Because the president of Trinity Insurance coverage and Monetary, Brad Pistole boasts the expertise of structuring greater than 2,000 annuities over the previous 17 years. Within the means of serving shoppers, he’s change into an knowledgeable on all issues earnings and bucket planning — serving to shoppers arrange completely different buckets of cash to strategically outpace inflation whereas sustaining earnings safety.
However that’s not Brad’s solely space of experience. He’s additionally a nationally acknowledged Ed Slott Grasp Elite IRA Advisor and educator, and he broadly shares that experience because the long-standing host of Secure Cash Radio.
On this episode of Ask the Retirement Knowledgeable, ThinkAdvisor Senior Reporter John Manganaro speaks with Pistole about all issues retirement and shopper schooling, with a particular give attention to the significance of “secure cash” within the retirement portfolio.
In the course of the episode, Pistole and Manganaro additionally talk about:
– Key tax-management methods all retirement advisors ought to know.
– The significance of continuous schooling.
– How the annuity gross sales course of has advanced and extra.
To take heed to extra podcasts throughout the Ask the Retirement Knowledgeable sequence, click on here.
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