『From Accumulation to Activation』のカバーアート

From Accumulation to Activation

From Accumulation to Activation

著者： Ash Brokerage
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 Turn today’s market forces into tomorrow’s wins! Follow From Accumulation to Activation for concise, high‑impact episodes that help growth‑minded financial advisors translate complex changes into clear client conversations. Each episode unpacks the $44 trillion wealth transfer reshaping retirement planning — equipping you to respond to behavioral shifts, legislative updates and new retirement trends that may improve the financial security of your clients. Expect a candid discussion around practical frameworks and real‑world cases to position annuities, Social Security and other retirement income strategies that can help keep clients from running out of money. Produced by Ash Brokerage, an Integrity company. This podcast is for financial professional use only and is not intended for use with the public. Material is for informational purposes only and is not intended to provide tax, legal or investment advice. The opinions expressed in this podcast are those of the participants and do not necessarily reflect the views of Ash Brokerage.© 2025 個人ファイナンス 経済学
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  • Episode 03: Pensionize Your Portfolio into Lifetime Income

    Episode 03: Pensionize Your Portfolio into Lifetime Income
    2025/10/28

    Can your clients turn their 401(k) into a pension-like asset? In this episode, Mike and Tim unpack the concept of ‘pensionizing’ using an annuity, explore QLAC strategies and share how advisors can help clients create guaranteed lifetime income while managing longevity and tax risks in retirement.
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    23 分
  • Episode 02: What One Big Beautiful Bill Changed — And What It Didn't

    Episode 02: What One Big Beautiful Bill Changed — And What It Didn't
    2025/10/14

    Explore how the One Big Beautiful Bill Act reshapes estate and tax planning. Learn what's new, such as clarity on estate tax exemptions, and what remained in place, including retirement contribution limits and RMD rules. Mike McGlothlin and Tim Ash share insights on wealth planning, income tax implications for inherited accounts and techniques like annuity arbitrage that could improve outcomes.
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    15 分
  • Episode 00: Let's Get This Going

    Episode 00: Let's Get This Going
    2025/09/16

    Introducing the From Accumulation to Activation podcast! Subscribe now to get notified when the first episode is available for listening — coming September 30!
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    1 分
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