Curtis Cloke's guest appearances

Curtis Cloke

Financial Quarterback Josh Jalinski

That Annuity Show

Retire Right with Reverse Rob

Wade Pfau

David Blanchett

Don Graves

Jamie Hopkins

Tom Hegna

Steve Vernon

Robert Kiyosaki

Jill Schlesinger

Scott Smith

Gideon Drucker

Joe Saul-Sehy

Patrick Donohoe

Ted Benna

Kathy Fettke

Chris White

OwlTail

Housing Wealth Strategies,  Preparing Clients for Retirement, and Reverse Mortgages with Financial Professional Curtis Cloke

<p>Housing Wealth Strategies,  Preparing Clients for Retirement, and Reverse Mortgages with Financial Professional Curtis Cloke</p>

Housing Wealth Strategies,  Preparing Clients for Retirement, and Reverse Mortgages with Financial Professional Curtis Cloke

We're living in remarkable times with the release of an amazing range of both paid and open-source tools to help us stress-test retirement plans. Curtis Cloke, Owner and Principal of CurtisCloke.com joins us this week to talk about how to maximize the impact of our tools by focusing first on listening to the needs of clients. We discuss his process used to construct customized income plans for his clients. In addition, we talk about recent M&amp;A activity, digital sales, and the potential of augmented reality to create vivid pictures for client.

We're living in remarkable times with the release of an amazing range of both paid and open-source tools to help us stress-test retirement plans. Curtis Cloke, Owner and Principal of <a href="http://CurtisCloke.com" rel="nofollow" target="_blank">CurtisCloke.com</a> joins us this week to talk about how to maximize the impact of our tools by focusing first on listening to the needs of clients. We discuss his process used to construct customized income plans for his clients. In addition, we talk about recent M&amp;A activity, digital sales, and the potential of augmented reality to create vivid pictures for client.

094 Obsess About The Retirement Planning Conversation, Not The Tools with Curtis Cloke

Josh Jalinski

He has over 25 years of experience in income distribution planning.

FQB Host Josh Jalinski Talks to Guest Curtis Cloke, Award Winning Financial Professional and Retirement Income Expert, Trainer, and Speaker