
Podcast
July 26, 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.

Podcast
June 21, 2022
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.

Article
May 30, 2022
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.

Article
May 19, 2022
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.

Article
May 16, 2022
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.

Article
May 3, 2022
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.

Article
April 22, 2022
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.

Podcast
April 19, 2022
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.

Podcast
April 12, 2022
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.

Podcast
April 5, 2022
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.

Article
April 4, 2022
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."