Latest Investmentnews Podcast Episodes
How financial professionals can help multi-generational clients
Retirement Repair Shop with Mary Beth Franklin - August 21, 2023 13:21 - 18 minutes ★★★★ - 28 ratingsJust 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 to talk to your aging parents about their finances
Retirement Repair Shop with Mary Beth Franklin - August 14, 2023 13:35 - 30 minutes ★★★★ - 28 ratingsJust 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 to teach kids to be financially independent
Retirement Repair Shop with Mary Beth Franklin - August 07, 2023 13:10 - 29 minutes ★★★★ - 28 ratingsJust 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 do we care for the carers?
Retirement Repair Shop with Mary Beth Franklin - July 31, 2023 13:13 - 34 minutes ★★★★ - 28 ratingsJust 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.
Demographics and the Coming Retirement Crisis
Retirement Repair Shop with Mary Beth Franklin - October 24, 2022 14:11 - 44 minutes ★★★★ - 28 ratingsBy 2030, all baby boomers will be over the age of 65 and will make up about 20% of the U.S. population. That means for the first time in our nation’s history, there will be more people over the age of 65 than under age 18. That poses enormous economic challenges for the country and individuals. ...
Great Resignation to the Great Unretirement
Retirement Repair Shop with Mary Beth Franklin - October 17, 2022 12:00 - 40 minutes ★★★★ - 28 ratingsThe 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 returni...
Market Volatility Threatens Retirement Security
Retirement Repair Shop with Mary Beth Franklin - October 10, 2022 12:00 - 36 minutes ★★★★ - 28 ratingsMillions of American retirees and near retirees are particularly vulnerable as withdrawing funds from a shrinking nest egg during their early retirement years can threaten portfolio longevity. Annuities can deliver the stable income that retirees crave, but how exactly do they it? Laurence Black...
Dual Retirement Challenges: Inflation and Longevity
Retirement Repair Shop with Mary Beth Franklin - October 03, 2022 13:36 - 37 minutes ★★★★ - 28 ratingsMillions of baby boomers are retired or preparing to retire. But after a decade of strong market performance, near zero interest rates and low inflation, today’s retirees face new challenges: the highest inflation in 40 years coupled with volatile markets against a backdrop of longer lifespans. ...
Covid’s impact on women’s retirement security
Retirement Repair Shop with Mary Beth Franklin - March 29, 2022 13:00 - 42 minutes ★★★★ - 28 ratingsDespite progress made in recent decades, women continue to be at greater risk of not achieving a financially secure retirement than men, in large part due to the gender pay gap and time out of the workforce for parenting and caregiving. Covid has made that situation worse. Tired of juggling work...
The key to working with female clients: Listening
Retirement Repair Shop with Mary Beth Franklin - March 22, 2022 12:00 - 38 minutes ★★★★ - 28 ratingsToday, women control a third of total U.S. household financial assets. That’s more than $10 trillion. But over the next decade, large sums of money are expected to change hands, driven mainly by demographics as women inherit assets from parents and spouses, through divorce settlements, and by in...
Cover your assets
Retirement Repair Shop with Mary Beth Franklin - March 15, 2022 13:00 - 31 minutes ★★★★ - 28 ratingsWomen often find themselves alone in old age, whether due to widowhood, divorce or never having married. As women control an increasing share of financial assets and real estate, it is crucial that they pay attention to how those assets are titled to ensure continued control in the event of divo...
Women’s longevity and leaving a legacy
Retirement Repair Shop with Mary Beth Franklin - March 08, 2022 17:16 - 32 minutes ★★★★ - 28 ratingsWomen represent the next wave of growth in U.S. wealth management. By 2030, American women are expected to control $30 trillion in financial assets. As they earn more, inherit money from their parents and spouses, receive divorce settlements and pursue other investments, they will need to tailor...
Longevity: A game changer for financial planning
Retirement Repair Shop with Mary Beth Franklin - February 16, 2022 13:00 - 33 minutes ★★★★ - 28 ratingsThe average retirement in the U.S. has tripled since 1935, from 7 years to around 22 years. Retirees have ample time and opportunity to launch a new chapter of their life, but extra care must be taken to plan their finances. Maddy Dychtwald, co-founder of AgeWave, joins Mary Beth on this episode...
Retirement income strategies for 2022 and beyond
Retirement Repair Shop with Mary Beth Franklin - February 09, 2022 14:47 - 40 minutes ★★★★ - 28 ratingsIn this episode, you'll hear about: Retirement income style awareness. Creating retirement income that takes taxes into account. Factoring Social Security into those decisions. Is the 4% rule still valid today? RMDs as the basis for income? Social Security claiming decisions, annuities a...
The good, the bad and the ugly of Social Security
Retirement Repair Shop with Mary Beth Franklin - February 02, 2022 17:49 - 39 minutes ★★★★ - 28 ratingsIn this episode, you'll hear about: Will Social Security be solvent in the future? How can advisers create plans for clients with such uncertainty? Covisum’s new tool to help advisers. Tax implications. Roth conversions and Social Security strategies. Social Security reform. Widows. Edu...
What to know about Medicare
Retirement Repair Shop with Mary Beth Franklin - January 26, 2022 17:26 - 42 minutes ★★★★ - 28 ratingsIn this episode, you'll hear about: Why there's a need to factor in health care costs for retirement income. Medicare details, costs and deadlines. Traditional Medicare vs. Medicare Advantage plans. HSAs and Medicare. How Medicare surcharges are calculated. About the WealthWatch video lib...
The search for coveted retirement income
Retirement Repair Shop with Mary Beth Franklin - January 19, 2022 12:00 - 32 minutes ★★★★ - 28 ratingsIn this episode, you'll hear about: Background of Financial Independence Group. Annuity misperceptions. How advisers can learn about incorporating annuities into portfolios. Tech advances in the insurance space. The effect on adviser fees of using annuities in client portfolios. Bonds ver...
Financial risks of aging
Retirement Repair Shop with Mary Beth Franklin - January 12, 2022 12:00 - 35 minutes ★★★★ - 28 ratingsIn this episode, you'll hear about: Data on aging. The story of Whealthcare Solutions. Misperceptions about "diminished capacity." The surprising peak age for financial decision-making. How does it affect advisers, and what can advisers do about it? Warning signs. Senior Safe Act. Learn...
Women's financial wellness
Retirement Repair Shop with Mary Beth Franklin - January 05, 2022 12:00 - 29 minutes ★★★★ - 28 ratingsIn this episode, you'll hear about: Suzanne’s paper on women and financial wellness. Values and life purpose. The challenge of the language of finance for women – what can advisers do? Women set goals – money is the tool to realize those goals. Technology and communication. Health care co...
Women in Transition
Retirement Repair Shop with Mary Beth Franklin - December 22, 2021 13:00 - 39 minutes ★★★★ - 28 ratingsIn this episode you'll hear about: How her beloved grandmother’s experience with domestic abuse inspired Stacy to establish a nonprofit organization to provide free financial education and advice helplines for women in difficult situations. Why she later launched Francis Financial, which works...
Real estate as an asset class
Retirement Repair Shop with Mary Beth Franklin - December 15, 2021 15:07 - 34 minutes ★★★★ - 28 ratingsIn this episode you'll hear about: Why should investors consider real estate? Income and assets minimum requirements? Diversification. Rental trends in the future. Real estate as income. DST compared to a 1031 exchange (the investing vehicle for this). Can investors without real estate p...
Rethinking retirement
Retirement Repair Shop with Mary Beth Franklin - December 08, 2021 12:00 - 37 minutes ★★★★ - 28 ratingsIn this episode, you'll hear about: David's background. The most compelling research David is working on now — the value of advisers. Plan providers and advice — should they give it? Why delay the start of Social Security benefits? Decumulation. Inflation. Related Article: Demand for ...
Getting Back on Track
Retirement Repair Shop with Mary Beth Franklin - March 31, 2021 10:00 - 24 minutes ★★★★ - 28 ratingsHow COVID is affecting women's finances and retirement prospects - 2:00 minutes How can companies and broader institutions change the environment to support women - 5:30 How can FAs support - 8:45 Opportunities out of increased savings - 12:00 Retirement policy issues coming out of the pand...
A Widow’s Journey
Retirement Repair Shop with Mary Beth Franklin - March 24, 2021 10:00 - 41 minutes ★★★★ - 28 ratings2:40 - When Heather started out in the industry 5:15 - Considerations to keep in mind when working with widows 8:00 - Organizing the steps of the financial process 12:45 - Importance of patience in the widow deciding where to live 15:00 - COVID adjustments for engaging with clients 20:00 -...
Starting Over
Retirement Repair Shop with Mary Beth Franklin - March 17, 2021 10:00 - 41 minutes ★★★★ - 28 ratings2:30 - Stacy's background and inspiration 5:00 - The persistence of a gender imbalance in talking about money over generations 7:15 - The surge in gray divorce 11:00 - Silver linings from the pandemic 14:00 - Financial advisors handling divorce 17:00 - Specialists for helping sort out fin...
Caring for Caregivers
Retirement Repair Shop with Mary Beth Franklin - March 10, 2021 11:00 - 49 minutes ★★★★ - 28 ratings02:00 - Background on Liz O’Donnell’s elder care experience – what happened, what it meant for her earnings potential 05:30 - A first experience with a financial advisor and how it went wrong vs. why a second experience was better 12:00 - Guidelines for FAs when working with caregiver client...
Supportive advice can embolden women to say yes to bigger roles
Her Mentorship Matters - July 21, 2020 12:19 - 25 minutesOver 20 years of working together, Burridge has regularly pushed Francisco beyond her comfort zone and she’s grateful.
COVID-19: Standing at the crossroads of health and wealth
Retirement Repair Shop with Mary Beth Franklin - June 11, 2020 13:00 - 39 minutes ★★★★ - 28 ratingsWhat we are learning today will shape all of our futures. Even with glimmers of hope as stock markets recover most of the losses from earlier this year. Trading high on every whiff of a possible future vaccine and promises of resumption of business as not so normal. Joe Boan of Transamerica and ...
Unintended Consequences: Women, Covid and Retirement
Retirement Repair Shop with Mary Beth Franklin - June 04, 2020 13:03 - 33 minutes ★★★★ - 28 ratingsWomen control $22 trillion of retirement assets, but often feel ignored and misunderstood when it comes to retirement planning. The coronavirus has created a new layer of complexity to retirement planning. What do women need to know to thrive in retirement after quarantine? There are also some s...
Adapting through uncertainty
Retirement Repair Shop with Mary Beth Franklin - May 28, 2020 13:00 - 33 minutes ★★★★ - 28 ratingsThe key word in this episode of the Retirement Repair Shop is adapt. Many top financial professionals are adapting in ways they never though they could. Steve Sweeney of Transamerica explains that patience is key and some financial advisers will have to step outside their comfort zone and add so...
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