Info

The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
RSS Feed Subscribe in Apple Podcasts
The Resilient Advisor
2022
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
April
March
February
January


Categories

All Episodes
Archives
Categories
Now displaying: November, 2017
Nov 29, 2017
Professor Jamie Hopkins comes on The Resilient Advisor Podcast with Jay Coulter to discuss how sophisticated financial advisors are using home equity as a tool in retirement plans. Jamie has been feature on Consuelo Mack’s PBS show WealthTrack (Link), Forbes (Link) and MarketWatch. 
 
Reverse mortgages are not what they used to be. This episode will be very informative for any financial advisor or financial planner who is stuck in the dogma that the industry has around these tools. You owe it to your clients to understand how these work and how they can help your clients have better outcomes in retirement.
 
Connect With Jamie
 
Website: hopkinsretirement.com
 
Twitter: @retirementrisks
 
 
About Jamie (From The American College Website)
 

Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP®, is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The College. Teaching courses in retirement, estate planning, and life insurance, he has educated thousands of financial services professionals and continues to move the needle for retirement income planning.

 

Professor Hopkins is recognized as one of the leading retirement planning experts in the United States and, in 2015, was selected by InvestmentNews for its list of the top 40 financial services professionals under the age of 40. Professor Hopkins has also contributed numerous articles for periodicals including Villanova Law Review, Nebraska Law Review, and Hastings Science & Technology Law Journal, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association.

 

Professor Hopkins received his Bachelor of Arts degree in political science at Davidson College. He then attended Villanova University School of Law, where he obtained his JD and graduated with honors. He later received his MBA from the Villanova University School of Business. Professor Hopkins also holds an LLM from Temple University and two financial planning designations from The American College: the Chartered Life Underwriter® (CLU®) and Retirement Certified Professional® (RICP®).

Nov 16, 2017
Will Rhind, the CEO and Found of GranitesShares joins Jay Coulter on this episode of The Resilient Advisor Podcast to discuss portfolio construction with broad-based commodity ETFs and gold ETFs. 
 
What We Discuss:
 
Does it make sense to use the ETF structure for commodity structure?
 
The Bloomberg Commodity Index vs the GSCI Index.
 
The implications of the recent energy drawdown.
 
Mean Reversion implications for index investors.
 
COMG vs COMB
 
Gold ETF's as a part of a diversified portfolio.
 
BAR ETF as a unique gold ETF. (It is not leased out by prospectus) 
Connect With Will:
 
Website: Graniteshares.com
 
 
About Will (From His Website)
 

In 2016, Will Rhind challenged himself to find a way to do things differently. As a 16-year veteran of the ETF industry with experience working at, building and running, well-established successful ETF businesses, he made a keen observation: investing just isn’t as exciting as it once was.

 

Will asked himself is how do you bring back that excitement? As an experienced entrepreneur, he decided to answer that question by launching his own ETF company - GraniteShares was born.

 

Will’s focus on disrupting the financial industry has taken GraniteShares from an idea to a successful start-up garnering the attention of Bain Capital and other well-known ETF investors who support his passion to create products that will change the way people see investing.

 

Will spends his time outside of GraniteShares with his wife and three children. He’s on the Board of Directors of the Bath University Foundation, has a passion for classic cars, Manchester United, and travel – especially back to his roots in Aberdeen, Scotland, “The Granite City”.

Tags: Jay Coulter, Resilient Advisor, The Resilient Advisor, Portfolio Construction

Nov 8, 2017

On this podcast, Charlie Bilello from Pension Partners comes on to discuss some of their recent research on the equity markets, volatility and how to position gold in a portfolio.  

Tags: The Resilient Advisor, Resilient Advisor, Jay Coulter

Nov 3, 2017
This week Morgan Stanley is exiting the Recruiting Protocol. While the implications are not exactly clear at this time, Attorney Joel Beck discusses what we know at this time. 
 
Connect With Joel
 

   Phone: (678) 783-3692 Office

   Email: joel@thebeckfirm.com

 

   Website: http://thebeckfirm.com

1