Podcasts

Greg D. Adams is senior vice president and chief financial officer at American Management Association International. He is the author of Green Shade$: Accountants Aren't Supposed to Die This Way, available on Amazon.

Clients have several options to tackle this unpleasant topic, but for advisers, the best time to start the discussion is now.

Employers can show they are committed to the health of their workers by bringing their wellness programs to life.

Employers must determine if their health insurance plans actually encourage workers to seek care.

Morten Unneberg is CEO of Insurope SC/CV, Insurope Services, Inc., and Insurope Business Services Co., Ltd. Morten has more than 30 years of experience with employee benefits and has been involved in international operations for the last 25 years. Prior to joining Insurope in 2012, he was a Senior Executive with Storebrand in Norway, one of the leading insurance companies in the Nordics. He has also held various sales and sales management positions in Norway and in the USA.

Berkley Charlton is the VP of Product Management at Smarty, a leader in address data intelligence. Prior to Smarty, Charlton worked at Pitney Bowes Software as their managing director of product management. He led the global data business and geocoding business in creating an entire suite of location intelligence, geocoding and data products with their enterprise location intelligence portfolio. Charlton also worked as the VP of strategy and business development at Gadberry Group, where he managed product strategy for geocoding and data products.

Mark Calabria is a senior advisor to the Cato Institute. He is the former director of the Federal Housing Finance Agency.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Exposing young talent to their careers as early as possible could prevent long term labor shortages and turnover rates.