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

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1-1-2 - What are the retirement decisions facing most clients?

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.

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