The Adviser You Can Talk To Podcast

An Investment Podcast

The Adviser You Can Talk To

Retirement Savings Rules Have Changed: Unpacking the SECURE Act

Featuring Patrick Carlson, Bob Lepson and Geoff Turner

The SECURE Act, signed into law at the end of 2019, is the most significant new legislation affecting retirement investing in more than a decade. In this illuminating conversation, Vice President of Wealth Services Patrick Carlson sits down with Vice President Bob …

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If you’ve got that large IRA balance, talk to a financial planner sooner rather than later about whether you’re going to need to update your estate plan.

Patrick Carlson, JD, LLM

Vice President of Wealth Services

Iran Impacts: How Middle East Tension Affects Markets

FEATURING Jim Lowell and Brian Mackey

The specter of conflict with Iran has dominated headlines recently. Should it also determine your investment strategy? In this episode of The Adviser You Can Talk To Podcast, Chief Investment Officer Jim Lowell and Deputy Director of Research Brian Mackey break down the research on …

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The Taxman Cometh: Required Minimum Distributions and Your Portfolio

Featuring Dina Milne and Alec Rosen

You spend your whole career growing your tax-deferred investment accounts like 401(k)s, 403(b)s and IRAs. And once you reach age 70½, the IRS requires that you start withdrawing your savings (thus giving Uncle Sam his annual income-tax cut) through what’s known as required minimum …

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Vanguard vs. Fidelity: What Today’s Investor Needs to Know

Featuring Dan Wiener and Jim Lowell

Vanguard’s and Fidelity’s growth and evolution over the past 25 years have been astounding to watch, and we’ve been paying close attention all the while. Getting data on their managers and services was once like squeezing water from a stone, but today’s investors are …

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All About Roth IRAs

Featuring Andrew Busa and Rick Winters

Roth IRAs—you may have heard of this type of individual retirement account, but do you know how to use one? In this episode of The Adviser You Can Talk To Podcast, financial planning specialists Andrew Busa and Rick Winters give an in-depth explanation of …

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Protect Yourself From Yourself: 5 Investing Biases to Know

Featuring Dan Wiener and Josh Jones

Every investor has unique needs and goals driving their investment strategy. But the behaviors that can derail that strategy are universal. Failing to recognize and factor these innate biases into your investment decision-making can lead to missed opportunities or compound missteps. You can’t control …

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Special Report

The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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AdviseHer: Dealing With Divorce—How to Financially Survive (and Thrive)

Featuring Dina Milne, Kate Austin and Diana Linn

While younger couples are splitting up less often, the divorce rate for people 55 and older has tripled since 1990. These so-called “gray divorces” just before or during retirement emphasize the importance of knowing what you and your spouse have for assets …

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Make Sure Your Charitable Giving Adds Up

Featuring Charlie Toole, Kari Wolfson and Rick Winters

At Adviser Investments, many of our clients are committed to supporting the causes that matter to them. Deciding on the best way to give can be a challenge, but it doesn’t have to be. In this episode of The Adviser You Can …

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5 Key Questions: Finding the Right Estate Attorney for YOU


You’ve worked long and hard to build a legacy for your loved ones—you deserve the peace of mind that comes with knowing your wishes will be carried out. And there’s a lot more to it than merely drafting a will. Join our …

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Your Legacy’s Instruction Manual: Trusts and How to Use Them


A trust might be the most powerful estate-planning tool you haven’t explored yet. And despite their reputation as a tool of just the very wealthy, they can be helpful for people across the income and wealth spectrum. Listen in to hear Adviser Investments’ …

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Insurance Through the Ages: What Coverage Do I Need Now?


Insurance needs vary depending on what stage of life you’re in. But regardless of whether you’re just starting your career, building assets and raising a family, or headed into retirement, the world presents perils that require protection. And that’s where insurance comes …

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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Answering Your Questions About Social Security


Social Security can be complicated. Fortunately, our experts have answers to some of your most complex questions. In the final installment of a three-part series, wealth planning professionals Dina Milne and Alec Rosen take listener requests and cover some of the trickier aspects of …

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AdviseHer: How to Know When Homebuying’s Right For You

Featuring Dina Milne, Megan Higgins, Sophie Benander and Jen Zebniak

Deciding when or even if you should buy a home can be a complicated, emotional process—and it’s something more women are doing on their own than ever before. In this episode of our AdviseHer podcast series, our presenters discuss the …

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