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The Advanced Consulting Group Podcast

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Location:

United States

Language:

English

Contact:

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Episodes

Asset Protection Planning - NFM-17960AO

11/5/2018
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Allison Anne Hoyt of the Nationwide ACG makes her podcast debut to discuss asset protection planning, creditors and federal bankruptcy law.

Duration:00:21:52

The B Trust and nonqualified deferred annuities - NFM-17872AO

9/17/2018
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Desiree Buckner of Nationwide's Advanced Consulting Group joins to discuss the bypass trust and funding it with a nonqualified deferred annuity.

Duration:00:26:43

Cash Balance Plans - NFM - 16842AO

10/19/2017
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Chuck Rolph and Christine Cushman of the Advanced Consulting Group join Chad to explain cash balance plans, their history and how they work.

Duration:00:28:00

10 Big Annuity Mistakes Part 1 - NFM - 16851AO

9/22/2017
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We count down ten big annuity mistakes with the ACG's Ken Boothe. In this first of two parts, Ken talks about naming the client's estate as beneficiary, taking distributions too soon and much more.

Duration:00:11:52

Informal caregiving with Shawn Britt - NFM-16880AO

9/21/2017
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Chad Queen talks with the ACG's long-term care specialist Shawn Britt on baby boomers and the LTC crisis that is informal care giving.

Duration:00:10:36

Nonqualified deferred comp and SERP with Anne Meagher - NFM - 16601AO

7/12/2017
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Breaking down nonqualified deferred compensation and supplemental executive retirement plans with the ACG's Anne Meagher.

Duration:00:13:27

Entity to Cross Purchase with Jake Bosacki and Dave Smucker - NFM - 16208AO

4/25/2017
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Restructuring a business from an entity purchase buy/sell agreement to a cross purchase and how it is funded with the ACG's Jake Bosacki and Dave Smucker.

Duration:00:14:55

A history of ERISA with Chuck Rolph - NFM - 16192AO

4/5/2017
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ERISA and DOL specialist Chuck Rolph talks through the history of ERISA and touches on adviser compensation and fiduciary status.

Duration:00:24:00

Annuities In Medicaid Planning With Tom Duncan - NFM - 16226AO

2/23/2017
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Tom Duncan of the Advanced Consulting Group joins Chad to discuss how to utilize immediate annuities in Medicaid planning. He touches on why it's useful, the process that should be taken and everything else you should know.

Duration:00:21:38

Elder Care Planning And LTC With Shawn Britt - NFM-15948AO

10/18/2016
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Chad talks with Nationwide's long-term care specialist Shawn Britt about the need for LTC, considerations and solutions. They also cover common elder care scenarios and the ways that product solutions are paid out.

Duration:00:27:38

Farm Transition Planning And Land As Your Legacy With Don Schrieber - NFM-15784AO

9/16/2016
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Don Schreiber of the Nationwide Advanced Consulting Group talks with Chad about business succession planning, especially in the farm community and Nationwide's unique program Land As Your Legacy.

Duration:00:18:33

Nonqualified Annuity Stretch With Desiree Buckner - NFM - 15712AO

8/18/2016
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Desiree Buckner of the Advanced Consulting Group joins Chad Queen to discuss the nonqualified annuity stretch concept and how it is used.

Duration:00:24:55

Buy/Sell Agreements w/ Jake Bosacki - NFM-15271AO

4/19/2016
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Chad Queen talks to Jake Bosacki of the Nationwide® Advanced Consulting Group about buy/sell life insurance agreements for multiple owner businesses and what triggers them. Nationwide and the Nationwide N and Eagle are service marks of Nationwide Mutual Insurance Company. ©2016 Nationwide

Duration:00:16:53