Podcast Episodes
Back to SearchWhen does -30=+42? What is the PURPOSE of your retirement savings?
In this week's episode, we'll discuss how taking withdrawals from your 401(k) before you get to retirement will affect you. When does minus 30 equal …
2 years ago
Can you retire safely WITHOUT a pension? How can you GUARANTEE an income without a pension?
In this week's episode, we'll explore if it is possible to retire safely without a pension plan. What choice do you have and how do these choices wor…
2 years ago
4 Rules for IRA contributions for the '23 tax year you need to know
In this week's episode, we'll discuss 4 rules relating to IRA contributions for the '23 tax year. Can your spouse contribute to an IRA if you are a s…
2 years ago
What affect would another bank failure have on YOUR retirement accounts?
In this week's episode, we'll explore whether your retirement money is at risk if there are more bank issues. Does it depend on where your money is o…
2 years ago
The 15 BIGGEST MISTAKES retirees make in retirement and how to avoid them
In this week's episode, we'll discuss 15 mistakes that many retirees make and how to avoid these things. What happens if you don't have a proper esta…
2 years ago
Why did the surprising demographic that bought the most annuities in 2023 choose to use annuities?
In this week's episode, we'll explore what demographic purchased more annuities than any other demographic in 2023. Why did they jump in front of the…
2 years, 1 month ago
How can you "Insure" your retirement against failure? What guarantees are available in retirement?
In this week's episode, we'll discuss how you can use insurance products to "Insure" your retirement. Is there a way to guarantee you will have enoug…
2 years, 1 month ago
What are Mortality Credits and how can they make a HUGE impact on your retirement plan? What are the parts and parties of a fixed annuity?
In this week's episode, we'll explore what mortality credits are and how they can help you plan for a successful retirement. How can those who surviv…
2 years, 1 month ago
How can you protect yourself from retirement scams? How can you protect your family?
In this week's episode, we'll discuss how to protect yourself and family members from common retirement scams that are out there everywhere. Where ca…
2 years, 1 month ago
Can you retire happy? What makes someone happy in retirement? How can you plan for happiness?
In this week's episode, we will discuss what you can do to have the best chance to retire "happily". What makes people truly happy in retirement? Mul…
2 years, 2 months ago