Podcast Episodes
Back to Search
The story of The Fishermen, how to have a growing income, and the right coverage
We'll discuss the story of the fishermen, explore how your income can actually grow in retirement, and look inside a case file where a soon to be 65 …
4 years, 7 months ago
What a 1035 exchange is & how it works, Fiduciary vs Suitability standards, and no losses
We'll discuss what a 1035 exchange is and how it can transfer your retirement funds from an at-risk account to a safe-money account, explore the diff…
4 years, 7 months ago
Ways a Certified Financial Fiduciary works for you, debt collector tips, & removing risk
We’ll explore how a Certified Financial Fiduciary works for you, the client, not some big company, discuss your rights when it comes to debt collecto…
4 years, 7 months ago
Ways to meet during CoVid, a plan to beat inflation, and an income with a death benefit
We’ll discuss ways we can still meet safely with the CoVid numbers on the rise again, explore a plan to beat inflation, and look inside a case file w…
4 years, 8 months ago
The annuity you already own, the Social Security COLA for '22, and a pastor's income
We’ll discuss the annuity everyone already owns, explore the Social Security COLA increase this year, and look inside a case file where a retiring pa…
4 years, 8 months ago
What is a Certified Financial Fiduciary®, 3 retirement mistakes and a sizable decision
We’ll discuss what a Certified Financial Fiduciary® is and why you want to work with one, explore 3 retirement mistakes you might be making right now…
4 years, 8 months ago
The power of a ZERO floor, what retirees & squirrels have in common, and no losses at 73
We'll discuss the power of having a zero floor, explores what some retirees and squirrels have in common, and looks inside a case file where a 73 yea…
4 years, 8 months ago
An uphill battle against inflation, 5 biggest mistakes, and tired of losing value at 53
We'll explore how retirement income streams face an uphill battle against inflation, discusses the 5 biggest mistakes most American’s make when it co…
4 years, 9 months ago
When -30+43=0, what seniors care about most with Medicare, a 3 year plan like a CD
We'll explore when negative 30 plus 43 equals zero, discusses what seniors care about most when it comes to Medicare, and looks inside a case file wh…
4 years, 9 months ago
The Bucket Method for FIA's, an early retirement death spiral, and a short-term plan
We'll explore how the bucket method works with Fixed Indexed Annuities, discusses how a market plunge early on in your retirement can start a portfol…
4 years, 9 months ago