Market Trends and AI Overview

S&P 500 Overconcentration Risks

AI Beyond Hype: Real Growth 

Response to AI from Financial Experts

Avoiding Knee-Jerk Market Moves

Index Annuities for Protection

Wall Street vs Main Street  

Inflation and Housing Impact  

Academic Insights on Stocks

Takeaway: Adjust to Your Sleeping Point

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.

<p>AI is rewriting the rules of investing, but what does that mean for your clients&rsquo; retirement plans? In this episode, we break down the S&amp;P 500&rsquo;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.</p>

Bringing you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who’ve been there and done that. Twice a month, Impactful Conversations skips the jargon and get straight to practical, proven advice—so you can attract more clients, amplify your impact, and build a business that lasts.

<p>Bringing you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who&rsquo;ve been there and done that. Twice a month, Impactful Conversations skips the jargon and get straight to practical, proven advice&mdash;so you can attract more clients, amplify your impact, and build a business that lasts.</p>

Impactful Conversations brings you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who’ve been there and done that. Twice a month, we skip the jargon and get straight to practical, proven advice—so you can attract more clients, amplify your impact, and build a business that lasts.

Impactful Conversations | Stories and Lessons for Financial Advisors

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. 