Podcast Episodes
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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…
4 years, 4 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…
4 years, 5 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…
4 years, 5 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 …
4 years, 5 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…
4 years, 6 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…
4 years, 6 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 …
4 years, 6 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, 6 months ago
Conquer the fear of running out of money, back to school, and they live like they want
We'll discuss the #1 way retirees can conquer the fear of running out of money during their retirement, explore how many states allow seniors to take…
4 years, 6 months ago
The importance of information, tax-sheltered growth, and protecting her TSP savings
We'll discuss the importance of information when planning your retirement, explore ways to use insurance products for tax sheltered growth, and look …
4 years, 7 months ago