Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
COVID-19: Standing at the crossroads of health and wealth
Never has the intersection of health and wealth been so evident as we confront the dual challenges of a public health pandemic and its devastating impact on our economy. Joe Boan of Transamerica joins Mary Beth Franklin to see how this will impact advisers, clients and their nest egg.
Unintended Consequences: Women, Covid and Retirement
The coronavirus has created a new layer of complexity when it comes to retirement planning. What do women need to know to thrive in retirement after quarantine? Catherine Collinson of Transamerica joins Mary Beth Franklin for the latest episode of the Retirement Repair Shop to discuss.
Adapting through uncertainty
For financial advisers today, it is critical to strategically pivot your business. Steve Sweeney of Transamerica joins Mary Beth Franklin to discuss some of the innovative ways that advisers are evolving their businesses right now in order to both survive and thrive.
Market volatility, the pandemic and you
Virtually everyone has been touched by recent market volatility, but no group has been more affected than people who are close to retirement. Ryan Bertrand of Transamerica joins Mary Beth Franklin to discuss how to discuss market conditions and keep clients on tracks.
Investing the right way in a crisis
It's hard to be rational when the world is crashing around you. Mary Beth Franklin welcomes Mark Halloran of Transamerica to the podcast to explain why so many people make investing mistakes during a crisis.
The Coronavirus and Your Retirement: The Big Picture
In this episode, Mary Beth Franklin speaks with Tom Wald of Transamerica to define the big picture of the coronavirus pandemic in terms of how it has affected our economy, our investments, and our everyday lives.
Customer ReviewsSee All
Amazing can’t wait for more
My Dad and I have been feverishly binging this podcast! Hope more are coming!
Keep these podcast coming please!
Just turned 65 so I’m really into this subject. I hope you will discuss what a couple can do when they have not saved enough. Thank you for starting this podcast!Your professionalism is appreciated!
Needs Better Guests
I like Mary Beth. She seems savvy and articulate but some of the guests so far haven’t offered much. I just listened to episode 6 about dealing with a down market in retirement. The guest started out mentioning “sequence of returns” but then offered no solution. Even when Mary Beth asked her about how retirees should adjust when the long bull run ends and the guest started talking about how to donate RMDs to charity! What?? It was as if she wasn’t even listening. This episode was useless. I’ll continue to subscribe and hope things get better.