HS 353 Video: Retirement Income Process, Strategies and Solutions

en
Tue, 09 Sep 2014 13:01:40 GMT





no




1-1-1 - Key Competencies for Retirement Income Planning
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/SG/knsfTP7QB3iewQWvX5CYIXGkh6oe2FNMIg98sNXjo/110216_nylcri_inthenews-key_competencies-732x412-limelight.mp4
1
In this video we talk about the skills required by a financial advisor to perform retirement income planning.

Tue, 05 Apr 2016 16:20:35 GMT
9606d5f5923e4d06aa40286f3e40d224
00:16:60
no
best, best practices, david littell, distribution, distribution strategies, introduction, introduction to retirement income planning, kenn tacchino, practices, retirement, retirement income, retirement income planning, retirement planning, ricp, strategies
In this video we talk about the skills required by a financial advisor to perform retirement income planning.


1-1-2 - What are the retirement decisions facing most clients?
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/SR/YuOHJ07yUlJre7QcUvL31hiaepMyeGF4DDUZNuX9A/111007_nyl_353_rappaport_kt_ww_7-732x412-limelight.mp4
2
We examine a variety of retirement decisions facing your client. We conclude that the help of an advisor is necessary and we become aware of how different decisions interrelate.

Fri, 08 Apr 2016 15:25:59 GMT
7f04b4b6c3fd49a7bc6169cd7c9dfc2c
00:17:02
no
anna rappaport, client, client relationships, decisions, kenn tacchino, relationships, retirement, retirement decisions, retirement income, retirement income planning, retirement planning, ricp, walt woerheide
We examine a variety of retirement decisions facing your client. We conclude that the help of an advisor is necessary and we become aware of how different decisions interrelate.


1-2-1 - How much needs to be saved for health care costs in retirement?
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/3g/EGGfT1JzTeyxHYaxsE-udII6Efk8uBkZnX402SzxU/131024_nyl_littell_vanderhei_seg1-732x412-limelight.mp4
3


Thu, 21 Nov 2013 22:05:29 GMT
6555194921554cf0aef466e5308f3cb5
00:08:54
no
health care, healthcare, retirement, retirement income, saving


1-2-1 - What are some of the basic costs of retirement?_clip
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/aR/4Igrjy5oHXldpod8DYaLN8_kt9a8Ao6Nh9OWVpmmw/hs-353-1-2-1-basic-costs-in-retierment.mp4
4
We review the costs of retirement healthcare/long-term care and the traditional notion of replacement rates. We learn that in order to have a high degree of certainty that assets will last a life-time that traditional replacement rate approach substantially underestimates the required need.

Tue, 05 Apr 2016 16:43:40 GMT
29a4995b403e41699d9d105cb7bc6beb
00:03:36
no
costs, costs of retirement, david littell, jack vanderhei, kenn tacchino, retirement, retirement income, retirement income planning, retirement planning, retirement statistics, ricp, saving, saving for retirement, statistics
We review the costs of retirement healthcare/long-term care and the traditional notion of replacement rates. We learn that in order to have a high degree of certainty that assets will last a life-time that traditional replacement rate approach substantially underestimates the required need.


1-2-2 - What is the retirement readiness of Americans?
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/lq/qYyXAOUokt0uR70eKZMOnR31aSAk-5wk1Vdn3e-7E/131024_nyl_littell_vanderhei_seg2-732x412-limelight.mp4
5


Fri, 22 Nov 2013 00:40:41 GMT
5e3d5724800d4c64bb5cda23217af774
00:26:48
no
america, retirement, retirement readiness


1-2-3 - What does the EBRI Retirement Confidence Survey tell us about retirement confidence of today’s workers?
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/lB/QtSN9RQ6Tw2FVPRlZRQfup7M0MC5Ilsqo5JQTcbFk/131024_nyl_littell_vanderhei_seg3-732x412-limelight.mp4
6


Thu, 21 Nov 2013 22:05:14 GMT
595eeb2e20134bfabef77d9d6ab51bb0
00:17:16
no



1-3-1 - A process for developing a retirement income plan
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Vq/UXeOkz_pvW2QY0-iL_c8hvkNW3tuzg1B6H0Z_dC0k/littell_stand_up_rev_kc-732x412-limelight.mp4
7


Fri, 02 Mar 2012 15:54:45 GMT
0f9c673611044242be26f11eb787d950
00:13:43
no
david littell, retirement, retirement income, retirement income planning, retirement planning, ricp


1-3-2 - Steps of the retirement planning process
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/1N/cE7nUfizliUC8NvRhrqYBlmgdr5-oH16rODwseO6Y/111010_hs353_lemoine_8steps-732x412-limelight.mp4
8


Wed, 11 Apr 2012 17:15:45 GMT
bbe4d99b4e9048ab8e3fbb4125d21064
00:16:45
no
craig lemoine, retirement, retirement income, retirement planning, ricp


1-4-1 - Retirement Planning Technology
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/cQ/koFEayxIcCmMwZAba7YPdkAOZH5dwS-54A4CrVBtk/111013_hs353_lemoine_worheide-732x412-limelight.mp4
9


Tue, 14 Feb 2012 16:52:15 GMT
dcc8e188d20542939eddd4e999fc6c3f
00:23:09
no
calculations, craig lemoine, retirement, retirement calculations, retirement income, retirement income planning, retirement planning, ricp, saving, saving for retirement, walt woerheide


1-4-2 - How behavioral finance affects client communications
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/9p/0OWKDIKqscmHzSrVb2RuVWtqFnEQZRORyt192Kq9c/120227_hs_353_littell_jordan_seg1_final-limelight.mp4
10
Joe Jordan reviews some of the questions to ask clients to help them decide among their retirement income goals.

Tue, 13 Mar 2012 21:20:15 GMT
7ccad76831964b0085f1fec63a67e8d4
00:16:47
no
behavioral, behavioral finance, client, client relationships, david littell, decisions, finance, joe jordan, relationships, retirement, retirement decisions, retirement income, retirement income planning, retirement planning, ricp
Joe Jordan reviews some of the questions to ask clients to help them decide among their retirement income goals.


2-1-1 - Evaluate the client’s current situation
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/fC/oX9aZ3aQpmv1nRlih1B8V8C76PdqNWP0lDF08uGzk/120208_hs353_littell_lemoine_lo-2-1-1-732x412-limelight.mp4
11


Fri, 08 Apr 2016 14:48:03 GMT
6c42a22de03943be8b99834f037fa7bc
00:14:54
no
best, best practices, client, client relationships, craig lemoine, david littell, practices, process, relationships, retirement, retirement income, retirement income planning, retirement income process, retirement planning, ricp


2-1-2 - Advising in a Digital Age
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/zM/HB8N5-aRd1YRVCrpyZlIsG9806sCdjw05sEaK991Y/111024_wc_littel_freitag_henry_seg1-732x412-limelight.mp4
12
We discuss how the software tool, "Ready2Retire" can help an advisor help their clients.

Fri, 21 Oct 2011 18:38:15 GMT
9fd57ab4c6854ca7acf90309f8189f3e
00:07:14
no
best, best practices, client, client relationships, david freitag, david littell, decisions, paul henry, practices, process, relationships, retirement, retirement decisions, retirement income, retirement income planning, retirement income process, retirement planning, ricp, the american college, the wealth channel
We discuss how the software tool, "Ready2Retire" can help an advisor help their clients.


2-1-3 - Risk tolerance
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/24/_OjYEmQtjdFwG1QTEDRe5E_9NbrkRqfLoyE6PfeZs/110923_nylcri_hs_353_nanigian_hanna_seg4-732x412-limelight.mp4
13
We discuss the concepts of subjective risk tolerance and risk capacity. We learn that one useful definition of risk tolerance is how an individual values increases in consumption in relation to reductions in consumption.

Tue, 18 Oct 2011 16:58:45 GMT
fc16ec1ec4874025910d59a0072e7f36
00:04:01
no
david nanigian, retirement, retirement income, retirement income planning, retirement planning, ricp, risk, risk tolerance, saving, saving for retirement, sherman hanna, tolerance
We discuss the concepts of subjective risk tolerance and risk capacity. We learn that one useful definition of risk tolerance is how an individual values increases in consumption in relation to reductions in consumption.


2-1-4 - Why assessing budgeting is such a critical part of the retirement planning process?
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/fA/6WCgoYdHe5-A0OFUwucBDXoPuiWECax4Ox7s7XTHk/110629_nylcri_basu_seg2_143-732x412-limelight.mp4
14
We discuss how retirement planning revolves around assessment of current expenses and how to frame this issue with clients to help them overcome the resistance to this process.

Tue, 23 Aug 2011 19:19:15 GMT
a92bf5449e45462c822991fc1f911832
00:18:29
no
age banding, calculations, david littell, distribution, distribution strategies, kenn tacchino, retirement, retirement calculations, retirement income, retirement income planning, retirement planning, ricp, somnath basu, strategies
We discuss how retirem