Podcast Episodes
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How to create a plan in CoVid times, what if you didn't save enough, and a larger payment
We'll look at how we can create a plan for you in the age of CoVid, discusses what you can do if you didn’t save enough for retirement ahead of time,…
4 years, 11 months ago
The top 5 stressors in retirement, A-Rod's philosophy, and the best Medicare option
We'll discuss the top 5 stressors in retirement and what you can do to avoid them, looks at A-Rod’s philosophy on how to reinvent yourself in retirem…
4 years, 11 months ago
The Annuity you ALREADY own, overcoming the fear of retirement, and final expenses
We'll discuss a type of annuity you already own, even if you think you “don’t like annuities”, discusses tips on ways to overcome the fear of retirin…
5 years ago
Should you transfer your 401K to an annuity, Gronk on retirement, and creating a plan
We'll discuss whether you should consider transferring your 401K to a Safe-Money annuity or not, looks at what Rob Gronkowski can teach us all about …
5 years ago
Annuity do's and don'ts, how to protect your elder loved ones, and a couple wants safety
We'll discuss some of the many Do's and Don'ts of Annuities, looks at ways you can protect your elder loved ones from caregivers ripping them off, an…
5 years ago
Solve a problem, don't buy a product, 10 things you'll spend more on, and starting a plan
We'll discuss why it's important to find an advisor that will help you solve a problem, not sell you a product, looks at the Top 10 things you'll spe…
5 years ago
The history of Annuities, the rules for RMD's for '21, and a couple finds peace
We'll uncover the long history of annuities, looks at the Required Minimum Distribution (RMD) rules for 2021, and a couple in their mid 70's find pea…
5 years, 1 month ago
Medicare A, B, C's, how CoVid will affect YOUR retirement, and a Medicare solution
We'll look at the A, B, C's of Medicare, we'll discuss how CoVid-19 WILL affect YOUR retirement, and a 64 year old woman needed help determining what…
5 years, 1 month ago
The importance of PROCESS, my #1 question answered, and a plan for retirement
We'll look at the importance of a proper process when looking at a Safe-Money plan, we'll get the answer to the #1 question I receive, and a 38 year …
5 years, 1 month ago
Safe-Money vs Investments, Market volatility, and a plan just in case
We'll discuss some of the differences between a Safe-Money product and an Investment product. We'll also look at some headlines surrounding all the m…
5 years, 1 month ago