Retirement Inside Out with Tom Lamendola

Financial Independence Group
Retirement Inside Out with Tom Lamendola

Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years. Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

  1. Taking A Look At Current M&A Trends and More with Dave Hostetler

    JUN 28

    Taking A Look At Current M&A Trends and More with Dave Hostetler

    In this episode, we’re joined by the one and only Dave Hostetler to talk about the evolving world of mergers and acquisitions (M&A) for independent financial advisors. He’s here to share the insights he's gained from talking with small business owners, highlighting current trends like friend-to-friend deals and internal succession plans becoming more popular. Join us as we discuss key factors influencing the valuation of advisory practices and provide some helpful insights for buyers and sellers preparing for successful transactions. This conversation also touches on some broader practice management topics such as team building, talent acquisition, and the importance of structured training programs for new hires. Dave talks about how process manuals and standardized procedures can boost efficiency and create a positive workplace environment. Whether you're considering selling your advisory practice, exploring growth through acquisitions, or optimizing your operational framework, this episode is one you don’t want to miss!   Here’s some of what we discuss in this episode: The increasing trend of internal transactions over open market sales Key factors that can enhance a business’ valuation for potential mergers and acquisitions The lengthy and complex nature of M&As + ensuring a good fit in terms of values, processes, technology, and more The importance of training and process manuals for new staff in financial advisory practices The considerations and challenges of hiring associate advisors   Learn About FIG: https://www.figmarketing.com  800-527-1155

    27 min
  2. Waterlily: Innovative Solutions for Long-Term Care Planning featuring Lily Vittayarukskul

    MAR 29

    Waterlily: Innovative Solutions for Long-Term Care Planning featuring Lily Vittayarukskul

    In today’s episode, we’re focusing on a topic that is increasingly vital for our clients: long-term care planning. Joining us on the show is Lily Vittayarukskul, the CEO and founder of Waterlily Planning. We’re so excited to partner with Waterlily and introduce you to its innovative approach to long-term care planning. Lily's personal journey, sparked by her aunt's battle with terminal cancer, led her to develop a solution aimed at easing the financial and emotional burdens of aging care. Waterlily harnesses the power of AI and machine learning to offer clients a better understanding of their long-term care needs, including cost projections and potential family involvement. Tune in as Lily discusses the role of predictive analytics in retirement planning and how Waterlily empowers advisors to better serve their clients' needs.   Here’s some of what we discuss in this episode: Lily's journey and motivation for entering the long-term care industry What is Waterlily and how does it help advisors with long-term care conversations? The importance of holistic planning and incorporating long-term care considerations into retirement strategies What’s in the future for Waterlily?   Resources for this episode: Waterlily Planning https://www.joinwaterlily.com/ Lily on Linkedin https://www.linkedin.com/in/lily-vittayarukskul/   Learn About FIG: https://www.figmarketing.com  800-527-1155

    22 min
  3. 2024 Social Security Updates with Hamilton Morales

    MAR 15

    2024 Social Security Updates with Hamilton Morales

    Welcome back to the Retirement Inside Out podcast! Hamilton Morales, the Senior Vice President of Social Security here at FIG, is with us for this week’s episode. Amidst a busy start to the year, he has some important updates and insights to share surrounding Social Security. Listen in to learn how Hamilton assists financial professionals in staying informed about Social Security changes, and the various Social Security events and seminars he is available to host. He’ll discuss the latest adjustments to Social Security for 2024, including increases in maximum taxable earnings and changes to the earnings test exemption amount. He’ll also shed light on the complexities of Social Security taxation and reveal a surprising detail about state taxes on Social Security benefits in certain states. Don’t miss this enlightening discussion!   Here’s some of what we discuss in this episode: Getting in touch with Hamilton to speak at your event The maximum taxable earnings for Social Security has increased in 2024 The earnings test exemption amount has increased from $21,240 in 2023 to $22,320 in 2024 While the COLA dropped from 8.7% in 2023 to 3.2% in 2024, Medicare Part B premiums increased by almost 6% Some states impose taxes on Social Security benefits + educating clients on federal and state taxation Understanding spousal benefits, widows' benefits, and benefits for children   Learn About FIG: https://www.figmarketing.com  800-527-1155

    14 min

Ratings & Reviews

4.7
out of 5
12 Ratings

About

Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years. Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.

Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada