From Accumulation to Activation Titelbild

From Accumulation to Activation

From Accumulation to Activation

Von: Ash Brokerage
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 Turn today’s market forces into tomorrow’s wins! Follow From Accumulation to Activation for concise, high‑impact episodes that help growth‑minded financial advisors translate complex changes into clear client conversations. Each episode unpacks the $44 trillion wealth transfer reshaping retirement planning — equipping you to respond to behavioral shifts, legislative updates and new retirement trends that may improve the financial security of your clients. Expect a candid discussion around practical frameworks and real‑world cases to position annuities, Social Security and other retirement income strategies that can help keep clients from running out of money. Produced by Ash Brokerage, an Integrity company. This podcast is for financial professional use only and is not intended for use with the public. Material is for informational purposes only and is not intended to provide tax, legal or investment advice. The opinions expressed in this podcast are those of the participants and do not necessarily reflect the views of Ash Brokerage.© 2025 Persönliche Finanzen Ökonomie
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  • Episode 07: Inflation, Social Security, and Income Strategies for Advisors

    Episode 07: Inflation, Social Security, and Income Strategies for Advisors
    Jan 13 2026

    2026 brings a surge of Americans turning 65, creating new challenges for financial advisors. In this episode, Mike McGlothlin and Tim Ash share actionable strategies to help clients transition from employment to enjoyment. Learn how to manage inflation risk, optimize Social Security, and build sustainable income plans. Plus, insights on healthcare costs, fixed-income risk, and leveraging annuities for guaranteed income. Tune in for practical ideas to strengthen retirement planning conversations and deliver lasting value.

    For more resources and information please visit: https://p.allego.com/PAIuWuwKG6ZuV8P
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    20 Min.
  • Episode 06: Annuity Arbitrage and Legacy Control

    Episode 06: Annuity Arbitrage and Legacy Control
    Dec 9 2025

    Higher interest rates have unlocked the powerful strategy of annuity arbitrage — leveraging today’s rate environment to boost guaranteed income, reduce insurance costs, and create tax-efficient legacies. Learn how clients can “refinance” annuities, turn qualified assets into a personalized Roth-like solution, and take control of wealth transfer for future generations.

    For more resources and information please visit: https://p.allego.com/PAIuWuwKG6ZuV8P
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    20 Min.
  • Episode 05: The $210,000 Question for Leveraging QLACs

    Episode 05: The $210,000 Question for Leveraging QLACs
    Nov 25 2025

    Qualified Longevity Annuity Contracts (QLACs) remain one of the most underutilized tools in retirement planning. Hosts Mike McGlothlin and Tim Ash break down the new $210,000 limit, why removing the 25% cap matters for client strategies, and how QLACs can help defer RMDs, reduce taxes, and protect against longevity risk. Listen now to learn how to turn recent legislative updates from the Secure Act 2.0 into tax-friendly solutions for your clients.
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    19 Min.
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