Latest Episodes
43
Annuity Questions
As baby boomers are approaching retirement, annuities have become big in the business and investing world. Annuities benefit individuals in their 50s and 60s...
42
Why I Don't Sell Variable Annuities
Unlike other financial instruments, variable annuities bring the power of investing and insurance meshed together in one retirement product. With variable annuities, all the...
41
Market Crash is Here
Since the pandemic downturn occurred, financial experts have been in a frenzy, plotting every possible worst-case scenario. The market's a game of tic-tac-toe. One...
40
Leisure in Retirement
As you retire from a workaholic culture, it’s time to grab your sunglasses, drink that Martini, and go on a vacation. Rather than viewing...
39
Surrender Free Annuity
All deferred annuities come with a surrender period, during which you are charged a fee for any funds withdrawn in excess of your penalty...
38
The Best Annuity Training Possible
In this episode, let’s loosen our grip on the technical side of things and have a perspective shift. Because there’s a lot more to...