Why now is the time to consider adding Annuities to your tool belt!

Wealth Talk with Gary Garrison

Wealth Talk with Gary Garrison

22:42

We are here recording live at Medallia Experience at the Wynn in Las Vegas, and have been seeing and hearing some amazing things about how AI can enhance the customer experience as well as enable teams at organizations to create more meaningful connections with customers. Today we’re going to talk about how AI can help to create better experiences for customers before, during, and after their interactions. To help me discuss this topic, I’d like to welcome Fabrice Martin, Chief Product Officer at Medallia. RESOURCES Medallia: https://www.medallia.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

for ca. et år siden

MP3•Episode hjem

Why now is the time to consider adding Annuities to your tool belt!

13 episoder

#Business #Social #Security #Roth #401k #Medicare #Medicaid #Long #Care #Annuity #Insurance #Investing #Advisory #Gary Garrison #Trading #IRA #Terms #Service

Why now is the time to consider adding Annuities to your tool belt!

Wealth Talk with Gary Garrison

published for ca. et år siden

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MP3•Episode hjem

Why now is the time to consider adding Annuities to your tool belt!

13 episoder

#Business #Social #Security #Roth #401k #Medicare #Medicaid #Long #Care #Annuity #Insurance #Investing #Advisory #Gary Garrison #Trading #IRA #Terms #Service

Alle episoder

Wealth Talk with Gary Garrison

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Your Retirement Targets

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During this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.

Wealth Talk with Gary Garrison

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Three Retirement Windows

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During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.

Wealth Talk with Gary Garrison

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Yes, you need an estate plan

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During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.

Wealth Talk with Gary Garrison

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8 Signs You’re Ready to Retire

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During this episode, we’ll discuss eight signs that could tell you that you’re ready to retire as well as traits that lead to more retirement savings.

Wealth Talk with Gary Garrison

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Women’s Retirement Planning Needs

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During this episode, we’ll examine and discuss retirement steps that are unique to women.

Wealth Talk with Gary Garrison

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Social Security in 2025

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During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.

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Navigating Your IRA_401K with a New President in Office

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A new president brings potential changes to tax laws and economic policies, which can significantly impact your retirement savings. In this episode, we'll explore how a new administration's policies could affect your IRA and 401(k) contributions, withdrawals, and overall investment strategies. We'll provide actionable advice on how to navigate these potential changes and ensure your retirement plan remains on track.…

Wealth Talk with Gary Garrison

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Ways to Protect Against Long-Term Care Costs

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In this episode, we delve into the often-overlooked but crucial topic of long-term care costs. We'll explore the various options available to protect your assets and ensure you receive the care you need in the future. From customizable hybrid insurance to innovative financial strategies, we'll provide you with the knowledge and insights to make informed decisions about your long-term care planning.…

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Account Rollovers and Conversions

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This episode dives deep into the world of account rollovers and conversions. We'll explore the different types of accounts, the tax implications of each, and provide actionable advice on how to navigate the complexities of transferring your retirement savings. Whether you're changing jobs, consolidating accounts, or simply looking to optimize your investment strategy, this episode will equip you with the knowledge you need to make informed decisions about your financial future.…

Wealth Talk with Gary Garrison

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Why now is the time to consider adding Annuities to your tool belt!

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Why now is the time to consider adding Annuities to your tool belt!

Wealth Talk with Gary Garrison

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Add These to Your Anti-Bucket List

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On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

Wealth Talk with Gary Garrison

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Reducing Taxes on Retirement Withdrawals

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During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.

Wealth Talk with Gary Garrison

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Rollover or Stay Put?

for 20 weeks siden