That Annuity Show

118 Finding Meaning and Making Money with H. Adam Holt


Listen Later

Today, we catch up with one of our first guests, H. Adam Holt, CEO of Asset-Map to discuss a wide variety of topics. He gives us a sneak peak of an algorithm his firm will release that will find the hidden gaps in your client's retirement plans. We also talk about the commitment that Adam and his firm have made to supporting diversity and inclusion in the retirement advice platform ecosystem. We hope you enjoy the show. Links mentioned in the show: Adam's company: https://www.asset-map.com/ Adam and Derek's podcast: https://rethinkfinancialadvisorpodcast.blubrry.net/2021/07/01/1-rethink-change-is-coming/
...more
View all episodesView all episodes
Download on the App Store

That Annuity ShowBy Nassau Financial Group

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

23 ratings


More shows like That Annuity Show

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,252 Listeners

Investing Insights by Morningstar

Investing Insights

529 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,054 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

814 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

781 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

756 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

465 Listeners

The Long View by Morningstar

The Long View

928 Listeners

7 Figure Annuity Sales by Chad C. Owen

7 Figure Annuity Sales

44 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

833 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

16 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,069 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

183 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,471 Listeners