Latest Episodes
164
Will The Market Drop in 2025?
Welcome to 2025! In this episode of the Annuity Straight Talk Podcast, Bryan is joined by market expert John Balmer to discuss what this...
163
Who Certifies a CFP?
The Certified Financial Planner (CFP) designation is often promoted as the gold standard for financial advice. But does holding those letters really mean you’re...
162
Will Annuity Bonuses Pay For Your Roth Conversions?
Roth conversions are a hot topic in retirement planning, but there’s been a lot of confusion—and even misleading advice—about using annuity bonuses to cover...
161
Annuity Commissions vs Investment Fees
In this episode, Bryan dives into the long-standing debate between commission-based and fee-based financial models. He breaks down how each impacts your portfolio, when...
160
Fidelity's Aggressive Annuity Push: Then vs Now
In this episode, Bryan revisits a significant shift in the financial world: Fidelity’s growing emphasis on annuities in retirement planning. Once hesitant about annuities,...
159
Year End Annuity Sales Pressure
In this week’s episode, I’m breaking down the unseen pressures that often influence year-end financial decisions in the annuity industry. While independent advisors like...