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Skill Level Advanced Archives - The Retirement Academy My title page contents

Skill Level Advanced 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...

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...

Case Study: Two IUL Illustrations, Two Completely Different “Minimum DBs”

by Charlie Gipple, CFP, CLU, CHFC | Oct 5, 2021 | Case Studies, Indexed Universal Life, Module 4: Life Insurance Education, Skill Level Advanced | 0 Comments

This is a case study video where I was helping an agent figure out why the minimum DBs where so much different on the...

Webinar Recording From September 8th: The Financial Planning Process

by Charlie Gipple, CFP, CLU, CHFC | Aug 15, 2021 | Module 1: Practice Management, Module 4: Life Insurance Education, Running an Agency, Skill Level Advanced, Technology, Webinar Recordings | 1 Comment

This Retirement Academy Webinar recording is of Charlie demonstrating Financial Planning ideas, Financial Planning...

What is Bitcoin??? Does It Have Value?

by Charlie Gipple, CFP, CLU, CHFC | Jul 28, 2021 | Economics, Module 1: Practice Management, Skill Level Advanced | 3 Comments

First and foremost, the purpose of this article is not to give any advice regarding the validity of investing in...

Why Your Annuity Trumpet Should Get Louder As Interest Rates Decrease

by Charlie Gipple, CFP, CLU, CHFC | Jul 27, 2021 | Economics, GLWBs (Annuity), Indexed Annuities, Module 1: Practice Management, Module 3: Annuities Education, MYGAs and Traditional Fixed Annuities, Skill Level Advanced | 0 Comments

I know the title of this article seems contrary to what you would think but hear me out as I discuss the “relativity...

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