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Charlie Gipple, CFP, CLU, CHFC Blogposts

Roth IRAs: The Simple and the Not-So-Simple

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2022 | Module 1: Practice Management, Module 6: The Academians' Blog, Retirement, Skill Level Advanced, Taxes | 0 Comments

Roth IRAs: The Basics and Not-So-Basics With the tax increases that will almost inevitably happen, the...

Why Only 4% Withdrawal Rates If the Market Has Averaged 10%?

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2022 | GLWBs (Annuity), Indexed Annuities, Module 3: Annuities Education, Module 6: The Academians' Blog, Skill Level Intermediate | 0 Comments

Many years ago, I was sitting with a client who had a $500,000 portfolio and was about to retire. He asked me...

Reasons To Sharpen Your Estate Planning Axe

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2022 | Estate Planning, Module 1: Practice Management, Module 6: The Academians' Blog, Skill Level Advanced | 0 Comments

The Pig Through the Python Lately I have been conducting trainings for the agents of CG Financial Group on Estate...

LTC Annuities: A “Low-Friction” LTC Sale

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2022 | Hybrid LTC Products, Module 3: Annuities Education, Module 5: Long-Term Care Education, Module 6: The Academians' Blog, Skill Level Intermediate, Standalone-Traditional LTCI | 0 Comments

As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...

Medicaid Planning in Plain English

by Charlie Gipple, CFP, CLU, CHFC | Feb 2, 2022 | Estate Planning, Marketing and Prospecting, Module 1: Practice Management, Module 3: Annuities Education, Module 5: Long-Term Care Education, Module 6: The Academians' Blog, Retirement, Skill Level Advanced | 0 Comments

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...

Sequence of Returns and Sequence of Inflation Risks

by Charlie Gipple, CFP, CLU, CHFC | Jan 22, 2022 | Module 1: Practice Management, Module 3: Annuities Education, Module 6: The Academians' Blog, Retirement, Skill Level Intermediate | 0 Comments

This article is a bit of a preface to an article I am making for you that will come out next month. That article will...

What your clients want to know

by Charlie Gipple, CFP, CLU, CHFC | Dec 29, 2021 | Module 1: Practice Management, Module 6: The Academians' Blog, Retirement, Skill Level Intermediate, Social Security, Whitepapers | 0 Comments

Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.

5 Items Your Clients Should Do Prior to Year-End

by Charlie Gipple, CFP, CLU, CHFC | Nov 29, 2021 | Module 1: Practice Management, Module 6: The Academians' Blog, Skill Level Intermediate, Taxes | 0 Comments

It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...

Follow the Science!!! Financial Plans

by Charlie Gipple, CFP, CLU, CHFC | Nov 20, 2021 | Economics, Module 1: Practice Management, Running an Agency, Skill Level Intermediate | 0 Comments

“Follow the Science”!!! Yes, we have heard this a lot over the last 18-months from both sides of the aisle. Because...

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