065 Bob Powell: The Voice for Your Retirement

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.
How To Use Annuities To Strengthen Your Portfolio

How To Use Annuities To Strengthen Your Portfolio

A question I get asked often is, what percentage of your portfolio should be in annuities? Really good question but there are no perfect answers. And if anyone's giving you a percentage, they have no clue what they're talking about.
Pensions and Annuities: What You Need To Know

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.
064 Christine Benz: Avoiding Blind Spots in Your Retirement Portfolio Planning

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.
How To Get The Most Of Your Inherited Annuity

How To Get The Most Of Your Inherited Annuity

A lot of people are calling me because they've inherited an annuity. Let’s cover some of the recent laws that affect inherited annuities and what you need to know so you can make an informed decision on your terms and on your timeframe.Okay. Inherited annuity. So you're a non-spouse. Let's talk about if you're just a non-spouse and you've inherited the annuity...
Maximizing Your Investments With Fixed Indexed Annuities

Maximizing Your Investments With Fixed Indexed Annuities

“Got guarantees?” should be the annuity industry's mantra to words because that's what they are. They're contractual guarantees. They're transfer of risk products, period. If you're a living, breathing, human-being with a bank account, then you're probably going to get pitched an indexed annuity by somebody because it's a good story.
063 Dennis Miller: Your Comfortable Retirement Guarantee

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!
The Fundamental Questions When Comparing Pension Annuities vs. a Lump Sum

The Fundamental Questions When Comparing Pension Annuities vs. a Lump Sum

Make sure you're getting the most out of your retirement and not falling into the common traps of the industry. Here are some key things to look for when comparing Pension Annuities vs. Lump Sums.
Retirement Income Planning Starts with a Guaranteed Income Floor

Retirement Income Planning Starts with a Guaranteed Income Floor

Are you tired of being fed Retirement Income advice with underlying annuity sales pitches? Let us walk you through what to look for to create a retirement plan that works the best for your specific situation.
062 Bob Carlson: Unlocking the Secrets of Social Security and Your Retirement Plan

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.
A Longevity Annuity Means Never Outliving Your Money

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.
Independent Annuity Advice With No Sales Pitches

Independent Annuity Advice With No Sales Pitches

Are you tired of being fed annuity advice with underlying sales pitches? Let us walk you through what to look for to create a retirement plan that works the best for your specific situation.What are the four types of annuities?
061: John Lenz The Annuity Mechanic Thinks Outside The Box

061: John Lenz The Annuity Mechanic Thinks Outside The Box

Can we swear on this channel? This week's Fun With Annuities podcast wastes zero time getting down to brass tacks on real-life situations with lifetime income planning for yourself and beneficiaries.
Don’t Miss The Mark On Long-Term Care Annuities

Don’t Miss The Mark On Long-Term Care Annuities

So what is a long-term care annuity? There are two types of long-term care annuities. The first type of long-term care gives coverage for you and your spouse or partner, including health insurance products that provide coverage.
Mastering Your Pension Plan

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.