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Today's topic is a good one, and it will make you think. Will more money change your life? I want you to think about that for a second. >> READ MORE
Today's topic is, and it's a good question, is your retirement plan volatile or contractual? >> READ MORE
We are familiar with fake news. That's fake news; this is fake news, and what we've found out as a country is obvious bias with the news. >> READ MORE
So glad that you joined me for this timely topic that's going to make a lot of people mad and make a lot of people question things, but it will make total sense when you hear it. The title is "When you Retire, You Need to Retire from Both Your Job, Your Work, and The Markets," so you got to retire from two things, work and the markets. >> READ MORE
Today we are talking about the ages that you need to purchase an annuity. What's the right age? When is "too young"? When is "too old"? Well, I'm going to go through age ranges. >> READ MORE
Today's topic is transferring a maturing CD certificate of deposit into an MYGA. Should you do that? Could you do that? >> READ MORE
Let’s talk about Fixed Annuities versus variable annuities, which I love to talk about. >> READ MORE
For people that enjoy reading the IRS tax code in their spare time, I would encourage you to flip to section 1035 and read about life insurance and annuity transfers. >> READ MORE
I’m always honored when accomplished people call in for my opinion. Ben Mattlin contacted me to contribute to his article on Financial Advisor Magazine, “In Uncertain Times, Do Annuities Make Sense?” >> READ MORE
This week, I was featured as a guest on Jeff Ostroff’s “Looking Forward” podcast, which was posted on June 2nd. >> READ MORE
These days, guaranteed income is never a bad thing. On May 2, 2022, I was featured in Tribune Content Agency’s article titled The Savings Game: Guaranteeing Income in Uncertain Times. >> READ MORE
So pumped that Neal Templin contacted me to contribute to his Barron’s article, “Here are 3 Ways to Get Better Yields Than Bonds, With Some Measure of Safety,” which appeared on barrons.com on March 26, 2022. >> READ MORE
