Meet Barry Sacks, PhD, JD, Reverse Mortgage Retirement Portfolio Longevity Expert Experience, Recognition, Background Barry Sacks, Ph.D. earned his Ph.D. in semi-conductor physics from M.I.T., and then taught at U.C. Berkeley. He earned a J.D. Harvard Law School, and is a Certified Specialist, Taxation Law, from the California Board of Legal Specialization. Barry spent 35 years […]
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Meet Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® Jamie Hopkins has an extensive background in educational development, research, and as retirement risk and income planning speaker. He has developed educational materials for The American College’s CFP®, CLU®, ChFC®, and RICP® programs. Professor Hopkins has also developed CE programs for attorneys and is an active legal […]
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Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher. Passion/Expertise: Wade D. Pfau, Ph.D., CFA, is passionate about […]
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Mary Beth Franklin, CFP®, Contributing Editor, InvestmentNews, is a nationally known and frequently quoted expert on Social Security claiming strategies. Passion/Expertise Mary Beth Franklin has a long-time interest and expertise in retirement issues, Social Security, and taxes, with a background in the federal budget, international trade, and Capitol Hill as it affects personal finance. […]
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Matthew Allen is the Co-Founder/CEO of Social Security Advisors and creator of the new course Maximizing Your Social Security produced in conjunction with Weiss Educational Services. Passion/Expertise Having performed countless hours of client-focused research, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors. Position/Experience […]
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Steve Vernon, FSA, is a Research Scholar at the Stanford Center on Longevity, and is President of Rest-of-Life Communications. Passion/Expertise Steve Vernon shares practical strategies and ideas for enhancing finances, health, and lifestyle for the “rest-of-life” life phase, also known as retirement. With an effective mix of humor, stories, video clips, pictures, music, and cold […]
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Curtis Cloke, CLTC, LUTCF, RICP, is an award-winning financial professional and retirement income expert, trainer, and speaker with three decades of experience in income distribution planning. Passion/Expertise Curtis actively engages all his audiences with his personable character and genuine care for clients’ retirement needs and concerns. Through his extensive experience, he has perfected the ability […]
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Tags: Acuity Financial, Advisor of the Year, Certified in Long Term Care, CLTC, Curtis Cloke, DepositAccounts.com, FSP, inflation-adjusted income, InsuranceNewsNet, Life Underwriters Training Council, LifeHealthPro.com, LUTCF, Million Dollar Round Table, MORT, NAFA Annuity Outlook, NAIFA, NAIFA ClientCast, National Insurance and Financial Advisors Association, Power Session LIVE, Prudential Financial, Real Wealth®, Retirement Income Journal, RICP, Senior Market Advisor, Society of Financial Service Professionals, Thrive Income Distribution System
Posted in: Legacy Planning, Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending
Andrew Samalin, CFP®, EA, CDFA™, Principal, Samalin Group, Past President of the Association of Divorce Financial Planners, is a 25 year veteran financial specialist assisting attorneys, CPAs and other professionals manage their families’, firms’, and clients’ financial planning and wealth management needs. Passion/Expertise Samalin has focused his practice on divorce financial planning and other challenging […]
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Shelly Giordano founded the Funding Longevity Task Force and serves as Chair. Passion/Expertise Shelley has been a pioneer in reverse mortgage lending, having begun her career almost two decades ago. After years at home raising her children, she fell into the unlikely world of reverse mortgages. A local lawyer had established his own company, and […]
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Alexandra Macqueen, CFP®, Author, is from Toronto, Ontario, Canada, and teaches personal finance at York University, one of the most prestigious universities in Canada. Passion/Expertise Alexandra provides comprehensive and authoritative financial writing and editing for academic and industry publications, and is known for her expert-level knowledge of: Annuities, annuitization, and longevity-guaranteed income streams; “Pensionizing” portfolios […]
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Tags: Alexandra Macqueen, annuities, Author, bequest motivations, Canada, CFP, financial legacy, inflation, longevity, Moshe Milevsky, Pensionize Your Nest Egg, risks in retirement, sequence of returns, survival probabilities
Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions
David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management. Passion/Expertise: David is part of an up and coming group of retirement thought leaders – truly a breath of fresh air – along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, […]
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Tags: AIFA, American College, annuities, CFA, CFP, Chairman of the Advice Methodologies Investment subcommittee, David Blanchett, financial planning, Investment News, Journal of Financial Planning, MarketWatch, Money Magazine, Montgomery-Warschauer Award, Morningstar Investment Management, portfolio asset allocations, propabilities of success, retirement plans, Retirement research, RetireMentor, systematic withdrawals, tax planning, University of Chicago Booth School of Business, visionary, Wall Street Journal
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending
Mathew Greenwald, PhD, President and CEO of Greenwald and Associates, is a recognized financial and research expert with more than 30 years of experience in financial services and market research. Passion/Expertise Mathew is passionate about research involving the financial services industry, particularly about issues related to retirement savings and retirement income. With the Employee Benefit […]
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Tags: ACLI, attitudes, benchmarking, Employee Benefit Research Institute, focus group, Greenwald & Associates, LIMRA, Mathew Greenwald, Retirement Confidence Survey, Retirement research, RIIA
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Spending