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Module 1: Practice Management Archives - The Retirement Academy My title page contents

Module 1: Practice Management 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...

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...

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...

Whitepaper: Year End Planning and Tax Uncertainty

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

Webinar Recording: An Interview With An Estate and Elder-Law Attorney

by Charlie Gipple, CFP, CLU, CHFC | Oct 13, 2021 | Estate Planning, Module 1: Practice Management, Module 4: Life Insurance Education, Module 5: Long-Term Care Education, Regulations, Running an Agency, Skill Level Advanced, Taxes, Webinar Recordings | 0 Comments

Wednesday, October 20, 11:00 CST - Noon CST The Retirement Academy (www.retirement-academy.com) was joined by a very...

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