Oct 28, 202619 min
Clients often underestimate how long their retirement could last. In this episode, we explore why longevity risk deserves a bigger place in retirement planning conversations and how advisors can approach it with...
business
From Accumulation to Activation
Hosted by Ash Brokerage · business · EN-US
About this Podcast:
Turn today’s market forces into tomorrow’s wins! Follow From Accumulation to Activation for concise, high‑impact episodes that help growth‑minded financial advisors translate complex changes into clear client conversations.Each episode unpacks the $44 trillion wealth transfer reshaping retirement planning — equipping you to respond to behavioral shifts, legislative updates and new retirement trends that may improve the financial security of your clients.Expect a candid discussion around practical frameworks and real‑world cases to position annuities, Social Security and other retirement income strategies that can help keep clients from running out of money.Produced by Ash Brokerage, an Integrity company. This podcast is for financial professional use only and is not intended for use with the public. Material is for informational purposes only and is not intended to provide tax, legal or investment advice. The opinions expressed in this podcast are those of the participants and do no
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Contact path
Verified email
Booking probability
30%
Guest openness
Selective
80/100
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Signup to Generate a PitchQuestions about From Accumulation to Activation
What is From Accumulation to Activation about?
Turn today’s market forces into tomorrow’s wins! Follow From Accumulation to Activation for concise, high‑impact episodes that help growth‑minded financial advisors translate complex changes into clear client conversations.
Who hosts From Accumulation to Activation?
From Accumulation to Activation is hosted by Ash Brokerage. The show has published 21 episodes to date.
What has From Accumulation to Activation covered recently?
Recent episodes include "S2 Ep3: Longevity Risk - Rethinking Retirement Conversations for Advisors" (28 October 2026, 19 minutes), "S2 Ep 2 - MYGAs vs Bonds: A Practical Look at Guaranteed Yield in Retirement Portfolios" (14 October 2026, 23 minutes), and "S2 Ep 1: Navigating IRMAA and Healthcare Costs in Retirement" (30 September 2026, 19 minutes).
How often does From Accumulation to Activation publish?
From Accumulation to Activation publishes roughly every two weeks, with episodes averaging 21 minutes across 21 episodes.
How hard is it to get booked on From Accumulation to Activation?
Booking probability for From Accumulation to Activation is 30%, and the host is rated Selective on guests. From Accumulation to Activation requires a Pod Score of 80 or higher. From Accumulation to Activation's contact route on record: verified email.
Who should pitch From Accumulation to Activation?
The strongest fits for From Accumulation to Activation are Investment Banking & Trading. From Accumulation to Activation has a business audience.
About the host
Ash Brokerage hosts From Accumulation to Activation, a business podcast with 21 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Oct 14, 202623 minIn today's rate environment, guaranteed retirement income is doing more heavy lifting than ever. In this episode we explore how Multi-Year Guaranteed Annuities (MYGAs) may fit alongside — or alongside a portion of —...
Sep 30, 202619 minSeason Two kicks off with a deep dive into one of the most overlooked risks in retirement planning: healthcare costs. We unpack IRMAA — the Medicare surcharge that catches many retirees off guard — and discuss general...
Jun 16, 202622 minIn this episode, we discuss the importance of focusing on outcomes in retirement planning, including the role of annuities and MYGAs in providing stability and predictable income. The conversation covers tax deferral...
Episode #16
EP 17: Annuity Liquidity, Market Value Adjustments, and QLAC Strategies in Retirement Planning
Jun 2, 202622 minS0<p>This episode examines the role of liquidity in annuities, the impact of market value adjustments, and the strategic use of QLACs in retirement income planning. Listeners will learn about surrender charges, free...
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May 19, 202623 minS0<p>This episode examines important factors in retirement income planning, including annuity expenses, fee structures, and the role of tax-deferred growth. The conversation focuses on how different financial strategies...
May 5, 202621 minS0<p>In this episode of Accumulation to Activation, Mike and Tim analyze the Fisher Investments “Annuity Insights” report and discuss the importance of contract understanding, product evolution, and professional guidance...
Apr 21, 202623 minS0<p>In this episode of Accumulation to Activation, the hosts examine how fixed and fixed indexed annuities are being evaluated as bond alternatives within retirement income planning.</p><p>Mike, Tim, and Steve discuss...
Apr 7, 202621 minS0<p>The episode examines how advisors can evaluate existing annuity contracts in light of changing interest rates, shifting client goals, and retirement risks. By introducing the concept of “refinancing retirement,” the...
Episode #12
Ep 12: Refinancing Retirement - Using Annuity Performance Reviews to Improve Income and Outcome
Mar 24, 202622 minS0<p>As interest rates change, retirement income strategies should be reviewed—not ignored. In this episode of Accumulation to Activation, Mike McGlothlin and Tim Ash explore how annuity performance reviews can help...
Mar 10, 202624 minS0<p>Qualified retirement accounts represent one of the largest sources of wealth for most Americans—and one of the biggest planning challenges. In this episode of Accumulation to Activation, Mike McGlothlin and Tim Ash...
Feb 24, 202622 minS0<p>Transferring wealth across generations requires intentional planning and proactive family engagement. In this episode of Accumulation to Activation, Mike McGlothlin and Tim Ash discuss multigenerational planning...
Feb 10, 202620 minS0<p>In this episode of Accumulation to Activation, Mike McGlothlin and Tim Ash discuss key retirement planning considerations for middle America, including Social Security coordination, retirement income concepts...
Jan 27, 202621 minS0<p>As record numbers of Americans turn 65 in 2026, healthcare and retirement income planning become critical focus areas for financial advisors. In this episode of Accumulation to Activation, Mike McGlothlin and Tim Ash...
Jan 13, 202620 minS0<p>2026 brings a surge of Americans turning 65, creating new challenges for financial advisors. In this episode, Mike McGlothlin and Tim Ash share actionable strategies to help clients transition from employment to...
Dec 9, 202520 minS0<p>Higher interest rates have unlocked the powerful strategy of annuity arbitrage — leveraging today’s rate environment to boost guaranteed income, reduce insurance costs, and create tax-efficient legacies. Learn how...
Nov 25, 202519 minS0<p>Qualified Longevity Annuity Contracts (QLACs) remain one of the most underutilized tools in retirement planning. Hosts Mike McGlothlin and Tim Ash break down the new $210,000 limit, why removing the 25% cap matters...
Nov 11, 202522 minS0<p>Living longer sounds great — until clients face the financial and emotional realities that come with it. In this episode of From Accumulation to Activation, Tim and Mike unpack the risks of outliving your income...
Oct 28, 202523 minS0<p>Can your clients turn their 401(k) into a pension-like asset? In this episode, Mike and Tim unpack the concept of ‘pensionizing’ using an annuity, explore QLAC strategies and share how advisors can help clients...
Oct 14, 202515 minS0<p>Explore how the One Big Beautiful Bill Act reshapes estate and tax planning. Learn what's new, such as clarity on estate tax exemptions, and what remained in place, including retirement contribution limits and RMD...
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