In the sixth episode of a six-part series with Delaware Life, Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discusses in this podcast the intricacies of Medicare Planning and the situations surrounding it.

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Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it's changing, and whether it will ever become a profession.

Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it's changing, and whether it will ever become a profession.

Brendan Payne, JD, LLM, Vice President and Director of National Sales Consulting with Delaware Life Marketing, and Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discuss in this podcast key estate planning strategies, key estate planning documents, estate taxes, and special estate planning circumstances.

Daniel R. Solin, The New York Times bestselling author of the Smartest series of investing books and "The Smartest Sales Book You'll Ever Read," discusses his latest book, Ask: How to Relate to Anyone. In the podcast, Solin provides advice for advisors when talking to prospects and/or clients.

Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice, according to Mark Berg, the founding principal of Timothy Financial Counsel. In this podcast, Berg discusses how to price, position, and deliver hourly advice; how to segment your client base and prospect for an entirely new clientele; how to develop a relationship-based approach and avoid a "transactional" mindset; and how to harness the potential of time-tracking to create a stable foundation for growth.

Warren Berger, the author of "A More Beautiful Question" and several other books, discusses the art and science of asking "beautiful" questions and how advisors can develop richer relationships with their clients and prospects by asking the right questions. Warren Berger will be a featured speaker at two of the Institute's upcoming conferences. Please click the links below to learn more and register.

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Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving, and charitable trusts.

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Lilah Raynor, the founder and CEO of Logica Research, describes the key findings from Logica's most recent Future of Money Study on the way Gen Z, Millennials, Gen X, and Boomers make, spend and manage money. Plus, Raynor provides actionable advice to financial advisers based on the results of Logica's research.

Matt Hougan, the Chief Investment Officer of Bitwise, talks about crypto, non-fungible tokens, and the best way for advisers to incorporate cryptocurrency into their client's portfolios.