Podcast

Jeff Miller continues to be one of our most popular guests because of his expertise on the Social Security topic. This podcast did not disappoint and is filled with incredible insight into what is happening with Social Security in 2022 and Jeff’s predictions for the future.

I consider John Lenz one of the top annuity minds in the country. His depth of knowledge is something that I respect and rely upon. I was so happy to have John on the Fun With Annuities Podcast again because we covered annuity laddering, a topic and strategy that people need to be aware of.

Thanks for joining us for another week! For a long time, I have been looking for a credible source for Medicare. I have found that person, so please help me welcome Ellie Saul to Fun With Annuities for podcast 092.

C'mon man! This week's co-host is wearing a QLAC hat. YOU KNOW we're going to love what he's got to say. Welcome, Michael Finke, to the Fun With Annuities podcast for episode 90. He is a Ph.D. and professor of wealth management at The American College of Financial Services.

Back by popular demand once again, Mr. FIA-X joins me on Fun With Annuities episode #89. Without a doubt, he is one of the most popular guests I have on because people are so interested in the FIA (aka: Fixed Indexed Annuity) topic and want to know the brutal truth.

A true "rock star" in the retirement planning world, welcome to the Fun With Annuities podcast David Blanchett, the managing director and head of retirement research at PGIM Solutions.

Fun With Annuities co-host # 87 is Jason J. Fichtner, Ph.D., vice president and chief economist at the Bipartisan Policy Center. His research focuses on Social Security, federal tax policy, federal budget policy, retirement security, and policy proposals to increase saving and investment.

Steve Parrish is a true thought leader, and it was great to have him on the podcast. He is the co-director of the Retirement Income Center at The American College of Financial Services.

With our “friends” in Washington, DC spending money at historic levels it’s common sense that taxes are probably going to go up and politicians will be targeting existing tax-saving strategies.

After Jack Lenenberg first appeared on the Fun With Annuities podcast, I was inundated with questions from people wanting to know if they could qualify for Long Term Care (LTC) coverage.

Welcome back to the mic Terry Savage for Fun With Annuities episode #82. I reached out to The MoneyLady®, Terry Savage, to hear her thoughts on the current market environment and her predictions and advice on how people can navigate these volatile times.

It’s great to have Tom Hegna back on the FWA podcast to talk about how "Mortality Credits" are the key to lifetime income pricing with annuities. He told a great story that simply explained how mortality credits work.

Young. Smart. The Future. The Truth. Jamie Hopkins fits all of those descriptions and is a true thought leader in the world of Retirement Income Planning. Jamie is a managing partner of Wealth Solutions, a finance professor at Creighton University, and has both an MBA and Law Degree.

We went aspirational with this week’s Fun With Annuities® Celebrity Co-host Loren Feldman, editor-in-chief of 21 Hats. When my PR team booked Loren for FWA episode #79, I was fascinated with his expertise in covering entrepreneurs for such titans as Forbes.

If there was an “Annuity Mt. Rushmore”, this week’s co-host Wade Pfau would be one of those infamous faces on the side of that retirement mountain. If there was ever a true retirement expert, it is Wade.