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Clarifying the Complex from Nationwide
17 minutes | May 28, 2021
Business Valuations with Ryan Patton
Ryan Patton joins to discuss the new business valuation capability from the Advanced Consulting Group that can help financial professionals when working with their business owning clients.
36 minutes | Apr 30, 2021
Retirement Stories Ep 5 - Building Trust With Empathy
Kelly Moore speaks with Nationwide Retirement Institute's Julie Ragatz Norton and Jamie Hopkins from the Carson Group about how trust and empathy can drive future client interactions. This conversation explores why financial professionals would want to enhance client trust through empathy and how they can cultivate both. Julie also directs listeners to NationwideFInancial.com/LegacyEssentials to find more great content and an assessment that they can use to guage their trust building skills.
21 minutes | Apr 9, 2021
Utilizing the Special Needs Trust
A special needs trust is a key component of a plan for the family with a loved one with special needs. Steve Hamilton and Allison Anne Hoyt from the Advanced Consulting Group talk through why these trust can be helpful and how they work. Follow along with Steve and Allison by asking your wholesaler or the ACG for their guide to Special Need Trust planning. Email the ACG today at ADVCG@nationwide.com.
26 minutes | Mar 15, 2021
Partial Roth Conversions after the SECURE Act with Desiree Buckner
Desiree Buckner from the Advanced Consulting Group joins the podcast to discuss the opportunity to that many financial professionals are now taking advantage of because of the SECURE Act - the partial Roth conversion. Get the details and hear an example. *The example cited at 21:09 is hypothetical and used to illustrate a partial Roth conversion.
21 minutes | Mar 8, 2021
Navigating it all: How COVID-19 and caregiving are affecting women's retirement goals
Kristen Hamilton is joined by Nationwide Senior Vice President Kristi Rodriguez and Roberta Eckert of the Nationwide Retirement Institute to discuss the economic impact of COVID on women. Kristi also highlights a new NRI survey that breaks down how caregivers, and more specifically Black caregivers, are faring during the pandemic and the opportunity for financial professionals.
26 minutes | Jan 6, 2021
Fiduciary Guidance And Defined Contribution Plans - NFM - 20482AO
Chuck Rolph from the Advanced Consulting Group joins to discuss the role of fiduciary in retirement plans and defined contribution plans.
31 minutes | Sep 14, 2020
Retirement Stories Ep 4 - Health Care Planning
Dave Harris of The Nationwide Retirement Institute and Kristen Hamilton from NRI Marketing join Kelly Moore to discuss the importance of planning for health care expenses in and out of retirement, as well as what financial professionals can do to help broach this conversation with clients across generations.
24 minutes | Aug 21, 2020
Retirement Stories Ep3 - Medicare And Working Past 65
Consultants from the Nationwide Retirement Institute talking about working past age 65 and what that means for those that are Medicare eligible. These consultants share their experiences of working with financial professionals and their clients.
47 minutes | Aug 21, 2020
Retirement Stories Ep2 - Medicare And Chronic Conditions
In this episode we dive into Medicare and discuss what should be considered if you have chronic conditions or long-term care conditions.
45 minutes | Aug 19, 2020
Retirement Stories - Medicare Basics
The Advanced Consulting Group Podcast is evolving to capture the full scope of the Nationwide Retirement Institute. We're kicking off this change with the start of our limited series, Retirement Stories. In this podcast, we are talking with two Nationwide Retirement Institute consultants about what they've experienced when talking with financial professionals and their clients about Medicare. What you need to know!
24 minutes | Jun 25, 2020
Working with nontraditional families - NFM-19661AO
In this episode we define a nontraditional family and discuss how a financial professional may approach working them. We also lend insight into the needs of a nontraditional family and how those needs may differ from a traditional one. Featuring Tom Duncan, Julie Norton and Cindy Hoes.
18 minutes | May 5, 2020
Nonqualified deferred compensation in a financial crisis
Anne Meagher of the Advanced Consulting Group joins to discuss many questions around nonqualified deferred compensation plans during a financial downturn. She discusses options for both employees and businesses including what should be considered before taking money out of a qualified or nonqualified plan.
17 minutes | Mar 17, 2020
Nationwide Market Reaction 3.17.20
A reaction to the day in the markets with Nationwide Vice President Ron Ransom, Senior Investment Consultant Mark Hackett and Economist Ben Ayers
12 minutes | Mar 13, 2020
Fluctuating Markets and Investor Behavior - NFM-19315AO
RECORDED ON 3/13/20 Nationwide Economist Ben Ayers and Julie Ragatz Norton of the Nationwide Retirement Institute join to discuss the recent changes in the stock market, offer a historical comparison and talk about the investor behavior that contributes to the dramatic changes.
36 minutes | Feb 24, 2020
Retirement plan sponsors In ERISA plans - NRM-17498AO
George Schein joins to discuss the recent changes to retirement plans that plan sponsors need to be aware of. George also covers the steps that must be taken to implement these changes and what else is on the horizon.
36 minutes | Feb 12, 2020
A comprehensive analysis of the SECURE Act - NFM-19196AO
We deep dive into the SECURE Act with the ACG's retirement plan expert Chuck Rolph and give you a full analysis of the most relevant changes including those around MEPs and PEPs. Also Tom Duncan stops by once again to highlight the changes affecting individuals.
24 minutes | Dec 23, 2019
SECURE Act Part 2
In part two of our talk on the SECURE Act, Tom Duncan breaks down the wealth transfer opportunities that may arise from this new law.
22 minutes | Dec 23, 2019
SECURE Act Part 1
The SECURE Act is now law and Tom Duncan joins the podcast to discuss the background of this legislation and the rule changes around the required minimum distribution age, and beneficiaries of IRAs.
8 minutes | Dec 4, 2019
Using IRA Distributions To Fund LTC
Shawn Britt of the Advanced Consulting Group talks about a strategy where you fund the cost of long-term care coverage with the distributions from an IRA.
20 minutes | Oct 7, 2019
Medicare and Social Security planning for farmers - NFM-18914AO
Ryan Patton, joins to discuss the rising average age of working farmers and their options for planning retirement and utilizing Medicare and Social Security benefits.
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