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.
3 Big Retirement Withdrawal Mistakes

3 Big Retirement Withdrawal Mistakes

So what are the three big retirement withdrawal mistakes? Let's go through them quickly, and then I'm going to dig in, but I know you're saying, "Stan, give me the answer, give me the answer right now."
Is a Pension Plan Just a Good ‘Ole Annuity?

Is a Pension Plan Just a Good ‘Ole Annuity?

Yep. A pension plan is an annuity payment that guarantees a lifetime income stream. Now, it depends on your employer and how they've set things up.The key with the pension plan is you have to look at the claims-paying ability of your employer.
Amanda-Jo Wilt: Making The Most of the Years You Have Left with "The Boomer Nutritionist"

Amanda-Jo Wilt: Making The Most of the Years You Have Left with "The Boomer Nutritionist"

Having money and being financially secure is a great thing. But if you don’t feel good, it really doesn’t matter. Nod your head.
Transfer 401k to Annuity: Should You?

Transfer 401k to Annuity: Should You?

With over 10,000 baby boomers reaching retirement age every single day, many of these retiring workers are asking questions like “Can I move my 401k without penalty?” and “Should I transfer my 401k to an annuity.” Both are questions that involve a 401k rollover strategy.
Steve Vernon: How To Avoid Going Broke in Retirement

Steve Vernon: How To Avoid Going Broke in Retirement

Steve Vernon is one of the most sought-after retirement experts in the country. He is the president of Rest-of-Life Communications, where he speaks, writes, and conducts research on the most challenging aspects of retirement, finances, health, and lifestyle.
Paul Merriman: 7 Things You Should Be Doing With Your Retirement Portfolio

Paul Merriman: 7 Things You Should Be Doing With Your Retirement Portfolio

Paul Merriman’s 60-year legacy of helping people with their money is unmatched. His “tell the truth” passionate approach should be the benchmark for all financial advisors and is the obvious foundation for the current march to all things fiduciary.
Peggy Nicholson: Preparing for Death Without All The Information You Need

Peggy Nicholson: Preparing for Death Without All The Information You Need

Margaret “Peggy” Nicholson is one of a kind. A unicorn. She might be the most unique celebrity guest host of all the guests I’ve had on my Fun With Annuities podcast. She is a 78 ½-year-old dynamo and a world traveler.
Retirement Portfolio: Your Secret Weapon is Annuities

Retirement Portfolio: Your Secret Weapon is Annuities

Today's topic is your retirement portfolio. The secret weapon is annuities. That doesn't mean everybody needs one, but I will explain how annuities can give you peace of mind, that turnkey approach, that lifestyle you're looking for.Think again when you hear people say, "Don't buy an annuity."