The Exceptional Advisor Podcast

124 Episodes

1. Episode 23 - The Millennial Mindset w/ Alexandra Cole

   Published: 4/26/2019
2. Episode 22 - From Brexit to China: Economic Disruptions w/ Marci Rossell, Ph.D.

   Published: 4/18/2019
3. Episode 21 - How Today's Retirees Are Financially Fairing w/ Catherine Collinson

   Published: 4/4/2019
4. Episode 20 – QBI Reduction, Small Business Owners, and the 199A Tax Act w/ Jeffrey Levine

   Published: 3/27/2019
5. Episode 19 - Advanced Roth Conversion Strategies w/ Michael Kitces

   Published: 3/20/2019
6. Episode 18 - What Financial Risks Do Retirees Face Late in Life

   Published: 1/21/2019
7. Episode 18 - Challenges to International Investing

   Published: 1/11/2019
8. Episode 17 - The Role of Annuity Products in Retirement Planning

   Published: 12/18/2018
9. Episode 16 - Key Life Stages for Clients in Retirement

   Published: 12/14/2018
10. Episode 15 - Reverse Mortgages and What Advisors Should Understand

    Published: 12/3/2018
11. Episode 14 - The Retirement Planning Jigsaw Puzzle

    Published: 11/26/2018
12. Change Your Focus - Advising for Retirement

    Published: 11/19/2018
13. Episode 12 - Insight on Retires over 85

    Published: 11/12/2018
14. Episode 11 - Will the Financial Fragility of Retirees Increase?

    Published: 10/25/2018
15. Episode 10 - Current State of Retirement in the United States

    Published: 10/8/2018
16. Episode 9 - Estate Planning and Charitable Giving With Martin Shenkman

    Published: 10/8/2018
17. Episode 8 – Serving the Unique Needs of LGBTQ Clients

    Published: 10/1/2018
18. Episode 7 – How to Attract and Retain Younger Advisors & What They Bring to a Practice

    Published: 9/28/2018
19. Episode 6 – Attracting, Serving & Retaining Clients

    Published: 9/28/2018
20. Episode 5 - Impact Investing

    Published: 9/26/2018