.com/members/specialinterviews.html Dychtwald Mon, 27 Oct 2008 20:33:00 GMT Moshe Milevsky, Ph.D. – Finance Professor, York University; Executive Director, The IFID Center; With the decline of defined-benefit pensions, Milevsky says, Advisors must become "risk managers" to protect Boomers from the three major risks of the distribution phase of retirement income: longevity, inflation and sequence of returns.