
Sign up to save your podcasts
Or


The COVID-19 pandemic changed the way we think about everything - the way we work, the way we interact, the way we approach safety, healthcare, and even grocery shopping. COVID-19 forced many people to reflect on the state of their finances and underscored the importance of planning for unforeseen circumstances. The ability to lean on trusted financial advisors proved to be more crucial than ever.
In this episode, Jack Sharry, LifeYield's EVP, Chief Growth Officer, takes the spotlight and is joined by Matt Nollman, VP of Marketing, as host. Jack shares what investors should focus on when faced with uncertainty and why human connection is vital even in a digital world. COVID-19 showed us that the unknown could and will happen, whether it’s an unexpected medical bill or a global pandemic.
Jack speaks with Matt about what COVID-19 taught us three years later: why purpose, control, human connecting, and comprehensive wealth management matter.
Key Takeaways
Quotes
[09:32] - “Taxes are the most considerable and controllable expense in retirement.” ~ Jack Sharry
[13:03] - “Everyone I speak with agrees: financial advisors won't be replaced with AI or robots. Yes, they'll be enhanced by those capabilities, but they won't be replaced.” ~ Jack Sharry
[21:10] - “Managing assets, liabilities, and life decisions in a comprehensive way, matters.” ~ Jack Sharry
Links
Connect with our hosts
Subscribe and stay in touch
By LifeYield4.8
1717 ratings
The COVID-19 pandemic changed the way we think about everything - the way we work, the way we interact, the way we approach safety, healthcare, and even grocery shopping. COVID-19 forced many people to reflect on the state of their finances and underscored the importance of planning for unforeseen circumstances. The ability to lean on trusted financial advisors proved to be more crucial than ever.
In this episode, Jack Sharry, LifeYield's EVP, Chief Growth Officer, takes the spotlight and is joined by Matt Nollman, VP of Marketing, as host. Jack shares what investors should focus on when faced with uncertainty and why human connection is vital even in a digital world. COVID-19 showed us that the unknown could and will happen, whether it’s an unexpected medical bill or a global pandemic.
Jack speaks with Matt about what COVID-19 taught us three years later: why purpose, control, human connecting, and comprehensive wealth management matter.
Key Takeaways
Quotes
[09:32] - “Taxes are the most considerable and controllable expense in retirement.” ~ Jack Sharry
[13:03] - “Everyone I speak with agrees: financial advisors won't be replaced with AI or robots. Yes, they'll be enhanced by those capabilities, but they won't be replaced.” ~ Jack Sharry
[21:10] - “Managing assets, liabilities, and life decisions in a comprehensive way, matters.” ~ Jack Sharry
Links
Connect with our hosts
Subscribe and stay in touch

1,945 Listeners

112,572 Listeners

56,563 Listeners

801 Listeners

8,654 Listeners

461 Listeners

13 Listeners

925 Listeners

244 Listeners

6,088 Listeners

9,901 Listeners

115 Listeners

5,530 Listeners

30 Listeners

84 Listeners