Podcast

Tax Efficient Drawdown Strategies for Investment Advisors

February 15, 2023 Admin

Join Robert Powell as he welcomes Schyler Adams, the representative from Allianz Life Insurance, for a thought-provoking conversation exploring the interplay between fintech and annuities in the realm of financial planning.

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About The Exceptional Advisor

The Exceptional Advisor is a monthly podcast from the Investments & Wealth Institute focused on the issues shaping the advisory profession. Host Sean Walters sits down with leading thinkers to unpack markets, policy, technology, and client behavior, translating what matters into insights advisors can use right away.

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