Resources / On-Demand insights / Podcast
FEATURED EPISODE

How advisors support Social Security timing decisions

Dr. Michael Finke, CFP®, joins Brian Doherty, author and expert on Social Security planning, and Dana Anspach, founder and CEO of Sensible Money, to explore how differences in life expectancy between women and men influence optimal Social Security claiming strategies. Together, they examine how delaying benefits — when paired with guaranteed income sources — can help reduce longevity and sequence-of-returns risk while strengthening retirement income plans.

Listen wherever you get your podcasts, including Apple Podcasts, PodBean, or Spotify.

 

Season two

Women face a distinct financial journey. This season explores the decisions that shape it — and gives advisors the tools and confidence to better serve women at every stage of life.

From insight to action: How advisors turn women and wealth conversations into results
Golden living: Planning for long-term care without derailing clients’ financial plans
Solo retirees and longevity: How advisors plan for duration without a safety net
Risk, income, and household structure: How advisors can tailor plans across women’s lives
Life transitions and protection: How advisors plan through divorce, loss, and reset
Caregiving and career gaps: How advisors stabilize income during interruptions
Getting paid to wait: How advisors support Social Security timing decisions
Women and Wealth: What the research tells advisors and how to respond

Season one

Top experts cut through the noise on annuities — covering what advisors need to know about guaranteed income, longevity risk, and the myths that hold clients back.

The Power of Annuities: Behaviors that drive retirement confidence
Understanding how lifetime withdrawal benefits work
Annuities from an actuary's point of view
The ins and outs of annuity taxation
Breaking down the myths of annuities
The service behind annuities
How annuities fit into an investment portfolio
How accumulation annuities work
The Social Security annuity
The value of annuities in retirement income planning

 

 

Insight is most valuable when you can put it into practice.

 

The episodes highlight what clients value from their advisor. The next step is applying those perspectives in ways that strengthen trust and deepen relationships.

 

 

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