AI is rewriting the rules of investing, but what does that mean for your clients’ retirement plans? In this episode, we break down the S&P 500’s historic concentration, the real impact of AI beyond the hype, and why chasing headlines can sabotage long-term wealth. Get practical strategies for balancing growth with protection, insights from leading academics, and how index annuities fit into a diversified plan.

The Smarter Way to Understand Market Behavior
33:54

What It Really Takes to Expand into a New Market
22:06

The Estate Planning Mistakes Families Regret Most
29:02