Podcast Episodes
Back to Search
Having Money vs True Wealth, 6 ways to prosper from annuities, and a plan for retirement
We'll discuss the differences between having money and having true wealth, explores 6 ways to prosper from annuities, and looks inside a case file wh…
4 years, 9 months ago
The challenge of blindly trusting your advisor and 3 steps to a purpose filled life
We'll warn of the challenges blindly trusting your financial advisor can bring, discusses 3 steps to live a purpose filled life in retirement, and lo…
4 years, 9 months ago
Safe-Money vs typical investments, maximize social security, and a special needs plan
We'll compare a safe-money product to a typical investment product, explores how to offset lower social security benefits when a spouse dies, and loo…
4 years, 10 months ago
Medicare Advantage vs Supplement plans, LTC alternatives, and funds for burial
We'll discuss the differences in a Medicare Advantage plan and a Medicare Supplement plan, explores some alternatives to a traditional long term care…
4 years, 10 months ago
The bucket method, how to turn savings into income, and a short term plan
We'll explore how you can use the bucket method with Fixed Indexed Annuities, discuss how to turn retirement savings into retirement income, and look…
4 years, 10 months ago
Taking an income from an annuity, Social Security from an ex-spouse, a dual-purpose plan
We'll discuss the different ways you can take an income from an annuity, asks if you can take social security benefits based on an ex-spouse’s earnin…
4 years, 10 months ago
The fear of running out of money, the benefits of working longer, and living as they want
We'll discuss how you can overcome the fear of running out of money during retirement, weighs the benefits of working longer before you fully retire,…
4 years, 10 months ago
Income vs Growth based annuities, should you wait for rates to rise, and a bigger return
We'll look at the differences between an income based annuity and a growth based annuity, discuss why waiting for fixed annuity rates to rise doesn’t…
4 years, 11 months ago
How to transfer your retirement funds, a trustee vs a beneficiary, and safe growth
We'll look at how easy it is to transfer your retirement funds from an at-risk account to a safe-money account, discusses the differences between a t…
4 years, 11 months ago
A REAL Advisor works for you, 6 "Retirement Killers" to avoid, and removing the risk
We'll look at how a REAL Advisor works for you, the client, not some big company, discuss 6 “retirement killers” that must be avoided at all costs, a…
4 years, 11 months ago