<p>What really happens to your clients’ qualified money? In this kickoff episode of From Accumulation to Activation, Mike McGlothlin and Tim Ash reveal the four possible outcomes for retirement assets—and why taxes, longevity, and guaranteed income strategies matter more than ever. Learn how to move clients from employment to enjoyment with confidence.</p>

What really happens to your clients’ qualified money? In this kickoff episode of From Accumulation to Activation, Mike McGlothlin and Tim Ash reveal the four possible outcomes for retirement assets—and why taxes, longevity, and guaranteed income strategies matter more than ever. Learn how to move clients from employment to enjoyment with confidence.

Episode 01: 4 Things That Happen to Qualified Money

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.

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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.

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Episode 01: 4 Things That Happen to Qualified Money

Episode 01: 4 Things That Happen to Qualified Money