Ramsey D Smith

[Ramsey D Smith @RamseyDSmith1]

@Uber

[Ramsey D Smith @RamseyDSmith1]

@MITLL Very proud of my Grandmother!

[Ramsey D Smith @RamseyDSmith1]

Get insights on how to help clients find their purpose in retirement! We talk with Gary Sirak, Owner of Sirak Financial. Gary shares his approach to helping clients discover their passion in retirement.

https://t.co/HpGSRCguF0

https://t.co/Lm1tpMR7PT

#retirementplanning

[Ramsey D Smith @RamseyDSmith1]

NEW! Spreading the Truth About Annuities with Cyrus Bamji from the Alliance for Lifetime Income. Get the first preview of results from one of the most extensive consumer research projects in 2021.

https://t.co/p4RCEYeDNf

#retirementplanning #lifetimeincome #financialadvisors

[Ramsey D Smith @RamseyDSmith1]

In Asia, the "super-app" is the internet. Think China's WeChat where you can "find a date, hail a cab, even get divorced." Here are thoughts on how to unleash more pure market values such as empowerment vs. distrust.

https://t.co/A2UxVfsj3x

#innovation #entrepreneurship

[Ramsey D Smith @RamseyDSmith1]

If your clients have kids with college on the horizon, current inflation news may be the least of the worries. Scott Galloway crystallizes the higher education cost issues along with thoughts on how to tackle the problem.

https://t.co/MEJFwxXD6C

#highered #financialplanning

[Ramsey D Smith @RamseyDSmith1]

What advice will you give your clients this year about healthcare expenses? Hear from Jesse Slome of the American Long Term Care Insurance Association and Critical Illness Insurance Association.

https://t.co/Wu51uOc4B8

#healthcare #retirementplanning #financialadvisors

[Ramsey D Smith @RamseyDSmith1]

Economist expert Teresa Ghilarducci thinks "The way to fix it is to make sure that everybody saves for retirement at the very beginning of their careers, they save consistently, invest well, and spend down mostly in annuities." #retirementplanning

https://t.co/JyVcXNU2rV

[Ramsey D Smith @RamseyDSmith1]

Do we think remote work will affect global labor markets? Self-driving cars and ecommerce impacts may all be small potatoes compared to the "teleshock" movement that may reshape jobs in our country according to this article.

https://t.co/V9kuOHslWj

#digitaltrends #labormarkets

[Ramsey D Smith @RamseyDSmith1]

NEW That Annuity Show Podcast: Episode 126 - Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough LIVE from the Rolling Stones concert in Atlanta!

https://t.co/JcopTpONvq

#retirementeducation #financialadvisors #financialplanning

[Ramsey D Smith @RamseyDSmith1]

Is the SECURE Act enough to encourage wide-spread adoption in 401(k) plan sponsors?

An interesting perspective....

https://t.co/Q6vgz9tTbi

#annuities #retirementplanning #financialplanning #benefits

[Ramsey D Smith @RamseyDSmith1]

Our friend, Paul Tyler, connects the dots on the survival strategies with lessons about savings and retirement planning. And, no, he is not calling the piggy bank on the ceiling an annuity!

https://t.co/XhEEYNHwA9

#financialadvisors #financialplanning #wealthmanagement

[Ramsey D Smith @RamseyDSmith1]

We know from behavioral finance that psychological biases have a huge influence on the market. The same is true for social security.

How might we help clients best leverage this guaranteed income stream?

https://t.co/HBm5w2kXHg

#financialadvisors #financialplanning

[Ramsey D Smith @RamseyDSmith1]

Can a fintech solution help your clients protect their principal and potentially grow it? Michael Nelskyla, founder and CEO of SAVE, talks about how he has created custom indices designed to help solve this.

https://t.co/GUXZf28cLg

#retirementplanning #innovation #fintech

[Ramsey D Smith @RamseyDSmith1]

Thank you to the Alliance for Lifetime Income for inviting us to record That Annuity Show at The Rolling Stones concert in Atlanta. We had a blast!

Like Mick Jagger, the Rolling Stones, and an annuity, "a good thing never ends."

#financialplanning #annuities

[Ramsey D Smith @RamseyDSmith1]

In this episode, we talk with Doug Orchard, an independent film maker about to release "The Baby Boomer Dilemma". And our guest host this week is none other than Bruno Caron.

https://t.co/dHpxFApCfu

#retirement #retirementplanning #retirementcrisis

[Ramsey D Smith @RamseyDSmith1]

What do your clients find when they Google you? Tune in to hear from Robert Knop, CEO of Assist You Today, on the steps that you can take to make sure you’re putting your best foot forward.

https://t.co/IXWdum66Oc

#financialadvisors #financialplanning #wealthmanagement

[Ramsey D Smith @RamseyDSmith1]

Somewhat surprising that applications to start social security are down despite the "Great Resignation." Reasons for the delay may not just be a great social security optimization strategy.

https://t.co/PBlrYrphVI

[Ramsey D Smith @RamseyDSmith1]

Current MYGA interest rates can be more than 8x the national average rates for CDs.

If you would like a straightforward comparison of annuities vs. CDs, here is one:
https://t.co/w7KoVamEZE

#financialadvisors #financialplanning #wealthmanagement

[Ramsey D Smith @RamseyDSmith1]

Can you answer questions about medicare coverage? Learn more from Ryan McMillan, Vice President of Sales for Senior and Individuals at Bankers Fidelity Life Insurance Company.

https://t.co/1crkt8wOpy

#medicare #retirementplanning #financialadvisors #financialplanning