Latest Episodes
185

Deferred Annuity Income Is Powerful
Most people wait until the last minute to think about retirement income—but what if getting in early could cost you a lot less and...
184

From 5% to 7%: Annuity Income Has Changed A Lot
Back in 2021, a 5% payout from a guaranteed income product was considered a solid deal. Today, that same product pays over 7%. In...
183

Best Fixed Indexed Annuities For Growth
You’ve probably heard the pitch: “No market losses, all the upside!” But is that really how it works? In this episode, I get back...
182

Do Annuity Owners Live Longer?
This one’s a little different. Yes, we talk annuities—but we also talk Alaska, grizzly bears, and what it means to live a meaningful life....
181

SPIA vs GLWB
Most people looking for guaranteed income from an annuity only get shown one option. But there are two—and if you don’t compare them side-by-side,...
180

Market Volatility, Interest Rates – And How Annuities Fit In
In this episode, I’m joined by my friend John Balmer to talk through everything that’s been shaking up the market lately—tariffs, rate swings, wild...