Safe Money Matters with Brad Pistole
By ThinkAdvisor, sponsored by Jackson National Life Insurance Company
As the president of Trinity Insurance and Financial, Brad Pistole boasts the experience of structuring more than 2,000 annuities over the past 17 years. In the process of serving clients, he’s become an expert on all things income and bucket planning — helping clients set up different buckets of money to strategically outpace inflation while maintaining income security.
But that’s not Brad’s only area of expertise. He’s also a nationally recognized Ed Slott Master Elite IRA Advisor and educator, and he widely shares that expertise as the long-standing host of Safe Money Radio.
On this episode of Ask the Retirement Expert, ThinkAdvisor Senior Reporter John Manganaro speaks with Pistole about all things retirement and client education, with a special focus on the importance of “safe money” in the retirement portfolio.
During the episode, Pistole and Manganaro also discuss:
- Key tax-management techniques all retirement advisors should know.
- The importance of continuing education.
- How the annuity sales process has evolved and more.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.
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