Advisor Success Series

Freedom Investment Management, Inc.
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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

  1. FEB 4 · VIDEO

    Special Episode: Trends in Retirement Income Planning and Planning Tips for Advisors - A Conversation with Sheryl O'Connor and Phil Lubinsky, IncomeConductor

    Continuing our special series on post retirement income planning, we sit down with Sheryl O'Connor (CEO and co-founder of IncomeConductor) and Phil Lubinski (CFP, co-founder, former retail advisor specializing in retirees, and developer of the time-segmented income strategy that underpins the platform). Sheryl provides some high level industry trends including: 1) Increased Focus on Healthcare & Long-Term Care, 2) Longevity & Personalized Financial Projections, and 3) Growing Annuity Adoption. Phil speaks frequently with advisors and he finds a growing shift among advisors to 1) offer comprehensive, client-centered retirement expertise with 2) tools enabling precise, integrated modeling of guarantees, growth, and risks.  Additional points brought up in this episode: Modern retirees want engagement in plan development (vs. passive in the 1980s).  Time-segmented approach aligns with goal-based planning (like accumulation for multiple horizons). More guaranteed income boosts willingness to take risk and gives "permission to spend" (reducing underspending in "go-go" early retirement phases). Proactive tax planning addresses "retirement's tax trifecta" (RMDs, spousal death bracket jumps, generational transfers). Competition (targeting 50+ demographic) drives advisors toward specialization over compliance fears; technology/AI enables scalable, deeper planning.

    39 min

  2. JAN 28 · VIDEO

    Identifying the Intersections - A Framework for Macro Investing with Sam Rines, WisdomTree Investments

    In this episode, we are please to be joined by Sam Rines, Macro Strategist at WisdomTree. Sam shares his career journey from working at several hedge funds to joining WisdomTree as their macro strategist. We discuss how geopolitical and fiscal policies intersect to influence investment strategies, covering various geopolitical topics including Europe's industrial landscape, energy reliance, and defense capabilities, as well as the impact of tariffs on businesses and the outlook for the Asian defense industry. We conclude our discussion with insights on artificial intelligence applications in business, the current state of the business cycle, and what could surprise investors in the coming year.

    43 min

  3. 11/12/2025

    ETF Industry Update: The Good, the Bad, and the Interesting - A Conversation with Dave Nadig, ETF.com

    In this episode, we welcome back Dave Nadig, fresh from a brief retirement and now President of ETF.com. Dave is an industry stalwart, having seen the industry through decades of ETF product development and transformation. We discuss the current landscape for product development targeting institutional, financial intermediaries (aka advisors), and retail. We cover hot product areas such as non-traditional income, leveraged, private alternatives, and structured products such as autocallables and barriers as well as the expected approval of ETF share class launches of existing mutual funds.

    48 min

  4. 11/03/2025

    Looking Past Subprime Credit Headlines - A Conversation with JoAnne Bianco, BondBloxx

    In this episode, we are pleased to be joined by first time guest, JoAnne Binaco, Partner and Senior Investment Strategist at BondBloxx ETFs. Recorded in early October 2025, we discuss the recent headlines around high profile collapses of some subprime lenders and how such collapses do not necessarily portend a systemic risk to the broader corporate lending environment and how investment opportunities may emerge with the rise in credit volatility.  BondBloxx disclaimer: Carefully consider the Funds' investment objectives, risks, charges, and expenses before investing. This and other information can be found in the Funds' prospectus or, if available, the summary prospectus, which may be obtained by visiting https://bondbloxxetf.com/prospectuses/ or calling 800-896-5089. Read the prospectus carefully before investing. The Funds are distributed by Foreside Fund Services, LLC. There are risks associated with investing, including possible loss of principal.

    22 min

  5. 10/23/2025

    New Tools for Incorporating Lifetime Income into an Investment Program - A Conversation with Prudential Financial

    In this episode, we have the pleasure of speaking with David Blanchett and Daniel Gutman from Prudential Investment Management and Prudential Retirement Services, respectively. We discuss recent innovations within the insurance product space to provide an "insurance overlay" on top of investment managed programs, affording retirees deferred lifetime income with the flexibility in managing their existing investment programs. Our guests also share recent insights into post-retirement spending patterns based on a May 2025 research paper, "Retirees: Doing Better with Less," which can be found at https://www.davidmblanchett.com/research.

    36 min

  6. 08/20/2025

    Investing in Geopolitical Alpha and Emerging Trends in the ETF Landscape

    Welcome back to the Advisor Success Series Podcast. After a brief hiatus, we are pleased to be joined by Jeremy Schwartz, CIO of WisdomTree Investments. In this episode, we cover the expanding scope of WisdomTree's knowledge offerings from positioning for key geopolitical themes to emerging trends in ETF product development such as return stacking and digital tokenization.

    33 min

  7. 04/08/2025

    Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors

    In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volatility like what we recently witnessed following the trade tariff announcements on April 2 "Liberation Day." He reminds listeners the importance of maintaining a strategic mindset when investing in risky assets, such as equities, as the inherent risks are the reasons why stocks outperform bonds and cash over the long run. We also discuss their research into additional market risk premiums that have historically rewarded investors with higher returns such as value and cash flow profitability.

    31 min

  8. 02/26/2025

    Reaffirming the U.S. Small Cap Value Premium - A Conversation with Wes Crill, Dimensional Fund Advisors

    In this episode, we are rejoined by Wes Crill, Senior Investment Director at Dimensional Fund Advisors to discuss the latest performance challenges for the Fama/French factor premium framework, namely small cap value within the U.S. market. Wes provides context for these performance challenges, especially in light of positive performance of the premiums outside the U.S. and for investors to stick with the premiums over the long run.

    25 min
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Ratings & Reviews

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out of 5
6 Ratings

About

Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

Information

  • Creator
    Freedom Investment Management, Inc.
  • Years Active
    2018 - 2026
  • Episodes
    99
  • Rating
    Clean
  • Show Website
    Advisor Success Series