Your Thriving Practice — A podcast by Global Atlantic

Global Atlantic
  • 5.0 (19)
  • Investing

Do you want to make sure you’re doing all you can to help your clients meet their financial goals? Your Thriving Practice by Global Atlantic explores some of the most pressing topics facing financial professionals today. Listen as we discuss the latest news and industry trends, speak with experts, and provide you with the info and insight you need to be a better financial professional. Learn to build, manage, and grow your practice. Find out more at www.globalatlantic.com/professionals/your-thriving-practice.

  1. 06/13/2024

    Retirement Risks: Addressing longevity risk with Moshe Milevsky

    In the second part of this two-part series on retirement risks, we’re joined by Moshe Milevsky, a professor of finance at Schulich School of Business at York University. He digs into longevity risk, how financial professionals can help their clients avoid outliving their money, and the potential role annuities can play.

  2. 06/13/2024

    Retirement Risks: Mitigating three of the greatest retirement risks

    In part one of this two-part series, Global Atlantic’s Vice President of Advanced Markets Thea Marasa-Scafidi joins the podcast to talk about three of the greatest risks facing retirees today — sequence of returns, longevity, and inflation. She also discusses how financial professionals may be able to help their clients reduce the impact of these risks.

  3. 10/30/2023

    How your communication style can grow your business

    In this episode we’re joined by Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, and Kristin Pondel from Storyline Strategies, to talk about the right words and phrases to use to create better conversations with your customers.

  4. 06/26/2023

    60/40 One Year Later: Not Your Grandfather's Annuity: Using the Right Words to Sell an "Alternative Strategy"

    Are you looking for new ways to talk to your clients about annuities? In this episode, Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, joins the podcast to share proven words and phrases that financial professionals can use to introduce annuities into the conversation. Listen to gain some actional advice and foster better discussions with your clients. Guest: Jeannie Underwood-Kotner, Senior VP, Head of Global Atlantic Consulting

  5. 06/26/2023

    60/40 One Year Later: The REIT Renaissance

    A rocky 2022 caused some investors to be more open minded when it comes to alternative investments, and that includes real estate. In this episode, we’re joined by KKR’s Stephen Morello to discuss real estate investment trusts (REITs), the nuances surrounding the macro market, and how real estate can offer stability in a volatile environment. Guest: Stephen Morello, Principal, Client and Partner Group at KKR

  6. 06/26/2023

    60/40 One Year Later: Seeking Stability with Annuities

    After a disruptive 2022 caused some investors to rethink the traditional 60/40 portfolio, there may be greater interest in adding some stability. In this episode Dr. Wade Pfau, founder of Retirement Researcher and director of retirement research for McLean Asset Management, joins the podcast to detail how annuities may be an appropriate solution for stability-seeking investors. Guest: Dr. Wade Pfau, founder of Retirement Researcher and director of retirement research for McLean Asset Management

  7. 06/26/2023

    60/40 One Year Later: Stay the Course—or Shift Gears? (Part 2)

    In the second part of the conversation about the future of the 60/40 portfolio, guests Matt Estes and Charles Rotblut discuss how financial professionals can talk to their clients during market volatility and uncertainty. They also touch on how investors can be more tactical, nimble, and strategic in their portfolio construction in this environment. Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock

  8. 06/26/2023

    60/40 One Year Later: Stay the Course—or Shift Gears? (Part 1)

    After a dismal 2022, the once-reliable 60/40 portfolio may not be the sure thing it once was. Should investors stay the course? Or should they take steps to create a more flexible portfolio? In the first of two episodes on the subject, we’re joined by the AAII’s Charles Rotblut and BlackRock’s Matt Estes, who help provide some answers. Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock

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Ratings & Reviews

5
out of 5
19 Ratings

About

Do you want to make sure you’re doing all you can to help your clients meet their financial goals? Your Thriving Practice by Global Atlantic explores some of the most pressing topics facing financial professionals today. Listen as we discuss the latest news and industry trends, speak with experts, and provide you with the info and insight you need to be a better financial professional. Learn to build, manage, and grow your practice. Find out more at www.globalatlantic.com/professionals/your-thriving-practice.

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