
Podcast
January 17, 2023
Bob Carlson: The Essential Guide to Retiring in 2023
If there were a czar of the retirement planning and advice world, it would be Bob Carlson. I was so happy when Bob let me know that his new book, “Retirement Watch: The Essential Guide to Retiring in the 2020s”, was unavailable to all of us, and I had to have him back on the podcast to talk about it.

Article
August 11, 2022
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.

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.
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