Preview Mode Links will not work in preview mode

Please visit our website at
www.adviserinvestments.com/podcasts

Click here to view our disclaimer.

Jan 14, 2020

The SECURE Act, signed into law at the end of 2019, is the most significant new legislation affecting retirement investing in more than a decade.

In this illuminating conversation, Vice President of Wealth Services Patrick Carlson sits down with Vice President Bob Lepson and Account Manager Geoffrey Turner to unpack the...


Jan 10, 2020

The specter of conflict with Iran has dominated headlines recently. Should it also determine your investment strategy? In this episode of The Adviser You Can Talk To Podcast, Chief Investment Officer Jim Lowell and Deputy Director of Research Brian Mackey break down the research on past crises in the Middle East and...


Dec 18, 2019

You spend your whole career growing your tax-deferred investment accounts like 401(k)s, 403(b)s and IRAs. And once you reach age 70½, the IRS requires that you start withdrawing your savings (thus giving Uncle Sam his annual income-tax cut) through what’s known as required minimum distributions (RMDs). Understanding...


Dec 3, 2019

Vanguard’s and Fidelity’s growth and evolution over the past 25 years have been astounding to watch, and we’ve been paying close attention all the while. Getting data on their managers and services was once like squeezing water from a stone, but today’s investors are faced with so many funds and so much...


Nov 20, 2019

Roth IRAs—you may have heard of this type of individual retirement account, but do you know how to use one? In this episode of The Adviser You Can Talk To Podcast, financial planning specialists Andrew Busa and Rick Winters give an in-depth explanation of the many uses of the Roth IRA, including details on:

  • Building...