101 Andy Panko: Financial Planning Demystified and Unemotional

101 Andy Panko: Financial Planning Demystified and Unemotional

Welcome to Fun With Annuities episode 101 with Andy Panko. When he started Tenon Financial in 2019, he designed the flat-fee-based firm exactly how he thought a retirement planning advisory service should work.
Top 10 Things I’ve Learned About Retirement Planning

Top 10 Things I’ve Learned About Retirement Planning

These are the top things I've learned about retirement planning in this past year. There are more than 10, but this is the top 10, and we're going to go over each one in detail.
098 Bill Black: Life Insurance Trends - Are Your Affairs In Order?

098 Bill Black: Life Insurance Trends - Are Your Affairs In Order?

Bill Black is considered the top life insurance expert in the U.S., and his over four decades of experience is unmatched.
097 Allan Roth: How A Second Grader Beats Wall Street

097 Allan Roth: How A Second Grader Beats Wall Street

What a treat to have Allan Roth on the podcast to share his insights into retirement planning. Allan’s decades-long approach can be summarized by his company’s website www.DareToBeDull.com.
Reveal What’s in Stan’s Retirement Portfolio

Reveal What’s in Stan’s Retirement Portfolio

Everyone keeps asking me, “Hey Stan what's in your retirement portfolio? Does the master of the universe, The Annuity Man, America's Annuity agent®, drink the Kool-Aid? Do you buy what you sell?" Huh, good question. We're going to go into all of that.
Can I Buy A Pension Annuity With Cash

Can I Buy A Pension Annuity With Cash

The question is, can I buy an annuity with cash? The short answer is yes, but there’s more to it. Pensions are the albatross that no one talks about because less than 10 percent of the private companies even offer pensions anymore.
090 Michael Finke: Keys to Goal Based Retirement Planning

090 Michael Finke: Keys to Goal Based Retirement Planning

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.
088 David Blanchett: Retirement Income Investing in a Low-Yield World

088 David Blanchett: Retirement Income Investing in a Low-Yield World

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.
087 Jason Fichtner: Understanding A Changing Retirement Landscape

087 Jason Fichtner: Understanding A Changing Retirement Landscape

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.
086 Steve Parrish: Rational and Phased Retirement Planning

086 Steve Parrish: Rational and Phased Retirement Planning

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.
085 Bob Carlson: The Good News and Gotchas Around Tax Wise Investing

085 Bob Carlson: The Good News and Gotchas Around Tax Wise Investing

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.
081 Tom Hegna: Mortality Credits Drive The Income Train

081 Tom Hegna: Mortality Credits Drive The Income Train

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.
080 Jamie Hopkins: Retirement Planning and The Why That Makes You Cry

080 Jamie Hopkins: Retirement Planning and The Why That Makes You Cry

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.
078 Wade Pfau: Retirement Income Style Awareness

078 Wade Pfau: Retirement Income Style Awareness

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.
074 Kerry Pechter: Bermuda Triangle Retirement Zone

074 Kerry Pechter: Bermuda Triangle Retirement Zone

Welcome to the Fun With Annuities mic, a co-host who is crazy connected in the retirement income industry - Kerry Pechter. Kerry is the founder and editor of the Retirement Income Journal (RIJ), which recently celebrated its 500th issue.