Latest Episodes
145
Fidelity Investments is Marketing Annuities in 2024
01:21 Fidelity is now including annuity recommendations in their marketing efforts, reflecting a shift towards a more well-rounded retirement approach. 05:47 Fidelity is promoting...
144
Annuity Ladders: CD and Bond Alternatives
Annuity ladders, CDs, and bonds help manage interest rate risk and diversify investments. Yields on CDs, bonds, and annuities are similar, with tax differences....
143
Finding Value in Fixed Indexed Annuities
Welcome to episode 143 of the Annuity Straight Talk podcast! In this episode, titled "Finding Value in Indexed Annuities," we dive deep into the...
140
Are Roth Conversions Viable? A Case Study
Episode 140: Are Roth Conversions Viable? A Case Study In this episode of the Annuity Straight Talk podcast, Bryan Anderson explores the real costs...
138
MYGA to SPIA for Total Control Over Your Retirement Income
Welcome to Episode 139 of the Annuity Straight Talk Podcast! I'm Brian Anderson, founder of AnnuityStraightTalk.com. In this episode, we dive deep into the...
138
Why Most Financial Planning Software Spit Out Garbage Reports
00:00 Financial planning software can create complexity and confusion, requiring detailed input of financial information. 04:47 Focus on identifying and addressing the biggest financial...