In the final of our three episodes, we discuss how financial professionals can communicate with Asian Americans and provide tips on how to help them reach their financial goals.

Guests: Fred Huang, a managing director of Forest Hills Financial Group in New York Pei Yin “Joey” Ng, Senior Advanced Markets Analyst at Global Atlantic with a focus on the Asian-America market.

In this, the first of three episodes on the topic, we look at the habits of Latino and Asian American investors, and how financial professionals can break down cultural barriers to better serve these two communities.

Guests: Bill Crane, Senior Vice President of Market Development at Global Atlantic, Javier Pena, multicultural Manager at Global Atlantic with a focus on the Hispanic/Latino U.S. Market, and Pei Yin “Joey” Ng, Senior Advanced Markets Analyst at Global Atlantic with a focus on the Asian-America market.

Topics covered in this episode include:

• What is SECURE Act 2.0?
• How does SECURE Act 2.0 strengthen retirement security?
• Insight from Paul Richmond and Frank O’Connor of the Insured Retirement Institute
• Analysis from Global Atlantic’s Bill Crane

Like what you heard? Be sure to follow Your Thriving Practice wherever you get your podcasts, and visit our website to learn more.

Since March 2020, women have started more businesses than men, according to a July 2021 report — and financial professionals need to be ready to respond. Women and finance experts Patti Hausherr and Ann Hughes join host Dan Corcoran to discuss how to adapt to the changing face of the small business owner and the opportunities available to financial professionals.

Whether they’re supporting a college-age child, ailing spouse, or aging parent, caregivers are everywhere — and 66% of them are women. Caregiving can extract a toll on their energy, time, and finances. Women in finance experts Patti Hausherr and Ann Hughes join host Dan Corcoran to discuss why this is such an important demographic for financial professionals.

Losing a spouse is a seismic event, especially for wives. How can financial professionals help their female clients navigate this challenging period? Experts on women in finance Ann Hughes and Patti Hausherr speak with host Dan Corcoran about how financial professionals can provide guidance during an especially vulnerable time in their clients’ lives while also maintaining strong relationships.

Women over 50 are divorcing in record numbers, presenting both a challenge and opportunity for financial professionals. Host Dan Corcoran speaks with Ann Hughes and Patti Hausherr, who are experts in women’s finance, to unpack how ‘gray divorce’ affects women, how it is impacting the industry, and how financial professionals can court this growing segment of the population.