Retirement Inside Out with Tom Lamendola

We're very excited to have our friend, Mark Gaffney, on the show today. Mark is the founder and owner of Mark Edward Gaffney (MEG), a boutique consulting and marketing firm for the financial services industry, and partner of FIG. In today's episode, he's joining us to talk about the data-driven marketing approaches that MEG uses to generate significant returns for financial advisors. Stay tuned as...

Brian Herriot is the founder of Choosy Consultant. He's joining us on the podcast today to discuss his role as a lifestyle and wealth coach, working with successful individuals like consultants, coaches, and small business owners, to help them transition to a choosier life and achieve financial freedom. In our conversation, Brian shares his personal journey to financial freedom and how it led him...

Leslie Lipscomb, Senior Vice President at FIG, joins us for this week's episode. She's here to share her inspiring journey since joining the organization in 2006, starting as a sales associate and progressing to her current role. Join us as she highlights the company's resilience and growth after the passing of its thought leader, Bo Johnson, and her passion for building strong relationships, advo...

We've got a great conversation for you today! Ben and Kaitlin Schrock, two of our elevate coaches here at FIG and founders of BA Schrock Financial Group, are here to dive into their journey of building a successful RIA firm from the ground up. They'll discuss the challenges they faced, the pivotal moments that shaped their journey, and the strategies they employed to achieve remarkable growth. Sta...

Arron Price, the Chief Operating Officer at FIG, joins us today for our annual beginning-of-the-year prognostication. Get ready for insights into what lies ahead in financial services, InsurTech, data culture, and operations. We'll look back on the predictions and forecasts he made for 2023 and explore how the industry has evolved. To kick off our discussion, we'll revisit Arron's forecast that th...

Tony Parish, CFA, CQF, the Chief Investment Officer at AlphaStar Capital Management, is with us for today's episode. He joins us twice a year to talk about the state of the market and share his halftime report. Stay tuned as we dive into market updates, the US and world economy, and get a glimpse into Tony's market forecasts for 2024. We'll kick off this episode by reflecting on the remarkable res...

We're excited to feature David Graham, the Director of Advanced Strategies at FIG, on the podcast today. David plays a crucial role in educating advisors on advanced planning concepts that go beyond day-to-day financial planning. Today, he's here to give us insights into the upcoming estate planning webinar series hosted by FIG's Advanced Strategies division. This series covers everything from the...

Welcome to the first official episode of 2024! We're thrilled to be joined by Lisa Crosta, CFP®, CPA, MBA, this week, the Director of Wealth Management at BPP Wealth Solutions. She's here to share her journey into financial services and insights into BPP's comprehensive financial planning process, collaborative team structure, and Security Income Plan®. Lisa also shares her passion for educating a...

As the world continues to technologically evolve, staying ahead of the curve in the financial services industry has never been more crucial. Andrew Barnett, the Director of Technology Innovation at FIG, joins us on the podcast today to talk to us about his role and the important technology and business solutions being developed inside FIG. From the industry's race to modernize and embrace emerging...

Hamilton Morales, our Senior Vice President and Social Security Specialist here at FIG, joins us for today's episode. We love having him on once or twice a year to update our audience on what's happening inside the world of Social Security. In today's episode, we'll discuss the latest news for Social Security in 2024, including the 3.2% cost of living adjustment, rising Medicare Part B premiums, a...

This week we are joined by the founder and president of Illuminated Advisors , Anna Shea, to dive deep into the world of digital marketing in the financial services industry. She will discuss the path that led her to establish a boutique digital marketing firm, the power of personalized content, and share some insightful strategies to stay ahead in the rapidly evolving digital landscape. As Anna o...

Welcome back to the Retirement Inside Out podcast! Today are joined by FIG's Talent Solutions team to talk about generational differences in the workplace and the changing landscape of talent acquisition. Tune in as we chat with Lori Miller and Alex Batdorf about how to effectively identify, attract, and retain next generation talent for your independent financial professional or financial service...

Join us for a conversation with FIG Chief Strategy Officer Nicholas Ross, where we tackle the need for strategic thinking in the financial professional world. We discuss everything from the impact of global economic trends on your clients to the importance of owning your narrative in your financial business. Tune in to gain insight on how to stay ahead of the curve in this ever-evolving industry,...

We are back with FIG's Executive Vice President, Dave Henry. He's bringing us a quarterly life insurance industry update in today's episode. Tune in as we discuss advancements in technology that are revolutionizing the insurance industry, from precise illustration systems to streamlined policy management. We also delve into how insurance carriers are responding to new regulations like AG 49-A and...

Today we're excited to be joined by Monica Breeding, our Director of Marketing at FIG, who is here to talk to us about our upcoming ElevateU branding and coaching event. This event, designed to help improve and scale your business, is taking place in St. Louis on September 17 th , 18 th , and 19 th . We are especially excited about this ElevateU event, as it features a stacked lineup of industry e...

Welcome back to the Retirement Inside Out podcast! Today, we are excited to be joined by, Arron Price, Chief Operating Officer of FIG. In this episode, we explore how organizations like FIG and other financial services firms are leveraging agile project methodology to empower their teams, enhance efficiency, and provide remarkable results and deliverables for clients and stakeholders. Aaron provid...

Welcome back to the Retirement Inside Out podcast! In today's episode, we are joined by the Chief Investment Officer at Alphastar Capital Management, a member of the FIG operating system, Tony Parish, CFA, CQF. He's here to share his half-time report with us today, providing valuable insights on the state of the market and more. Tony will kick off this episode by sharing his analysis of the first...

Welcome back to the Retirement Inside Out podcast! In today's episode, we have the pleasure of having Mike Lecours, CFP®, co-founder of fpPathfinder , join us. fpPathfinder is an incredible resource for financial professionals, offering a wide range of tools and resources, including checklists, flowcharts, and optimized client and prospect meetings. With over 4000 financial professionals benefitin...

Welcome back to the Retirement Inside Out podcast! Today we are joined by two very special guests, president of Independent Property & Casualty Group, Matt Woodford, and president of U.S. E & O Brokers, Angela Schroder. They are sitting down with us to talk about all things Errors and Omissions (E&O) Insurance- from making sure you have the right coverage to how often you should review your covera...

Today, we are back with our COO here at Financial Independence Group, Arron Price. Arron is here to provide a detailed update on his recent travels, meetings with insurance carriers and tech partners, and the exciting developments happening within FIG. This episode focuses on the drive for greater efficiency, accuracy, and speed in the financial industry to meet the demands of today's fast-paced w...

In this episode, we are joined by Dave Henry, CLTC, the Executive Vice President of Life Insurance at FIG, who will provide us with a quarterly update on the innovative developments that are happening within FIG. He'll also highlight some changes that are taking place in the industry to make life insurance more accessible for both licensed professionals and consumers.  Join us as we discuss indust...

Today we're back with the one and only Alecia Barnette, CLTC. Alecia is the Senior Vice President of our care planning division at FIG. She is going to shed light on some remarkable developments taking place within the care planning industry and in long-term care insurance in this episode. We'll explore the importance of thoughtful care planning and financing strategies in today's evolving landsca...

On today's episode, we are joined by Lori Miller and Dave Hostetler, CLTC, two leaders within FIG's business development practice management division. Lori leads our talent solutions division and Dave oversees all aspects of business consulting, practice management, and succession planning. Together, they will shed light on the crucial role that a "people strategy" and "people plan" play in the ov...

On today's episode, we are glad to be joined by our Chief Strategy Officer at Financial Independence Group, Nicholas Ross. From strategy and planning tips to integrating AI services, Nicholas is here to discuss getting tactical with your business. Join us as we talk about the importance of thinking big and keeping up with the progression of technology in today's world.   Today, we discuss how COVI...

On today's episode, we are joined by Ben Hockema, CFP®, founder of Illuminate Wealth Management. In this episode, Ben offers valuable insights into the challenges and opportunities of launching a virtual advisory firm during COVID-19, as well as the importance of prioritizing client needs to build a successful business.    Ben kicks off this episode by discussing his decision to leave an independe...