Wolfe On The Street | A Quantum Podcast

Scott Drake
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AJ Wolfe, VP of Advisor Development, regularly speaks to advisors about industry news, product updates and strategies to grow their practice.

  1. Oct 8

    Are You Planning for Retirement Income Differently Than Accumulation?

    One of the biggest mistakes I see advisors make while helping with retirement planning is treating retirement like an extension of accumulation. It isn’t. Once a client retires, the question changes from “How do we grow the portfolio?” to “How do we turn what they’ve built into a sustainable paycheck?” That’s exactly what we unpacked in the latest episode of Wolfe on the Street, where I sat down with Jason Sanger, President, Wealth Building Cornerstones, LLC (WBC) and Dr. Wade Pfau, PhD, CFA, RICP® to discuss a more efficient approach to retirement income planning. We dive into: Why income, liquidity, and legacy should be treated as three distinct functions of money in retirementHow the income-liquidity-legacy waterfall can change the way you build a retirement planWhy longevity risk and sequence of returns risk can create challenges for an investment-only approachHow risk pooling and protected lifetime income can potentially create greater efficiencyThe research behind our new waterfall whitepaperHow Quantum’s exclusive MRI system can help advisors take these concepts from research to customized client conversationWhy incorporating an annuity doesn’t have to mean giving up stock-market upsideOne of my favorite takeaways from the conversation is that retirement income planning doesn't have to be an either/or decision between investments and insurance. The goal is to determine how each dollar can work most efficiently, creating the income a client needs while preserving as much liquidity and legacy potential as possible.

  2. Aug 5

    Wolfe on the Street Aug 5 2026

    WOTS Aug 5

  3. May 12

    Wolfe on the Street | The Evolution of FIAs: From Caps to Engineered Growth

    Fixed indexed annuities are no longer just about caps and participation rates; I believe they're evolving into something far more sophisticated. In today's conversation, I share what I see as one of the biggest shifts happening in the annuity space: the transformation of FIAs into engineered solutions designed to balance growth, risk, and income in a more intentional way. As VP of Advisor Development at The Quantum Group, I work with advisors across the country to help them better understand these newer product designs and, more importantly, how to communicate their value in a way that drives growth. With innovations like benchmark-style indexing, multi-year rate certainty, and structured crediting strategies, firms such as Annexus and Innovation Design Group are redefining what's possible and changing how advisors position these products with clients. If you're still thinking about FIAs the same way you did a few years ago, I think this conversation will challenge your perspective. Listen Here https://soundcloud.com/thequantumgroup/wolfe-on-the-street-april-27th/s-NU4laVUyHbZ?utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing&si=88e3f9cab8d644fe96e07e8e657b8da0 Watch Now https://www.youtube.com/watch?v=99SXY7Kfx9s&feature=youtu.be

  4. Apr 17

    Wolfe on the Street Podcast | What’s On Tap for May

    INSIDE We're headed back to the New York Stock Exchange! What does it look like when advisors get direct access to the pulse of the stock market in NYC? On this episode of “Wolfe on the Street,” Scott Drake sits down with AJ Wolfe to break down what's ahead, including our upcoming New York Stock Exchange trip this May. This is a life bucket list event for our advisor partners!

  5. Mar 3

    Wolfe On The Street with Blake Storey

    Catch up on the newest Wolfe On The Street Podcast where we meet a new member of the team Blake Storey, Director of Business Development.

  6. Feb 9

    Wolfe on the Street Podcast | Waste Management Open Edition ️

    In this edition of Wolfe on the Street, AJ and Scott dive into what really helps advisors grow, strong product support, smarter marketing, and practical sales and referral training that actually works. They also tease unique, members-only experiences designed to elevate how advisors connect, learn, and scale their business.

  7. Jan 7

    Wolfe On The Street with Quantum's Director of Business Development - Stone Nelson

    AJ Wolfe, VP of Advisor Development, regularly speaks to advisors about industry news, product updates and strategies to grow their practice.

  8. 12/18/2025

    WolfeOnTheStreet_Jeremy Siegel

    Listen to The Wolf on The Street Podcast with your host AJ Wolfe joined by Jeremy Siegel.

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AJ Wolfe, VP of Advisor Development, regularly speaks to advisors about industry news, product updates and strategies to grow their practice.

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