Make sure you have enough savings outside of your annuity!!!
Liquid assets outside of your annuity contract is important. if you don’t have it, you can’t buy an annuity.
Make sure you have enough savings outside of your annuity!!! Read More »
Podcasts
My Summer Break…and how Annuities give you Eternal Summers
Yes, annuities really can provide you the lifestyle you’ve always dreamed of.
My Summer Break…and how Annuities give you Eternal Summers Read More »
Replacing Your Annuity Contract is not Always a Good Thing…
Don;t let an advisor “churn” your account by selling you an annuity to replace an old one that may be just as good.
Replacing Your Annuity Contract is not Always a Good Thing… Read More »
Don’t Buy the Wrong Annuity!
Don’t let an advisor sell you the wrong annuity! In this episode, I talk about the kinds you should focus on.
Don’t Buy the Wrong Annuity! Read More »
President Trump’s Social Security Tax Repeal Proposal
If President Trump is reelected, will he repeal Social Security taxes, and if so, should you wait to take your benefit?
President Trump’s Social Security Tax Repeal Proposal Read More »
Are the Rates on Annuities Going down?
Annuities are influenced by the fed-rates, and any cuts there WILL have an impact on annuity payouts.
Are the Rates on Annuities Going down? Read More »
The case for FIA’s with Income Riders versus a MYGA
Income Riders or MYGA…which is right for you?
The case for FIA’s with Income Riders versus a MYGA Read More »
In what instance would a SPIA be better than an FIA annuity with income rider?
SPIAs or income riders? Which one should you get? In this episode I talk and compare both options.
In what instance would a SPIA be better than an FIA annuity with income rider? Read More »
FIA par and caps – Explained and why they change
Par rates and cap rates can change over time and you need to know how and why.
FIA par and caps – Explained and why they change Read More »
Happiness and Freedom in Retirement
In this episode, I talk about your motivations and how you make decision regarding your retirement income.
Happiness and Freedom in Retirement Read More »
