Tag: Retirement Income
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147 Preparing for Life 2 With Don Ezra
Planning for retirement should not be just about figuring out how to pay the bills when the paychecks end. Planning should be about finding a new iden…
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145 Diving Deep into the Power of Annuities With Michael Finke
In this business, we have all heard about the ability of annuities to create a guaranteed income in retirement. Today, Michael Finke, investments/reti…
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143 When Should Your Client Pay Off The Mortgage With Jason Fichtner
Should your client pay off their mortgage as they head into retirement? Today, Jason Fichtner joins us again to talk about the risks inherent in answ…
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141 Diving Deeper Into The Qualified Default Investment Alternative Market With Tamiko Toland
Since passage of the SECURE Act, we’ve all been talking a lot more about the institutional annuity market. However, Tamiko Toland with CANNEX has been…
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140 A Chat With The Father of 4% Percent Rule With William Bengen
How many times have we discussed, debated, and loved the retirement rule of thumb known as the “4% Rule”? Today, we had the opportunity to speak with …
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139 What’s Different This Time When Saving For Retirement With Byron Boston
Yes, markets do run in repeating cycles. However, the best traders ask themselves, “What’s different this time?” Byron Boston, CEO of Dynex Capital ex…
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137 Reducing the Risk of A Reduction in Social Security Benefits With David Duley
Few days go by without a mention in the media about the potential financial crisis faced in the next 10+ years by the Social Security system. In 2034,…
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135 Helping People Find Purpose in Retirement with Joe Jordan
Why do we help people build retirement plans? To optimize cash flow? To minimize asset risk? Yes. However, these should simply be the tools that allow…
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133 WealthManagement’s Fifteen Must-Listen Financial Podcasts Featuring That Annuity Show
The cast of That Annuity show is proud to report that our retirement podcast, was recognized as one of the “Fifteen Must-Listen Podcasts” by . We real…
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131 Don’t Forget About Hidden Home Values When Planning For Retirement With Don Graves
Retirement planning conversations can easily focus only on traditional savings vehicles – 401(k)s, IRAs, money market accounts and stocks. However, ho…