Retirement Inside Out with Tom Lamendola

What happens when women in finance stop waiting for permission and start telling their stories? In this episode, Leslie Lipscomb, Senior Vice President at FIG, sits down with Jessica Schloemp, Director of Operations at FIG, to share the heart behind  Financial Trendsetters 2, [https://www.amazon.com/Financial-Trendsetters-Redefining-Success-Finance-ebook/dp/B0F84JH4Y7] a collaborative book written by 12 women who are redefining what it means to lead in financial services. They’ll give us a behind-the-scenes look at the creation of this book, all while discussing imposter syndrome, accountability tribes, and why women’s stories must be heard, especially in male-dominated industries. This conversation is about more than a book release- it’s about vulnerability, courage, connection, and lifting others as you rise. Plus, all proceeds from the book support an awesome cause that you’ll want to hear more about! Here’s some of what we discuss in this episode: 📚 Behind the scenes of Financial Trendsetters 2 🧠 Combating imposter syndrome 🤝 What it really means to be a “trendsetter” 🎯 The power of accountability circles 🎓 Fueling the future with scholarships for women in finance   Resources for this episode: Get your copy of Financial Trendsetters 2: https://shorturl.at/1qEyu [https://shorturl.at/1qEyu] Learn About FIG: https://www.figmarketing.com [https://www.figmarketing.com/]  800-527-1155

As the financial world evolves at lightning speed, staying ahead means embracing smarter tools- not just for efficiency, but for better outcomes. In this episode, guest host Shawn Sigler sits down with Keith Burger, Executive Vice President and Head of Institutional Channel Sales at FIG, to unpack the power of Lifecycle Manager- FIG’s proprietary, advisor-focused technology that’s transforming how annuity and insurance portfolios are managed. Keith shares how this tool consolidates complex carrier data into a single, actionable platform, making it easier for advisors to evaluate legacy contracts, uncover new opportunities, and elevate the client experience. We’ll also explore some real-life examples of how this technology can drive superior outcomes for clients. If you're an advisor looking for ways to elevate service, stay competitive, and turn disruption into opportunity, this conversation is a must! Here’s some of what we discuss in this episode: 💻 What Lifecycle Manager is and why it matters 🤝 How tech enhances, rather than replaces, human relationships 🔄 Why “refinancing retirement” matters more now than ever 📊 What’s next: AI, life insurance integration & improved UI   Learn About FIG: https://www.figmarketing.com [https://www.figmarketing.com/]  800-527-1155

Today, Hamilton Morales, Senior VP and Social Security Strategist at FIG, is taking over as host to walk through some important Social Security changes taking place in 2025. He explains the newly signed Social Security Fairness Act, which eliminates the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). This change restores full Social Security benefits to millions of public sector workers who were previously penalized and even offers retroactive payments dating back to January 2024. He also covers important annual updates, including higher taxable wage bases, earnings limits for early retirees, and the new cost-of-living adjustment (COLA). Plus, he previews potential legislation that could eliminate taxes on tips, overtime, and Social Security benefits altogether, while raising important questions about how to protect Social Security’s long-term solvency.   Here’s some of what we discuss in this episode: 📈 Important 2024 and 2025 Social Security changes 🏛️ What is the Social Security Fairness Act? 📉 Impact of eliminating WEP and GPO penalties 💵 Future push for no tax on tips, overtime, and benefits 🛠️ How future reforms could affect Social Security solvency   Learn About FIG: https://www.figmarketing.com [https://www.figmarketing.com/]  800-527-1155

Today, Arron Price, COO at FIG, takes over as host and is joined by Jessica Schloemp, DOO at FIG. Jess is here to unpack what makes operations truly tick and how culture, collaboration, and self-awareness shape the way teams show up and succeed. Jess will share her experience building and leading a 34-person operations team, none of whom came from the insurance world, by focusing less on resumes and more on mindset, adaptability, and heart. From empowering team members to take ownership, to replacing meeting culture with real, solution-focused collaboration, this conversation is packed with insights for leaders looking to build more engaged and effective teams. We also unpack what it means to lead authentically, how to build true self-awareness, and why being unapologetically yourself is a value worth holding onto at every level of business.   Here’s some of what we discuss in this episode: 🛠️ Building operational teams that solve problems 🧠 Why culture should be intentional, not accidental 🤝 Intentional collaboration vs. meetings: what drives real progress 👥 Embracing authenticity and self-awareness at work 🌱 Hiring for potential, not just resumes   Learn About FIG: https://www.figmarketing.com [https://www.figmarketing.com/]  800-527-1155

It’s an exciting day on The Retirement Inside Out Podcast! Guest host Shawn Sigler, Executive VP at FIG, is taking over the mic today for a special conversation with David McKnight [https://www.powerofzero.com/]- best-selling author, speaker, and financial strategist. With over two decades of experience in the financial industry, David has helped countless advisors transform their approach to retirement planning through his Power of Zero program. [https://www.powerofzero.com/marketing-program] David will share some powerful insights from his book, The Power of Zero, [https://www.amazon.com/Power-Zero-Revised-Updated-Retirement/dp/1984823078] and discuss the inspiration behind his latest bestseller The Guru Gap. [https://www.amazon.com/Guru-Gap-Americas-Financial-Leading/dp/1637746628?tag=googhydr-20&source=dsa&hvcampaign=books&gclid=CjwKCAjw7pO_BhAlEiwA4pMQvGzVVYxOacv_JV4JBPEwHqVacleWcPANklZh25eUEB9CZRInwKeHJxoCGT4QAvD_BwE] Shawn and David also dive into why financial advisors are seeing massive success with the Power of Zero marketing program. If you’re tired of cold calls, dinner seminars, or unpredictable prospecting, this system might be what you’ve been searching for! Here’s some of what we discuss in this episode: * David’s background, the Power of Zero message, and partnership with FIG * Why David wrote his new book, The Guru Gap * The benefits of starting a YouTube channel for financial advisors * The success advisors are having inside the Power of Zero program * Next steps if you’re interested in learning more about the Power of Zero Resources for this episode: Learn more about The Power of Zero: https://www.powerofzero.com/ [https://www.powerofzero.com/] David’s YouTube Channel: https://www.youtube.com/channel/UCGxUwL7NvZUyLfgO18h3e2g [https://www.youtube.com/channel/UCGxUwL7NvZUyLfgO18h3e2g] Learn About FIG: https://www.figmarketing.com [https://www.figmarketing.com/]  800-527-1155