ACERCA DE ESTE EPISODIO
Looking for financial concepts explained without the industry jargon?
In this special episode, members of the Ameritas advanced planning team, Troy Branch, Jacob Messick and Keali Jo French, play “Pardon My Jargon. Can You Define That?” They turn financial planning, investing, retirement and tax terms into a fast-paced competition with one goal: making complex concepts simple.
Each participant is given common industry terms—like fiduciary, diversification, tax brackets and Roth conversions—and must explain them in plain language with zero jargon. A panel of judges scores each definition, and the highest score wins. It’s a fun test to show just how challenging, and important, it is to communicate financial concepts and strategies in a way people can truly understand.
If you're watching on YouTube, be sure to like, subscribe and share your questions in the comments for future episodes. Prefer listening on the go? You can find Future Focus: A Financial Strategies Podcast on Apple Podcasts, Spotify or wherever you get your podcasts. Follow, rate and review the show, and send your questions to futurefocus@ameritas.com.
Future Focus: A Financial Strategies Podcast
Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.
Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more.
Learn more about Ameritas: https://www.ameritas.com/about/
Find a financial professional who can help: https://www.ameritas.com/contact/find-a-financial-professional/?utm_source=podcast&utm_medium=referral&utm_campaign=future-focus
Disclosures
This podcast is for information purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought. This information is provided by Ameritas, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. In Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas, visit ameritas.com. Ameritas and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life is a registered service mark of affiliate Ameritas Holding Company.
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