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Your Thriving Practice — A new podcast from Global Atlantic

Your Thriving Practice explores some of the most important issues facing financial professionals today. Join us as we speak with experts, dive deep into industry trends, and provide the insight and info you need to help grow your business.

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Retirement Risks

Advanced Markets

What are the 3 greatest retirement risks?

Sequence of returns, longevity, and inflation can all impact your clients’ retirement goals. Global Atlantic’s Thea Marasa-Scafidi joins the podcast to talk about how you may be able to mitigate these three retirement risks.

10 min listen

Expert Insights

How to address longevity risk

In the second of a two-part series on retirement risks, author and professor Moshe Milevsky joins the podcast to talk about longevity risk and the role annuities can play in creating retirement income for life.

23 min listen

Message Mapping

Practice Management

Communication is key: Telling the annuity story

In this episode of the Your Thriving Practice podcast, we dive into Message Mapping, a new workshop from Global Atlantic Consulting, and how financial professionals can have better conversations about annuities.

22 min listen

60/40: One Year Later

Expert Insights

Is it time to switch gears? (Part 1)

The once-reliable 60/40 portfolio had a dismal 2022, and despite a rebound, recent performance has some investors questioning whether they should change course. In the first of two episodes on the subject, we’re joined by the AAII’s Charles Rotblut and BlackRock’s Matt Estes, who help chart a path forward.

16 min listen

Expert Insights

Is it time to switch gears? (Part 2)

In part two of the conversation about the future of the 60/40 portfolio, guests Matt Estes and Charles Roblut return to share their thoughts on how financial professionals can walk their clients through market volatility and how investors can be strategic in their portfolio construction in this environment.

16 min listen

Expert Insights

Seeking Stability with Annuities

After 2022 brought the future of the once-reliable 60/40 portfolio into question, some investors may be looking to add some greater stability. Dr. Wade Pfau, founder of Retirement Researcher and director of retirement research for McLean Asset Management, joins the Your Thriving Practice podcast to discuss how annuities may be the right solution.

18 min listen

Expert Insights

The REIT Renaissance

After a tumultuous 2022, some investors may be more open minded when it comes to alternative investments, including real estate. KKR’s Stephen Morello joins Your Thriving Practice to break down how real estate investment trusts (REITs) can play a part in a diversified portfolio.

22 min listen

Expert Insights

Using the Right Words to Sell an "Alternative Strategy"

What’s the right way to introduce annuities into conversations with your clients? In this episode, we’re joined by Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, who shares proven words and phrases that can foster better discussions with your clients about alternative strategies.

24 min listen

SECURE Act 2.0

Expert Insights

Explaining Secure Act 2.0: What you need to know about the new law

Now that Secure Act 2.0 is law, we’re revisiting the topic on the latest episode of Your Thriving Practice podcast. We dive deep into the bill, discuss some of the key parts, explain how it will impact producers, and highlight how it can help Americans save for retirement.

28 min listen

Expert Insights

The Politics of Retirement

SECURE Act 2.0 is expected to pass Congress later this year, with the goal of strengthening retirement security for millions of Americans. What’s in the legislation and how can it help your clients? We break things down for you.

32 min listen

Insurtech

Expert Insights

How fintech is reshaping the financial services industry

Are you finding it difficult to keep up with the latest tech trends impacting the financial services industry? In the latest episode of the Your Thriving Practice podcast, we take a closer look fintech to offer a clearer picture how it can help financial professionals.

22 min listen

Practice Management

Breaking down insurtech and the opportunities ahead

Can insurtech be a game changer for producers when it comes to annuity sales? In this episode of the Your Thriving Practice podcast, we dig into how insurtech is affecting the industry, what it means for financial professionals, and the challenges and opportunities involved in its continued evolution.

33 min listen

Diversity, Opportunity, and Growth

Multicultural Markets

Greater Diversity, New Opportunities for Financial Professionals

As the U.S. population becomes more diverse, it’s important for financial professionals to adjust. Here’s a closer look at how you can better understand different cultural groups and learn to grow your client base.

25 min listen

Multicultural Markets

Building Relationships with Asian American investors

The Asian American market is expanding, creating a great opportunity for financial professionals. We dig into what financial professional need to know about this growing segment of the population.

27 min listen

Multicultural Markets

Helping U.S. Latinos Achieve Their Financial Goals

How do Latinos approach financial planning and saving for retirement? We examine what financial professionals can do to have a better understanding of their Latino clients and why it’s so important.

33 min listen

Women, Wealth & Wisdom

Practice Management

Gray Divorce

Women over 50 are divorcing in record numbers, presenting both a challenge and opportunity for financial professionals.

27 min listen

Practice Management

Widowhood

Losing a spouse is a seismic event, especially for wives. How can financial professionals help their female clients navigate this challenging period?

23 min listen

Practice Management

Caregiving

Whether they’re supporting a college-age child, ailing spouse, or aging parent, caregivers are everywhere — and 66% of them are women. Caregiving can extract a toll on their energy, time, and finances.

21 min listen

Practice Management

Female Small Business Ownership

Since March 2020, women have started more businesses than men, according to a July 2021 report — and financial professionals need to be ready to respond.

18 min listen

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Listen to all podcast episodes

Your Thriving Practice — A new podcast from Global Atlantic

Retirement Risks

Message Mapping

60/40: One Year Later

SECURE Act 2.0

Insurtech

Diversity, Opportunity, and Growth

Women, Wealth & Wisdom

Listen
to all podcast episodes