Podcast by Nationwide
Financial markets have been volatile this week and inflation continues to be high. The FOMC held their January meeting today and provided their outlook on Fed policy. Nationwide's Deputy Chief Economist Bryan Jordan and Senior Economist Ben Ayers share their perspective on what the Fed may be signaling and the outlook on potential tightening for this year and beyond. [NFM-20130AO.19]
Nationwide's Chief Economist David Berson and Deputy Chief Economist Bryan Jordan discuss the state of the consumer and the impact that retail spending and consumer activity could have on the overall economy and financial markets. [NFM-20130AO.18]
The new year begins with the historically high inflation rates, resulting from lingering Covid-related supply chain disruptions and expansionary fiscal and monetary policy. The unemployment rate continues to improve, drawing closer to pre-pandemic levels, with many companies unable to fill job openings. And the Fed has hinted at a more hawkish approach this year, with expectations for tightening monetary policy. Nationwide's Chief Economist David Berson and Senior Economist Ben Ayers share their 2022 outlook for the economy, Fed policy and how the financial markets could be impacted. [NFM-20130AO.17]
Nationwide's Deputy Chief Economist Bryan Jordan provides highlights and perspective of the Nationwide Market Insights quarterly report for the beginning of Q1 2022. To view the quarterly report while you listen to this podcast, visit nationwidefinancial.com/economics [NFM-20130AO.16]
Nationwide's Deputy Chief Economist Bryan Jordan and Senior Economist Ben Ayers discuss the FOMC's December meeting and what the Fed chair said about the change in the pace of tapering asset purchases. Bryan and Ben also provide their perspective on when federal funds rates may increase and how that could impact the economy in 2022. [NFM-20130AO.15]
Nationwide's Chief Economist David Berson and Deputy Chief Economist Bryan Jordan reflect on recent inflation and consumer sentiment data. Inflation remains hot and is still well above the Fed's long term goals. David and Bryan share their thoughts on inflation, inflation expectations, and Fed policy. [NFM-20130AO.14]
Nationwide's Deputy Chief Economist Bryan Jordan and Senior Economist Ben Ayers provide their perspective on November's Employment Report and how it paints a picture of the current labor market and the overall economy. NFM - 20130AO.13
This week saw very positive data across the economy, including retail sales, the National Association of Home Builders housing market index, and industrial production. Yet supply chains are still strained and inflation is at its highest level in several years. Nationwide's Chief Economist David Berson and Senior Economist Ben Ayers provide their perspective on these reports and whether or not they suggest a pickup in the economy ahead. [NFM-20130AO.12]
Consumer price data for October were released this week and the CPI was much hotter than expected, especially for this point of the business cycle. Nationwide's Deputy Chief Economist Bryan Jordan and Senior Economist Ben Ayers share their perspectives on if inflation is mostly the result of Covid's disruptions to supply chains and how the Fed might react to it. [NFM-20130AO.11]
The FOMC recently announced that it would begin to reduce the pace of its asset purchases this month, marking the beginning of the end of an easing cycle launched more than two years ago. Also, October's employment report provided very strong numbers for job market. Nationwide's Chief Economist David Berson and Deputy Chief Economist Bryan Jordan provide their analysis on these two events and how they will impact the economy. [NFM-20130AO.10]
Nationwide's Chief Economist David Berson and Deputy Chief Economist Bryan Jordan provide their perspective on the third-quarter GDP report and how it was impacted by inflation, supply-chain issues and a slowdown in consumer spending. They also discuss recent inflation numbers and whether the rise in prices are typical for this point in the business cycle or if they are a result of the other factors. [NFM-20130AO.9]
Nationwide's chief economist David Berson and senior economist Ben Ayers provide an update on the housing market and recent data for housing starts and existing home sales. [NFM - 20130AO.8]
Nationwide's Deputy Chief Economist Bryan Jordan and Senior Economist Ben Ayers provide their perspectives on the recent jobs report and its impact on the economy. [NFM-20130AO.7]
Nationwide's Deputy Chief Economist Bryan Jordan provides highlights and perspective of the Nationwide Market Insights quarterly report for Q4 2021. To view the quarterly report, visit nationwidefinancial.com/economics
Deputy Chief Economist Bryan Jordan and Senior Economist Ben Ayers provide their perspectives on interest rates and their impact on the economy. NFM - 20130AO.5
Chief Economist David Berson and Senior Economist Ben Ayers provide their perspectives on the September 22 announcement from the Federal Reserve and the Fed's views on the economy, inflation, and future policy. NFM - 20130AO.4
Chief Economist David Berson and Senior Economist Ben Ayers discuss the recent employment numbers and the data from the latest JOLTS survey. NFM-20130AO.2
Nationwide's Chief Economist David Berson and Deputy Chief Economist Bryan Jordan discuss inflation — and whether the recent uptick will persist. [NFM-20130AO.3]
A reposting of a previous episode from the Advanced Consulting Group Podcast. Anne Meagher of the Advanced Consulting Group joins to talk about tax-exempt organizations and how they are treated differently than companies that are subject to federal income tax.
Ryan Patton joins to discuss the new business valuation capability from the Advanced Consulting Group that can help financial professionals when working with their business owning clients.
Kelly Moore speaks with Nationwide Retirement Institute's Julie Ragatz Norton and Jamie Hopkins from the Carson Group about how trust and empathy can drive future client interactions. This conversation explores why financial professionals would want to enhance client trust through empathy and how they can cultivate both. Julie also directs listeners to NationwideFInancial.com/LegacyEssentials to find more great content and an assessment that they can use to guage their trust building skills.
A special needs trust is a key component of a plan for the family with a loved one with special needs. Steve Hamilton and Allison Anne Hoyt from the Advanced Consulting Group talk through why these trust can be helpful and how they work. Follow along with Steve and Allison by asking your wholesaler or the ACG for their guide to Special Need Trust planning. Email the ACG today at ADVCG@nationwide.com.
Desiree Buckner from the Advanced Consulting Group joins the podcast to discuss the opportunity to that many financial professionals are now taking advantage of because of the SECURE Act - the partial Roth conversion. Get the details and hear an example. *The example cited at 21:09 is hypothetical and used to illustrate a partial Roth conversion.
Kristen Hamilton is joined by Nationwide Senior Vice President Kristi Rodriguez and Roberta Eckert of the Nationwide Retirement Institute to discuss the economic impact of COVID on women. Kristi also highlights a new NRI survey that breaks down how caregivers, and more specifically Black caregivers, are faring during the pandemic and the opportunity for financial professionals.
Chuck Rolph from the Advanced Consulting Group joins to discuss the role of fiduciary in retirement plans and defined contribution plans.
Dave Harris of The Nationwide Retirement Institute and Kristen Hamilton from NRI Marketing join Kelly Moore to discuss the importance of planning for health care expenses in and out of retirement, as well as what financial professionals can do to help broach this conversation with clients across generations.
Consultants from the Nationwide Retirement Institute talking about working past age 65 and what that means for those that are Medicare eligible. These consultants share their experiences of working with financial professionals and their clients.
In this episode we dive into Medicare and discuss what should be considered if you have chronic conditions or long-term care conditions.
The Advanced Consulting Group Podcast is evolving to capture the full scope of the Nationwide Retirement Institute. We're kicking off this change with the start of our limited series, Retirement Stories. In this podcast, we are talking with two Nationwide Retirement Institute consultants about what they've experienced when talking with financial professionals and their clients about Medicare. What you need to know!
In this episode we define a nontraditional family and discuss how a financial professional may approach working them. We also lend insight into the needs of a nontraditional family and how those needs may differ from a traditional one. Featuring Tom Duncan, Julie Norton and Cindy Hoes.
Anne Meagher of the Advanced Consulting Group joins to discuss many questions around nonqualified deferred compensation plans during a financial downturn. She discusses options for both employees and businesses including what should be considered before taking money out of a qualified or nonqualified plan.
A reaction to the day in the markets with Nationwide Vice President Ron Ransom, Senior Investment Consultant Mark Hackett and Economist Ben Ayers
RECORDED ON 3/13/20 Nationwide Economist Ben Ayers and Julie Ragatz Norton of the Nationwide Retirement Institute join to discuss the recent changes in the stock market, offer a historical comparison and talk about the investor behavior that contributes to the dramatic changes.
George Schein joins to discuss the recent changes to retirement plans that plan sponsors need to be aware of. George also covers the steps that must be taken to implement these changes and what else is on the horizon.
We deep dive into the SECURE Act with the ACG's retirement plan expert Chuck Rolph and give you a full analysis of the most relevant changes including those around MEPs and PEPs. Also Tom Duncan stops by once again to highlight the changes affecting individuals.
In part two of our talk on the SECURE Act, Tom Duncan breaks down the wealth transfer opportunities that may arise from this new law.
The SECURE Act is now law and Tom Duncan joins the podcast to discuss the background of this legislation and the rule changes around the required minimum distribution age, and beneficiaries of IRAs.
Shawn Britt of the Advanced Consulting Group talks about a strategy where you fund the cost of long-term care coverage with the distributions from an IRA.
Ryan Patton, joins to discuss the rising average age of working farmers and their options for planning retirement and utilizing Medicare and Social Security benefits.
The ACG's HSA authority joins to provide some background on HSAs, what medical expenses are covered and why advisors need to understand them.
Anne Meagher of the Advanced Consulting Group goes in depth on tax-exempt organizations, how they are different from tax paying companies in the benefits that they can offer and how deferred compensation plans work for their key employees.
Shawn Britt stops by to discuss her thoughts on having quality long-term care conversations with clients. She also talks about how you can create an income stream with LTC.
Tom Duncan joins to cover the recent IRS Private Letter Ruling on nonqualified deferred annuities.
Tom Duncan is back to help define financial wellness and how to put yourself or your clients into a position where they can start planning for the future and thinking about the legacy that they want to leave.
In part two of our series on immediate annuities, Tom Duncan joins to talk about additional income tax rules for beneficiaries of nonqualified immediate annuities, estate and gift tax implications, and funding nonqualified immediate annuities via partial exchanges.
Desiree Buckner joins to answer some common questions the ACG often gets about immediate annuities. These questions focus on income taxation rules of nonqualified immediate annuities and IRAs, the 10% tax on pre-59 1/2 distributions, and the inheritance rules for beneficiaries of nonqualified annuities.
Allison Hoyt of the ACG talks about executive bonus plans, what a REBA is and how they can benefit your business owner clients and their employees. She also diagnoses a hypothetical scenario where executive bonus plans can be considered.
Ken Boothe of the ACG completes his countdown of ten big annuity mistakes. In this second part, Ken talks about surrender charges and the importance of reading the annuity contract.
Ryan Patton of the Advanced Consulting Group checks in to discuss qualified opportunity zones, the funds that invest in them and the tax law change that opened up this new opportunity.
Allison Anne Hoyt of the Nationwide ACG makes her podcast debut to discuss asset protection planning, creditors and federal bankruptcy law.
Desiree Buckner of Nationwide's Advanced Consulting Group joins to discuss the bypass trust and funding it with a nonqualified deferred annuity.
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