Resources / Podcast Series

PODCAST SERIES

Annuity Insights

Produced with The American College of Financial Services, this season explores Women and Wealth through timely conversations designed for advisors.

Listen in for expert perspective, then use the client-ready toolkit to help guide retirement planning discussions.

LATEST EPISODE

From insight to action: How advisors turn women and wealth conversations into results

In the final episode of season two, Dr. Michael Finke, CFP^®, is joined by networking expert and executive business coach Andrea Nierenberg and Haley Wilkes, External Wholesaler with New York Life Annuities, to explore how advisors can build stronger relationships with women clients. They discuss the importance of active listening, consistent communication, empathy during life transitions, and practical strategies for helping women feel heard, supported, and confident in their financial plans.

Listen on your favorite platform - Apple Podcasts, PodBean, or Spotify.

SEASON 2

S2 Episode 7: Golden living: Planning for long-term care without derailing clients’ financial plans

S2 Episode 6: Solo retirees and longevity: How advisors plan for duration without a safety net

S2 Episode 5: Risk, income, and household structure: How advisors can tailor plans across women’s lives

S2 Episode 4: Life transitions and protection: How advisors plan through divorce, loss, and reset

S2 Episode 3: Caregiving and career gaps: How advisors stabilize income during interruptions

S2 Episode 2: Getting paid to wait: How advisors support Social Security timing decisions

S2 Episode 1: Women and Wealth: What the research tells advisors and how to respond

SEASON 1

S1 Episode 10: The Power of Annuities: Behaviors that drive retirement confidence

S1 Episode 9: Understanding how lifetime withdrawal benefits work

S1 Episode 8: Annuities from an actuary's point of view

S1 Episode 7: The ins and outs of annuity taxation

S1 Episode 6: Breaking down the myths of annuities

S1 Episode 5: The service behind annuities

S1 Episode 4: How annuities fit into an investment portfolio

S1 Episode 3: How accumulation annuities work

S1 Episode 2: The Social Security annuity

S1 Episode 1: The value of annuities in retirement income planning

Get the Women and Wealth toolkit.

Access resources built to help advisors lead more relevant conversations with women investors.

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