4 Legs Of The Retirement Income Stool

4 Legs Of The Retirement Income Stool (SPIA, DIA, QLAC, Income Rider)

Today's topic's a good one. What are the four legs of the retirement income stool? Think of a stool, a retirement income stool with four legs.
Marcia Mantell: What’s the Deal with Retirement Planning thumbnail

Marcia Mantell: What’s the Deal with Retirement Planning?

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.
Annuity Monthly Payment Calculator: Don’t blow through your retirement funds!

Annuity Monthly Payment Calculator: Don’t blow through your retirement funds!

Get an annuity for what it will do, not what it might do®.
Rick Ferri: A Fighter Pilot’s View of the Markets

Rick Ferri: A Fighter Pilot’s View of the Markets

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.
Martin Parlato: No B.S. Insights About Markets & Inflation

Martin Parlato: No B.S. Insights About Markets & Inflation

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.
Bill Black: New Strategies for Life Insurance in 2022

Bill Black: New Strategies for Life Insurance in 2022

Bill Black is a nationally recognized triathlete, 6’ 8” tall, and oh, by the way…the top life insurance expert in the country.
Ellie Saul: New Benefits Revealed by Mama Bear Medicare

Ellie Saul: New Benefits Revealed by Mama Bear Medicare

Fun With Annuities Podcast Celebrity Series
Is An Annuity Better Than A Pension

Is An Annuity Better Than A Pension

Question of the day: is an annuity better than a pension? Tough question, loaded question. I will have to break that question down just like your English teacher broke down sentences. Is an annuity better than a pension because it's a bit broader? It always is in the annuity world. You need to know many more details.
Bob Carlson: The Good & The Bad About Social Security in 2022

Bob Carlson: The Good & The Bad About Social Security in 2022

Bob Carlson is one of my favorite celebrity guests because it’s like getting an advanced degree every time he’s on Fun With Annuities. We discussed the Social Security report and the good and bad news that came out of it.
Sheryl Garrett: Financial Planning On YOUR Terms

Sheryl Garrett: Financial Planning On YOUR Terms

The pioneers take all of the arrows, as the saying goes. Sheryl Garrett is a “20-year overnight sensation” in the complicated world of financial planning. Starting her career in the traditional financial planning model decades ago, Shery always knew it could be done better.
Adam Van Wie: Safely Surfing Through Volatile Investment Waters

Adam Van Wie: Safely Surfing Through Volatile Investment Waters

One of the rising young stars in the Fee-Only financial planning world is Adam Van Wie. Having previously worked for several Fortune 500 companies, Adam brings a Mechanical Engineering degree to managing money.
Roger Whitney: How To Rock Your Retirement

Roger Whitney: How To Rock Your Retirement

Roger Whitney is known across the country as The Retirement Answer Man® and hosts one of the most popular podcasts in the country under the same name. He is the author of the Rock Retirement Bookand founded the Rock Retirement Club.
Retirement Cash Flow from Annuities

Retirement Cash Flow from Annuities

Today we're talking about retirement cash flow from annuities. Now, you're already participating in a part of the category of retirement cash flow from annuities because all of you have Social Security. If you have your Social Security number, you have Social Security. That's an annuity.
Inflation Options with Annuity Retirement Calculators

Inflation Options with Annuity Retirement Calculators

Today's topic is how to use annuity retirement calculators and use SPIAs, DIAs, and QLAC for inflation. On my site, you can run quotes 24/7 365.What does $100,000 pay? What does $1,000,000 pay? Well, it's all about life expectancy when you make the payment.
Getting Retirement Cash Flow From SPIAs

Getting Retirement Cash Flow From SPIAs

Let's talk about Single Premium Immediate Annuities, acronym SPIA, S-P-I-A, the oldest annuity type. They were introduced in the Rotimes as a pension gift, a lifetime income stream gift to the dutiful Roman soldiers and their families for laying it on the line for the empire.