That Annuity Show

248 - Kerra Bolton - Telling The Story Of Retirement Planning


Listen Later

In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall engage with Kerra Bolton, a prolific writer and independent journalist, who shares her diverse career journey and insights into the retirement space. The conversation explores the challenges of career reinvention, the importance of understanding consumer concerns in retirement planning, and the role of fear and motivation in financial decision-making. Kerra emphasizes the significance of finding purpose in life and work, and how one's purpose can evolve over time. The episode provides valuable takeaways for financial professionals and agents on how to connect with clients and address their concerns effectively. Listen to learn more: thatannuityshow.com Learn more about Kerra: https://kerrabolton.com
...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

3,224 Listeners

Investing Insights by Morningstar

Investing Insights

522 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,069 Listeners

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

Your Money, Your Wealth

807 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

778 Listeners

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

The Retirement and IRA Show

751 Listeners

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

The Rational Reminder Podcast

474 Listeners

The Long View by Morningstar

The Long View

919 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

822 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

15 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,039 Listeners

Forward Guidance by Blockworks

Forward Guidance

277 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

186 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,428 Listeners