Podcast

As nervous investors watched their account balances plummet, viewers of MoneyTrack, Pam Krueger’s weekly PBS TV series deluged her with requests asking how they could find a truly trustworthy financial advisor.

Financial royalty joined me once again on the podcast for her take on 2023. Terry is always a joy to bring on, and her energy is second to none. What a money dynamo!

If there were a czar of the retirement planning and advice world, it would be Bob Carlson. I was so happy when Bob let me know that his new book, “Retirement Watch: The Essential Guide to Retiring in the 2020s”, was unavailable to all of us, and I had to have him back on the podcast to talk about it.

Jay Zawatsky is one of the most fascinating guests I’ve ever had on my Fun With Annuities® podcast. He is a professor, lawyer, researcher, radio show host, podcaster, and incredibly high IQ “unicorn” that knows much more than he revealed during our recording.

The great part about Steve’s message is that he has brought it down to “our level” so the consumer can understand the value proposition that annuities offer the retirement planning consumer.

The infamous and anonymous Mr. FIA-X joined the Fun With Annuities podcast once again to shine the light on Fixed Index Annuity returns factually.We started off the podcast with both of us going on the record that we are fans of the FIA strategy.

If I had to choose a smart person to hang out with and drink a cup of coffee with, it would be Marcia Mantell. She is the definition of “glass half full” when helping out retirees, pre-retirees, and baby boomers.

In the world of retirement research and common-sense annuity strategies, Micheal Finke is one of the four faces on Annuity Mount Rushmor along with mine, of course. The ongoing work and effort to help consumers make better retirement decisions is a legacy Michael should be very proud of.

Rick Ferri is an absolute unicorn in the world of financial advice. He is one of the best financial advisors in the world, a leader of the Boglehead investment community, and a retired fighter pilot.

There is some serious math IQ on this Fun With Annuities podcast as Branislav Nikolic joins me as my newest celebrity guest host.

Martin Parlato’s name should be as well-known as Jim Cramer from CNBC. In my opinion, he can run factual rings around Cramer when it comes to all things about the markets and money.

I always joke with Terry Savage that when she walks into most rooms, she is the smartest person there. I’m not kidding. Throw gender out of the window because only a select few match her financial IQ.

Bill Black is a nationally recognized triathlete, 6’ 8” tall, and oh, by the way…the top life insurance expert in the country.

Mr. FIA-X is arguably the most popular and most requested Fun With Annuities podcast guest in our roster of financial superstars. He wears a mask because the truth and facts he provides on the Fixed Index Annuity (FIA) category can be very controversial.

Fun With Annuities Podcast Celebrity Series