Podcast Episodes
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A decision you MUST make and how to not underlive your retirement
We'll explore the options if you want to lose all of your money, some of your money, or none of your money. We'll also discuss how many retirees unde…
3 years, 9 months ago
The Sound of the Annual Reset and a Game You CAN'T Lose in Retirement
We'll discuss what the annual reset is in Safe Money Retirement products and how that relates to the sounds of winning in a casino. We'll also discus…
3 years, 9 months ago
Having money vs having wealth, options for your beneficiaries, & a small business plan
We'll discuss the differences between having plenty of money in retirement and having true wealth, explore the options your beneficiaries will have a…
3 years, 10 months ago
Don't be sold a plan, where is your money, and a plan where none existed
We'll explore how being sold a product for your retirement can be detrimental to your plan, discuss why someone needs to know where your money is, an…
3 years, 10 months ago
Safe-Money vs Investment product, income to live longer, & protect a large sum
We'll compare a safe-money product to a typical investment product, explore how having a guaranteed monthly income can help you live longer, and look…
3 years, 10 months ago
Why the demand for guaranteed income is surging & the Medicare Annual Election Period
We'll explore why the demand for guaranteed income for retirees is surging, learn what the annual election period for Medicare is and how it affects …
3 years, 11 months ago
The investment life cycle, how a point to point product works, and a Roth solution
We'll explore the investment life cycle and how that affects you in retirement, discuss how a point to point safe money retirement plan works, and lo…
3 years, 11 months ago
How to take an income in retirement, what can life insurance cover, and a teacher's plan
We'll discuss the different ways you can take an income from a safe money retirement account, ask what obligations life insurance can cover after you…
3 years, 11 months ago
The 4 factors to consider in retirement, my #1 piece of advice, and a plan for retirement
We'll explore the 4 Main factors to consider with your savings in retirement, discuss my best piece of advice for retirement, and look inside a case …
3 years, 11 months ago
Solving a problem vs buying a product, 9 ?'s to ask your parents, and a pastor's income
We'll explore why buying a product being pushed on you isn’t the best move when planning for retirement, discuss the 9 questions you should ask aging…
4 years ago