120 episodes

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.

Retirement Inside Out with Tom Lamendola Financial Independence Group

    • Business
    • 4.7 • 12 Ratings

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.

    2024 Social Security Updates with Hamilton Morales

    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

    • 13 min
    Mastering Financial Advisor Marketing with Mark Gaffney

    Mastering Financial Advisor Marketing with Mark Gaffney

    We’re very excited to have our friend, Mark Gaffney, on the show today. Mark is the founder and owner of Mark Edward Gaffney (MEG), a boutique consulting and marketing firm for the financial services industry, and partner of FIG. In today’s episode, he’s joining us to talk about the data-driven marketing approaches that MEG uses to generate significant returns for financial advisors.
    Stay tuned as Mark shares some of MEG’s success stories, demonstrating the power that even the smallest of tweaks to your marketing process can have. You’ll also get a sneak peek into the upcoming launch of FIG TV, powered by MEG’s turnkey marketing system. Join us to learn more about this process and the incredible benefits that TV marketing can bring to the right advisor!
     
    Here’s some of what we discuss in this episode:
    Mark’s history in marketing for financial advisors + the impact of minor adjustments to your marketing process The importance of paying attention to data in the current business landscape and being coachable The power of events (seminars and webinars) and database management marketing for financial firms The upcoming launch of FIG TV, the right candidates for this kind of service + the limited slots available with MEG  
    Learn more about MEG
    https://markedwardgaffney.com/
     
    Learn About FIG: https://www.figmarketing.com 
    800-527-1155

    • 25 min
    Tech Integration and Team Strategies with Amanda Sharratt, COO of Whitaker Myers Wealth Managers

    Tech Integration and Team Strategies with Amanda Sharratt, COO of Whitaker Myers Wealth Managers

    We are delighted to welcome Amanda Sharratt, the Chief Operating Officer and financial advisor at Whitaker Myers Wealth Managers Ltd, to the show. We recently connected with Amanda and are excited for her to share her journey into the financial services industry, shed light on her role as COO, and share some valuable tips for our listeners.
    Listen in as Amanda discusses how Whitaker Myers leverages technology, including tools like PreciseFP, to streamline their processes effectively. We’ll also explore the firm’s team structure and talent acquisition strategies, which have been instrumental in attracting top-notch talent and staying ahead in the industry.
    Amanda brings some awesome insights to the table- this is one you don’t want to miss!
     
    Here’s some of what we discuss in this episode:
    How Amanda found her passion for finance and pivoted from dentistry to financial advising with the Whitaker Myers team What Amanda’s role and responsibilities are as the Chief Operating Officer at Whitaker Myers How Amanda and her team use the application PreciseFP and workflows in Redtail CRM to stay organized and efficient Whitaker Myers’ office structure + noteworthy recruitment strategies that include internships, a dedicated careers page, and utilizing platforms like Schwab's RIAConnect  
    Learn more about Amanda and Whitaker Myers Welath Managers Ltd:
    https://www.whitakerwealth.com/
    https://www.whitakerwealth.com/our-team/amanda-sharratt
     
    Learn About FIG: https://www.figmarketing.com 
    800-527-1155
     

    • 16 min
    Crafting Your Choosy Life with Brian Herriot, Founder of Choosy Consultant

    Crafting Your Choosy Life with Brian Herriot, Founder of Choosy Consultant

    Brian Herriot is the founder of Choosy Consultant. He’s joining us on the podcast today to discuss his role as a lifestyle and wealth coach, working with successful individuals like consultants, coaches, and small business owners, to help them transition to a choosier life and achieve financial freedom.
    In our conversation, Brian shares his personal journey to financial freedom and how it led him to establish Choosy Consultant. He’ll share more about his unique coaching approach, which includes a one-week intensive session covering topics such as vision-setting, savings and investing, transitioning work to part-time, and emotional readiness. Tune in to learn more about how Brian helps individuals design a remarkable life and achieve financial freedom on their own terms!
     
    Here’s some of what we discuss in this episode:
    Brian’s transition from a traditional full-time job to becoming a lifestyle and wealth coach A need for a new sense of purpose and belonging at age 40 What it looks like to participate in Brian’s coaching program How to get involved with Brian’s coaching program + his financial freedom quiz and private podcast  
    Learn more about Brian and Choosy Consultant:
    https://www.choosyconsultant.com/
    The Financial Freedom Accelerator Quiz
    https://brian-xecsfp1i.scoreapp.com/
    Choosy Consultant Secret Podcast
    https://app.helloaudio.fm/feed/c7345ee0-08a2-4985-a353-6c168493592f/signup

    • 17 min
    Empowering Financial Futures: Leslie Lipscomb’s Journey at FIG

    Empowering Financial Futures: Leslie Lipscomb’s Journey at FIG

    Leslie Lipscomb, Senior Vice President at FIG, joins us for this week’s episode. She’s here to share her inspiring journey since joining the organization in 2006, starting as a sales associate and progressing to her current role. Join us as she highlights the company's resilience and growth after the passing of its thought leader, Bo Johnson, and her passion for building strong relationships, advocating for advisors, and uplifting women in the field.  
    We’ll dive more into Leslie’s role as SVP, which focuses on empowering and serving advisors to build efficient and refined firms and learn more about her involvement in the book Financial Trendsetters- an anthology featuring stories from 15 women in financial services. Don't miss the pre-order details for the book below and this great conversation with Leslie!
     
    Here’s some of what we discuss in this episode:
    Leslie’s 20-year journey at FIG from a sales associate to Senior Vice President + the impact of Bo Johnson’s mentorship What Leslie’s role as the Senior Vice President at FIG entails Leslie’s passion for building relationships with people in the field + empowering women in financial their careers Leslie’s experience contributing to the book, Financial Trendsetters + receiving the Bo Johnson Award in 2023  
    Pre-order the book, Financial Trendsetters
    https://jessicaweaver.com/financial-trendsetters/
     
    Learn About FIG: https://www.figmarketing.com 
    800-527-1155

    • 21 min
    Building a Thriving Financial Advisory Practice with Ben and Kaitlin Schrock

    Building a Thriving Financial Advisory Practice with Ben and Kaitlin Schrock

    We’ve got a great conversation for you today! Ben and Kaitlin Schrock, two of our elevate coaches here at FIG and founders of BA Schrock Financial Group, are here to dive into their journey of building a successful RIA firm from the ground up. They’ll discuss the challenges they faced, the pivotal moments that shaped their journey, and the strategies they employed to achieve remarkable growth.
    Stay tuned to learn how they navigated the initial struggles of business ownership, built a highly efficient team, and implemented effective marketing strategies to propel their business to new heights. Ben and Kaitlin have some powerful insights for financial professionals looking to scale their businesses and cultivate lasting success. If you’re looking to take your practice to the next level, this episode is sure to inspire!
     
    Here’s some of what we discuss in this episode:
    Ben and Kaitlin’s journey into financial advisory services + how they’ve worked to propel BA Schrock Financial Group into success Navigating the transition to independent advisory + how Ben and Kaitlin have found a balance between corporate training and entrepreneurial spirit How BA Schock’s marketing efforts have evolved + the importance of nurturing client relationships and community involvement The value of opportunistic hiring + bringing in individuals who align with your firm’s goals  
    Learn more about Ben and Kaitlin:
    https://baschrock-fg.com/team/
     
    Learn About FIG: https://www.figmarketing.com 
    800-527-1155

    • 27 min

Customer Reviews

4.7 out of 5
12 Ratings

12 Ratings

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