Latest Episodes
Fixed Indexed Annuity Calculator
Evaluate a fixed indexed annuity without sales pressure. This uses straight-up numbers from the S&P 500 and you can choose cap or participation rate. ...
229
Episode 229: Substant...
Interest rates have increased on all types of annuities this year, from high guaranteed interest to excellent lifetime income payments. The market is also...
228
Annuities vs Real Estate
Are you being told to surrender your annuity and put your money into commercial real estate? Before you make that move, you need to...
227
Required Minimum Distribution Planning
What happens when the government forces you to take money you don't need — and hands you a surprise tax bill in the process?...
226
Calculator Case Study with Social Security
What happens when the tool you built actually solves a real problem? In this episode, Bryan Anderson walks through a live case study using...
225
There Is One More Income Option
Most people think retirement income comes down to two choices — but what if there's a third option nobody's talking about? In this episode,...