Alternative Universe Podcast: How to Maximize Retirement Income

Episode 015: On this week’s episode of Mammoth Technology’s Alternative Universe Podcast, I talk with Jack Sharry, EVP & Chief Growth Officer at LifeYield.

Throughout his career, Jack has interacted with innovators, leaders, and disruptors who share his passion for combining human and digital advice. Jack and I talk about how to maximize retirement income. Jack emphasizes the shift towards solutions-oriented approaches in financial planning and the need to integrate tax optimization into portfolio management.

A few key takeaways from this week’s episode:

1. Listening is a crucial skill in the financial services industry. By listening to clients' pain points and concerns, advisors can better understand their needs and provide tailored solutions.

2. The industry is moving towards a solutions-oriented approach, integrating elements like equities, ETFs, alternatives, annuities, and tax optimization to improve client outcomes.

3. The industry's future lies in platforms and ecosystems that coordinate and integrate different elements of financial planning, including tax optimization, risk management, and social security planning.

The episode is available now on your favorite podcast platform:

• Spotify

• Apple Podcasts

• Youtube

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Mammoth Technology, click here to grab 15 minutes.

Steve Zuschin