Human-centric investing Podcast

Some of the most commonly-asked questions about Social Security begin with, “How will my spouse be affected if…?” Whether married, widowed or divorced, understanding how spousal and survivor benefits are calculated is crucial for clients. Mike Lynch, managing director of Hartford Funds Applied Insights, explains how to educate your clients on this topic. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI342.pdf Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

In this episode, John speaks with Ryan Sullivan, Managing Director, Applied Insights at Hartford Funds about how inclusive language can help you avoid the risk of risk of saying something that might drive a wedge between you and clients or prospects. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI339.pdf More resources on inclusive language: https://www.hartfordfunds.com/practice-management/practice-management-strategies/how-to-value-inclusive-language.html

In this episode, John speaks with Ryan Sullivan, Managing Director, Applied Insights at Hartford Funds about how inclusive language can help you avoid the risk of risk of saying something that might drive a wedge between you and clients or prospects. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI339.pdf More resources on inclusive language: https://www.hartfordfunds.com/practice-management/practice-management-strategies/how-to-value-inclusive-language.html

In the past, deciding when to collect Social Security was simpler: working came to a hard stop and collecting began. But as many Americans now work past retirement age, it’s become more complicated. Mike Lynch, managing director of Hartford Funds Applied Insights, explains how you can provide guidance to clients as they weigh their options. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI336.pdf Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

In the past, deciding when to collect Social Security was simpler: working came to a hard stop and collecting began. But as many Americans now work past retirement age, it’s become more complicated. Mike Lynch, managing director of Hartford Funds Applied Insights, explains how you can provide guidance to clients as they weigh their options. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI336.pdf Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

In this episode, John speaks with Dr. Joseph Coughlin, director and founder of the MIT AgeLab, about building a longevity network. Dr. Coughlin sees a future where forward-thinking financial professionals will build longevity networks to meet the increasing demands of aging clients. And, as a result, they’re separating themselves from the competition. Get tips about how to start building your longevity network. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI332.pdf Dr. Joseph Coughlin and the MIT AgeLab are not affiliated with Hartford Funds.

In this episode, John speaks with Dr. Joseph Coughlin, director and founder of the MIT AgeLab, about building a longevity network. Dr. Coughlin sees a future where forward-thinking financial professionals will build longevity networks to meet the increasing demands of aging clients. And, as a result, they’re separating themselves from the competition. Get tips about how to start building your longevity network. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI332.pdf Dr. Joseph Coughlin and the MIT AgeLab are not affiliated with Hartford Funds.

In this episode, John speaks with Dr. Joseph Coughlin, director and founder of the MIT AgeLab, about building a longevity network. Retirement has changed but retirement planning hasn’t. It’s imperative that today’s practices evolve from a focus on financial security to the new business of longevity planning. Dr. Joe recommends building a network of longevity-related professionals to help solve the challenges of longer retirements and differentiate your practice. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI327.pdf Dr. Joseph Coughlin and the MIT AgeLab are not affiliated with Hartford Funds.

In this episode, John speaks with Dr. Joseph Coughlin, director and founder of the MIT AgeLab, about building a longevity network. Retirement has changed but retirement planning hasn’t. It’s imperative that today’s practices evolve from a focus on financial security to the new business of longevity planning. Dr. Joe recommends building a network of longevity-related professionals to help solve the challenges of longer retirements and differentiate your practice. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI327.pdf Dr. Joseph Coughlin and the MIT AgeLab are not affiliated with Hartford Funds.

In this episode, John.continues his conversation with Dr. Kevin Elko, performance coach, about leadership. Learn about the concept of “hero ball” and how it can a team’s performance. And why getting people “in the right seats” is a key to pro teams’ success and can be for your practice too. Dr. Elko consults with several NFL and top college football teams. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI322.pdf Dr. Kevin Elko is not affiliated with Hartford Funds.

In this episode, John has a conversation with Dr. Kevin Elko, performance coach, about leadership. Learn why adaptability can determine your team's success. And why setting team standards was the key to Alabama’s 2020 national championship and how they can work for your team. Dr. Elko consults with several NFL and top college football teams. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI317.pdf Dr. Kevin Elko is not affiliated with Hartford Funds.

In this episode, John has a conversation with Dr. Kevin Elko, performance coach, about leadership. Learn why adaptability can determine your team's success. And why setting team standards was the key to Alabama’s 2020 national championship and how they can work for your team. Dr. Elko consults with several NFL and top college football teams. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI317.pdf Dr. Kevin Elko is not affiliated with Hartford Funds.

Now that we’ve all learned the ins and outs of video conference calls over the past year, virtual events will still be a critical tool—even as in-person events resume. However, enticing clients and prospects to attend digitally can be as challenging as filling a room used to be. Join Hartford Funds Ryan Sullivan and John Diehl as they discuss ways to not only boost attendance, but get the right clients and prospects on your next virtual event. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI311.pdf Ryan Sullivan is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Now that we’ve all learned the ins and outs of video conference calls over the past year, virtual events will still be a critical tool—even as in-person events resume. However, enticing clients and prospects to attend digitally can be as challenging as filling a room used to be. Join Hartford Funds Ryan Sullivan and John Diehl as they discuss ways to not only boost attendance, but get the right clients and prospects on your next virtual event. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI311.pdf Ryan Sullivan is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Julie Genjac, managing director of Hartford Funds Applied Insights, explains the pitfalls of waiting for things to get back to normal. Learn Julie’s 3 P’s to position your practice for success in these unusual times. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI307.pdf Julie Genjac is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.