Clarifying the Complex from Nationwide

Kelly Moore speaks with Nationwide Retirement Institute's Julie Ragatz Norton and Jamie Hopkins from the Carson Group about how trust and empathy can drive future client interactions. This conversation explores why financial professionals would want to enhance client trust through empathy and how they can cultivate both.

Julie also directs listeners to NationwideFInancial.com/LegacyEssentials to find more great content and an assessment that they can use to guage their trust building skills.

A special needs trust is a key component of a plan for the family with a loved one with special needs. Steve Hamilton and Allison Anne Hoyt from the Advanced Consulting Group talk through why these trust can be helpful and how they work.

Follow along with Steve and Allison by asking your wholesaler or the ACG for their guide to Special Need Trust planning. Email the ACG today at [email protected].

Desiree Buckner from the Advanced Consulting Group joins the podcast to discuss the opportunity to that many financial professionals are now taking advantage of because of the SECURE Act - the partial Roth conversion. Get the details and hear an example.

*The example cited at 21:09 is hypothetical and used to illustrate a partial Roth conversion.

Kristen Hamilton is joined by Nationwide Senior Vice President Kristi Rodriguez and Roberta Eckert of the Nationwide Retirement Institute to discuss the economic impact of COVID on women. Kristi also highlights a new NRI survey that breaks down how caregivers, and more specifically Black caregivers, are faring during the pandemic and the opportunity for financial professionals.

Chuck Rolph from the Advanced Consulting Group joins to discuss the role of fiduciary in retirement plans and defined contribution plans.

Dave Harris of The Nationwide Retirement Institute and Kristen Hamilton from NRI Marketing join Kelly Moore to discuss the importance of planning for health care expenses in and out of retirement, as well as what financial professionals can do to help broach this conversation with clients across generations.

Consultants from the Nationwide Retirement Institute talking about working past age 65 and what that means for those that are Medicare eligible. These consultants share their experiences of working with financial professionals and their clients.

In this episode we dive into Medicare and discuss what should be considered if you have chronic conditions or long-term care conditions.

The Advanced Consulting Group Podcast is evolving to capture the full scope of the Nationwide Retirement Institute. We're kicking off this change with the start of our limited series, Retirement Stories. In this podcast, we are talking with two Nationwide Retirement Institute consultants about what they've experienced when talking with financial professionals and their clients about Medicare. What you need to know!

In this episode we define a nontraditional family and discuss how a financial professional may approach working them. We also lend insight into the needs of a nontraditional family and how those needs may differ from a traditional one. Featuring Tom Duncan, Julie Norton and Cindy Hoes.