96 episodes

Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.

The Exceptional Advisor Podcast Investments & Wealth Institute

    • Business
    • 4.3 • 15 Ratings

Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.

    Solutions to Emerging Tax Problems in Retirement w/ Waldean Wall

    Solutions to Emerging Tax Problems in Retirement w/ Waldean Wall

    Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving, and charitable trusts. 
    Click here for Important Information & Disclosure

    • 40 min
    The Future of Money w/ Lilah Raynor

    The Future of Money w/ Lilah Raynor

    Lilah Raynor, the founder and CEO of Logica Research, describes the key findings from Logica's most recent Future of Money Study on the way Gen Z, Millennials, Gen X, and Boomers make, spend and manage money. Plus, Raynor provides actionable advice to financial advisers based on the results of Logica's research.

    • 18 min
    The Truth About Cypto w/ Matt Hougan

    The Truth About Cypto w/ Matt Hougan

    Matt Hougan, the Chief Investment Officer of Bitwise, talks about crypto, non-fungible tokens, and the best way for advisers to incorporate cryptocurrency into their client’s portfolios. 

    • 40 min
    Common Questions and Myths about Social Security w/ Val Sender and Jeng Chiu

    Common Questions and Myths about Social Security w/ Val Sender and Jeng Chiu

    In the fourth episode of a six-part series with Delaware Life Marketing, Val Sender, Associate Director, and Jeng Chiu, Vice President of National Sales Consulting, answer the most common questions they receive from financial advisors and address the most common Social Security myths. Important Disclosures (delawarelife.com)

    • 47 min
    The Trust Mandate

    The Trust Mandate

    Herman Brodie, the founding director of Prospecta Limited and author of The Trust Mandate, discusses how investment advisers can build trust with their clients and how investment advisers can address two key behavioral issues of great concern to their retired and soon-to-be-retired clients. 

    • 35 min
    Don’t Fight the Fed w/ Liz Ann Sonders

    Don’t Fight the Fed w/ Liz Ann Sonders

    Liz Ann Sonders, Managing Director, Chief Investment Strategist, Charles Schwab & Co., discusses the most important takeaways for advisers and investors in light of Russia’s invasion of Ukraine and the Fed increasing its benchmark federal-funds rate by a quarter percentage point to a range between 0.25% and 0.5%. 

    • 40 min

Customer Reviews

4.3 out of 5
15 Ratings

15 Ratings

Dave Alvarado ,

Fantastic show!

Great insights on the world of finance, wealth and retirement. I particularly like the episodes on behavioral finance. Would recommend this podcast to anyone in the financial industry.

MPWHIT ,

So so performance from the host

“Um...ok”, the host said this probably 10 times in a 30 minute interview with Michael Kitces.

Top Podcasts In Business

Ramsey Network
NPR
iHeartPodcasts
Guy Raz | Wondery
Andy Frisella #100to0
Jocko DEFCOR Network

You Might Also Like

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Morningstar
Matthew Jarvis & Micah Shilanski, Finance Rockstars
Barron's Advisor
Morningstar
Taylor Schulte, CFP®