In today’s episode, Doug talks with Kevin Jones, Divisional Sales Manager at Lincoln Financial, about why fixed indexed annuities (FIAs) are gaining traction amid market volatility. With cash on the sidelines, record 401(k) balances, and the “Peak 65” retirement wave underway, Kevin highlights how FIAs offer downside protection, tax-deferred growth, and equity market exposure—making them a strong fit for today’s retirement portfolios.

Kevin also shares updates on Lincoln’s DRC 10 trigger strategy, which has delivered competitive returns and now includes a trigger lock option for added rate certainty. Looking ahead, Lincoln is expanding its FIA lineup with two new multi-year participation accounts. Beyond products, Kevin emphasizes advisor support through Lincoln’s Market Intel Exchange, a curated resource helping professionals educate and empower clients to make confident financial decisions.

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Resources: Lincoln Financial

A fixed indexed annuity is intended for retirement or other long-term needs. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expenses. A fixed indexed annuity is not a registered security or stock market investment and does not directly participate in any stock or equity investments, or index. 

Lincoln fixed indexed annuities are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Contractual obligations are subject to the claims-paying ability of The Lincoln National Life Insurance Company.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.

For more information, visit LincolnFinancial.com.

LCN-7912508-042925

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On today’s episode, Doug talks with Dana D’Auria, Group President and Co-Chief Investment Officer at Envestnet. Dana shares how advisors can support clients through turbulent markets by staying connected, reinforcing long-term discipline, and ensuring portfolios align with risk tolerance. With volatility driven by headlines and sudden policy shifts, she highlights the importance of steady guidance.

Dana also unpacks how new tariffs are raising concerns around both inflation and slowing growth—reviving fears of stagflation. She stresses the role of customized solutions, especially tax-aware strategies, and draws on lessons from 2008 and COVID to show how thoughtful planning can make all the difference. In uncertain times, clear communication and a steady hand remain the advisor’s greatest tools.

Recorded at Envestnet Elevate 2025

Resources: Envestnet

Disclosures:

The information, analysis, and opinions expressed herein are for general information only. The views expressed herein reflect the judgement of the speakers as of the recording date and are subject to change at any time without notice. Information obtained from third party resources are believed to be reliable but not guaranteed. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Past performance is not indicative of future results.

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Today, Doug talks with Matt Hougan, CIO of Bitwise Asset Management, about Bitcoin’s rapid evolution into a more stable, institutionally accepted asset. Matt explains how improved custody, regulation, and ETF access have significantly de-risked Bitcoin over the last five years, making it a viable portfolio enhancer—especially at small allocations of 1–5%.

He outlines the “Three Horsemen” driving Bitcoin demand—ETFs, corporations, and governments—and why their combined influence, against a fixed supply, is reshaping the market. With institutional adoption growing and behavioral risks better managed through advisor guidance, Matt argues that Bitcoin is following a natural path to becoming digital hard money.

Resources: Bitwise Asset Management

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