As vice president of financial planning, Tom is an integral contributor to the strategic vision around our financial planning initiatives. Additionally, he is critically involved in all partner interactions, thought leadership contributions, and internal training programs.
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We at Advicent are excited to be sponsoring today's episode of the Animal Spirits podcast hosted by Michael Batnick and Ben Carlson. For the listeners that may not be familiar with Advicent, we are the provider of NaviPlan – an industry-leading financial planning solution trusted by over 140,000 financial professionals across over 3,000 firms worldwide. This includes four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American insurance firms.
This episode is a listener mailbag edition where Michael and Ben address a variety of questions about retirement, personal finance, investing, markets, careers, and more. I had the honor of joining the discussion later in the episode to address some of these topics which you can find listed below with timestamps.
31:51 – Converting a previous employer’s sponsored 401(k) plan into current Roth IRA
33:13 – The financial impact of caring for elderly parents and what to consider with long-term-care insurance
37:39 – 457(b) plan strategies and how the plan compares to other plan options
Thanks to Michael and Ben for having me on the show to talk through some of these listener questions. For more information on how NaviPlan helps advisors serve the needs of their clients, click here.
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