39 episodes

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.

Retirement Repair Shop with Mary Beth Franklin InvestmentNews

    • Education
    • 4.4 • 30 Ratings

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.

    How financial professionals can help multi-generational clients

    How financial professionals can help multi-generational clients

    • 18 min
    How to talk to your aging parents about their finances

    How to talk to your aging parents about their finances

    • 30 min
    How to teach kids to be financially independent

    How to teach kids to be financially independent

    • 29 min
    How do we care for the carers?

    How do we care for the carers?

    • 34 min
    Demographics and the Coming Retirement Crisis

    Demographics and the Coming Retirement Crisis

    By 2030, all baby boomers will be over 65 and will make up about 20% of the U.S. population. For the first time in our nation’s history, there will be more people over the age of 65 than under age 18, which poses enormous economic challenges for the country and individuals. Unfortunately, many Americans lack the resources for a comfortable retirement or skipped crucial planning steps along the way. Now, many new and soon-to-be retirees face dual threats of high inflation and market volatility. Grant Kvalheim, president of Athene, talks about how financial professionals can help their clients grow their retirement savings and create guaranteed income in these challenging times.
    Please note: This content is intended for financial professionals.

    • 44 min
    Great Resignation to the Great Unretirement

    Great Resignation to the Great Unretirement

    The Covid pandemic turned the world of work upside down with millions of people losing their jobs and countless other working from home. Now, more than two years later, the new world of work continues to evolve and some retirees, concerned about rising inflation and volatile markets, are returning to work. Workplace futurist Kerry Hannon talks about emerging workplace trends and ways financial professionals can help their clients navigate these uncertain times. From working remotely to building new skills through lifelong learning to launching a business, Hannon discussed how financial professionals can help older clients take control of their future, their finances and their retirement.

    Please note: This content is intended for financial professionals.

    • 40 min

Customer Reviews

4.4 out of 5
30 Ratings

30 Ratings

acketyack ,

Amazing can’t wait for more

My Dad and I have been feverishly binging this podcast! Hope more are coming!

Johhny64 ,

Very little content

Very few shows and then one shows up this week which was a big advertisement of annuities as if they are appropriate for everyone.

mrsvermeer ,

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!

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