Advisor Success Series
Freedom Investment Management, Inc.
Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.
Episodes
Mentioned books
Mar 21, 2018 • 28min
Impact of High Equity Valuations on Safe Retirement Withdrawal Rates Discussion
In this episode, Ben Lavine and our guest Justin Sibears will discuss an article published by Justin in August 2017 titled “Impact of High Equity Valuations on Safe Retirement Withdrawal Rates.” They will focus on how a common retirement income strategy adopted by many financial advisors, the so-called 4% systematic withdrawal approach, is at risk of not meeting retirement income goals assuming a more muted outlook for U.S. stock and bond returns.
Mar 6, 2018 • 30min
Insights Into Energy Infrastructure Investing (Recorded 02/14/2018)
In this podcast, Ben Lavine is joined by Jay Jacobs, Director of Research at Global X Funds. They discuss the investment landscape for energy infrastructure, or the private enterprises focused on the transportation and storage of oil and natural gas. In addition, they discuss the major issues surrounding the general and master limited partnership structures, which represent the primary investment entities for how capital is funneled to the energy infrastructure space.
Mar 6, 2018 • 40min
Confessions of a Former LPL Rep: Building an Independent Practice (Recorded 01/17/2018)
We are pleased to host Nick Hopwood, CFP, President and CEO of Peak Wealth Management, LLC, to discuss his path towards independence following his departure from LPL Financial and turning Peak Wealth Management into a successful hybrid RIA practice. Nick shares with us his insights into the successes and challenges he faced in making this transition, how he uses technology to run his practice more efficiently, why he outsources most of his investment management services, and why a more holistic approach to financial planning enhances the overall client experience.
