Financial Professional Content Blogposts

Video: Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2022 | Annuities (Consumer), Consumer Content, Financial Professional Content, Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security, Social Security (Consumer), Taxes, Videos | 0 Comments

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...

Roth IRAs: The Basics and Not-So-Basics

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 18, 2022 | Consumer Content, IRAs and Qualified Money, Long-Term Care (Consumer), News, Retirement (Consumer), Taxes | 0 Comments

With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. ...

Medicaid In Plain English

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 17, 2022 | Annuities (Consumer), Consumer Content, Medicaid, Medicaid (Consumer), Special Category | 0 Comments

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...

The Long-Term Care Option You Never Heard Of…

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 12, 2022 | Annuities (Consumer), Consumer Content, Economic (Consumer), Financial Professional Content, Life Insurance (Consumer), Long-Term Care, Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer), Taxes | 0 Comments

First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...

Why Only 4% Withdrawal Rates If the Market Has Averaged 10%?

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 10, 2022 | Annuities, Financial Professional Content, GLWBs (Annuity), Indexed Annuities | 0 Comments

Many years ago, I was sitting with a client who had a $500,000 portfolio and was about to retire. He asked me...

Reasons To Sharpen Your Estate Planning Axe

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 10, 2022 | Estate Planning, Financial Professional Content, Practice Management | 0 Comments

The Pig Through the Python Lately I have been conducting trainings for the agents of CG Financial Group on Estate...

LTC Annuities: A “Low-Friction” LTC Sale

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 10, 2022 | Annuities, Financial Professional Content, Hybrid LTC Products, Long-Term Care, Standalone-Traditional LTCI | 0 Comments

As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...

Sequence of Returns and Sequence of Inflation Risks

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 22, 2022 | Annuities, Financial Professional Content, Indexed Annuities, Practice Management | 0 Comments

This article is a bit of a preface to an article I am making for you that will come out next month. That article will...

What your clients want to know

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 29, 2021 | Financial Professional Content, Heather Schreiber, Practice Management, Whitepapers | 0 Comments

Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.

Video: My Story of Mt. Everest

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Annuities, Consumer Content, Financial Professional Content, Retirement (Consumer), Videos | 0 Comments

https://youtu.be/QSYBOEWymFY

5 Tax Considerations Before January 1

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Consumer Content, Financial Professional Content, Retirement (Consumer), Taxes | 0 Comments

It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...

Follow the Science!!! Financial Plans

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 20, 2021 | Financial Professional Content, Practice Management, Running an Agency, Technology | 0 Comments

“Follow the Science”!!! Yes, we have heard this a lot over the last few years from both sides of the aisle. Because...

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