Are You Planning for Retirement Income Differently Than Accumulation?
One of the biggest mistakes I see advisors make while helping with retirement planning is treating retirement like an extension of accumulation. It isn’t.Once a client retires, the question changes from “How do we grow the portfolio?” to “How do we turn what they’ve built into a sustainable paycheck?”That’s exactly what we unpacked in the latest episode of Wolfe on the Street, where I sat down with Jason Sanger, President, Wealth Building Cornerstones, LLC (WBC) and Dr. Wade Pfau, PhD, CFA, RICP® to discuss a more efficient approach to retirement income planning.We dive into:Why income, liquidity, and legacy should be treated as three distinct functions of money in retirementHow the income-liquidity-legacy waterfall can change the way you build a retirement planWhy longevity risk and sequence of returns risk can create challenges for an investment-only approachHow risk pooling and protected lifetime income can potentially create greater efficiencyThe research behind our new waterfall whitepaperHow Quantum’s exclusive MRI system can help advisors take these concepts from research to customized client conversationWhy incorporating an annuity doesn’t have to mean giving up stock-market upsideOne of my favorite takeaways from the conversation is that retirement income planning doesn't have to be an either/or decision between investments and insurance.The goal is to determine how each dollar can work most efficiently, creating the income a client needs while preserving as much liquidity and legacy potential as possible.
5 Aug 2026
Wolfe on the Street Aug 5 2026
WOTS Aug 5
12 May 2026
Wolfe on the Street | The Evolution of FIAs: From Caps to Engineered Growth
Fixed indexed annuities are no longer just about caps and participation rates; I believe they're evolving into something far more sophisticated. In today's conversation, I share what I see as one of the biggest shifts happening in the annuity space: the transformation of FIAs into engineered solutions designed to balance growth, risk, and income in a more intentional way.
As VP of Advisor Development at The Quantum Group, I work with advisors across the country to help them better understand these newer product designs and, more importantly, how to communicate their value in a way that drives growth. With innovations like benchmark-style indexing, multi-year rate certainty, and structured crediting strategies, firms such as Annexus and Innovation Design Group are redefining what's possible and changing how advisors position these products with clients.
If you're still thinking about FIAs the same way you did a few years ago, I think this conversation will challenge your perspective.
Listen Here
https://soundcloud.com/thequantumgroup/wolfe-on-the-street-april-27th/s-NU4laVUyHbZ?utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing&si=88e3f9cab8d644fe96e07e8e657b8da0
Watch Now
https://www.youtube.com/watch?v=99SXY7Kfx9s&feature=youtu.be
17 Apr 2026
Wolfe on the Street Podcast | What’s On Tap for May
INSIDE We're headed back to the New York Stock Exchange!
What does it look like when advisors get direct access to the pulse of the stock market in NYC? On this episode of “Wolfe on the Street,” Scott Drake sits down with AJ Wolfe to break down what's ahead, including our upcoming New York Stock Exchange trip this May. This is a life bucket list event for our advisor partners!
3 Mar 2026
Wolfe On The Street with Blake Storey
Catch up on the newest Wolfe On The Street Podcast where we meet a new member of the team Blake Storey, Director of Business Development.
9 Feb 2026
Wolfe on the Street Podcast | Waste Management Open Edition ️
In this edition of Wolfe on the Street, AJ and Scott dive into what really helps advisors grow, strong product support, smarter marketing, and practical sales and referral training that actually works. They also tease unique, members-only experiences designed to elevate how advisors connect, learn, and scale their business.
7 Jan 2026
Wolfe On The Street with Quantum's Director of Business Development - Stone Nelson
AJ Wolfe, VP of Advisor Development, regularly speaks to advisors about industry news, product updates and strategies to grow their practice.
18 Dec 2025
WolfeOnTheStreet_Jeremy Siegel
Listen to The Wolf on The Street Podcast with your host AJ Wolfe joined by Jeremy Siegel.
18 Dec 2025
WolfeOnTheStreet_Dec2nd
In this exclusive video podcast, AJ Wolfe and Scott Drake articulate the value that Quantum provides, which is unlike any other IMO out there. We're more than a product shop. Not only do you have access to proprietary designs from Annexus and three other limited distribution design firms, with Quantum you also plug into streamlined back-office support focused on helping you do the best for your clients. But that's not all. You also have access to our full-service in-house advertising agency focused on differentiating you from you competitors and putting you in front of qualified prospects.
18 Dec 2025
WolfeOnTheStreet_Nov5th
In this exclusive video podcast, AJ Wolfe and Scott Drake articulate the value that Quantum provides, which is unlike any other IMO out there. We're more than a product shop. Not only do you have access to proprietary designs from Annexus and three other limited distribution design firms, with Quantum you also plug into streamlined back-office support focused on helping you do the best for your clients. But that's not all. You also have access to our full-service in-house advertising agency focused on differentiating you from you competitors and putting you in front of qualified prospects.
18 Dec 2025
WolfeOnTheStreet_Podcast_Sept11th_2025
In this exclusive video podcast, AJ Wolfe and Scott Drake articulate the value that Quantum provides, which is unlike any other IMO out there. We're more than a product shop. Not only do you have access to proprietary designs from Annexus and three other limited distribution design firms, with Quantum you also plug into streamlined back-office support focused on helping you do the best for your clients. But that's not all. You also have access to our full-service in-house advertising agency focused on differentiating you from you competitors and putting you in front of qualified prospects.
25 Mar 2025
Wolfe On The Street | Quantum Elite Advisor Experiences
Our unique producer group events are designed to gather our top advisors at places like the New York Stock Exchange to see what goes into our proprietary product designs while comparing notes with like minded producers. We also discuss our quarterly referral training in Scottsdale that completely turns the tables on how most advisors think about generating referrals. Many advisors have called this event the best training they've ever received!
24 Jan 2025
Quantum Wolfe On The Street Podcast | Expanded Audio/Video Support in 2025
Scott Drake and AJ Wolfe Talk about Quantum's new 4K sq ft Vide and Audio production facility and what it will mean for advisors in 2025.
10 Dec 2024
The Quantum Podcast | AJ Wolfe VP of Advisor Development | How We Help Advisors Grow
AJ Wolfe, VP of Advisor Development, and Scott Drake discuss how Quantum's unique product, marketing, and partnership approach empowers advisors to grow their businesses more effectively.
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