ThinkAdvisor Perspectives Podcast

Industry Trends Shaping PDP Plan Selection 24.06.2026 5:57 ↓

In the second part of a two-part podcast called  Beyond the Premium: Part D Planning Strategies , Humana Associate Vice President for Medicare Prescription Drug Plans Jay McKnight continues his conversation with ThinkAdvisor contributor Bobbie Turner about what brokers need to know about prescription drug plans (PDP) and how they can best guide their senior clients.  In this episode, called  Indus...

How PDP Choices Shape Health Outcomes 24.06.2026 9:10 ↓

Over the last several years, Medicare prescription drug plans have become increasingly important, especially as the senior population grows and many seniors manage multiple chronic conditions. In the first part of a two-part podcast called  Beyond the Premium: Part D Planning Strategies , Humana Associate Vice President for Medicare Prescription Drug Plans Jay McKnight talks with ThinkAdvisor cont...

AI and Finance: Risks and Rewards for Advisors and Clients 17.06.2026 54:57 ↓

United Planners' Aaron Spradlin and Mustapha Baassiri, co-founder of Hamachi.ai, discuss the effects AI is having on the financial services industry and the risks and rewards for advisors and their clients. Artificial intelligence is transforming nearly every industry, and financial services is no exception. From virtual chatbots to advanced automation platforms, AI is changing how advisors engage...

Growth and Succession Secrets: A Primer for Advisors 04.05.2026 32:57 ↓

Josh Allen, CEO of TCP Asset Management, shares his perspective on how advisors should approach the realities of succession and continuity planning.

Disrupting the Advisor Industry Through Tech Innovation 21.11.2025 14:52 ↓

Outputs generated by  Orion  Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases.  Orion  Denali AI (Beta) is an early-access version available to selected users for testing and feedback. Final features and availability may differ at launch.

When Advice Matters the Most With Andrew Crowell 28.05.2025 39:14 ↓

Financial planning professionals are called on to address a lot of challenges for their clients, from setting up a sustainable retirement income stream to helping people prepare for the high cost of their children's college education. Those services are all of significant importance, but in the experience of Andrew Crowell, vice chairman of wealth management at D.A. Davidson, it is during life's m...

Getting Social Security Claiming Right With Joe Elsasser 22.05.2025 32:15 ↓

The passage early this year of the Social Security Fairness Act was a major development in the lives of many current and former government workers, one that could have a big effect on their benefit claiming strategies. The law change is just one of many factors that add significant complexity to the Social Security claiming process, according to Joe Elsasser, a certified financial planner and the...