
Article
August 16, 2021
Retirement Lifestyle: 3 Tips to Care For Your Loved Ones Financially
So all of us want to take care of our loved ones financially. I mean, that's a goal. There's a myriad of ways to do that but of the best ways, and I don't sell this product, is life insurance which happens to be the best wealth transfer to your beneficiaries as possible.

Article
August 5, 2021
Is An Annuity A Good Investment For An Elderly Person
So, is an annuity a good investment for an older person, a retiree, a senior citizen, a World War II generation? This is a big-time serious topic. And I'm going to go through it in detail so that you can make a good decision, whether it's you out there making the decision for yourself, or you're making a decision for your mom or dad or somebody like that.

Podcast
August 3, 2021
068 Tom Hegna: Don’t Worry, Retire Happy!
So happy that Tom Hegna joined me for Fun With Annuities episode #68. Tom is an expert on all things concerning retirement and retirement income. Together, we turn on a firehose of factual information on retirement and how annuities can properly be a part of your plan.

Podcast
July 19, 2021
066 Dana Anspach: Juicing Your Retirement Plan
Drumroll… This week's Fun With Annuities celebrity co-host is Dana Anspach, one of the country's most respected retirement and investment minds. In addition to her lengthy bio listed below, she has created unique client strategies to manage their money.

Podcast
July 13, 2021
065 Bob Powell: The Voice for Your Retirement
Robert Powell, CFP®, is a long-time award-winning financial journalist and frankly one of the most influential, whose work appears regularly in TheStreet.com, USA TODAY, The Wall Street Journal, MarketWatch, FinancialAnswers.io/RetirementInvestor.io, and AARP.

Article
July 8, 2021
Pensions and Annuities: What You Need To Know
So the question is, what's the difference between a pension and an annuity? Is a pension the same as an annuity? We're going to go into that. Short answer is they're both lifetime income guarantees, but let's dig further and do a side-by-side comparison of pensions and annuities so you can understand what's out there.

Podcast
July 5, 2021
064 Christine Benz: Avoiding Blind Spots in Your Retirement Portfolio Planning
Each week I bring you the best in their field, and this week is no different. This week's celebrity co-host is Christine Benz, Morningstar's Director of Personal Finance and someone I have been a massive fan of for years because she makes complex investment topics clear and accessible to the average reader.

Podcast
June 28, 2021
063 Dennis Miller: Your Comfortable Retirement Guarantee
Dennis Miller and I go way back, and he and I have been talking annuities and retirement income via each other's blogs and shows for years. He's the founder of the "Miller On The Money" newsletter….which is FREE to consumers!

Podcast
June 22, 2021
062 Bob Carlson: Unlocking the Secrets of Social Security and Your Retirement Plan
Fun With Annuities Podcast #62 has no other than, Bob Carlson. He’s the founder of the popular retirement newsletter “Retirement Watch.” If you don’t already subscribe, stop what you are doing and go sign up. You can thank me later.

Article
June 21, 2021
A Longevity Annuity Means Never Outliving Your Money
Let us help you make sure you master all the details of your longevity annuity so you can decide if they will be an asset to your specific retirement plan. How does longevity insurance work? Longevity insurance solves longevity risk; you are solving for never outliving your money, which is a fear that a lot of people have. You're solving for that contractually.

Article
June 10, 2021
Mastering Your Pension Plan
A pension plan is an annuity payment that guarantees a lifetime income stream. Now, it depends on your employer, how they work and how they've set things up, whether you can add your spouse or partner to that lifetime income stream. It all depends on who you're working for and who your employer was.

Article
May 31, 2021
Are You Keeping Up With The Average Retirement Income?
Don’t let life catch up to you too fast. Let us help you make sure your retirement savings plan is prepared so your income can be the way you want it, without any hidden surprises. What is the average income of the average retiree?