
Podcast
October 26, 2021
080 Jamie Hopkins: Retirement Planning and The Why That Makes You Cry
Young. Smart. The Future. The Truth. Jamie Hopkins fits all of those descriptions and is a true thought leader in the world of Retirement Income Planning. Jamie is a managing partner of Wealth Solutions, a finance professor at Creighton University, and has both an MBA and Law Degree.

Podcast
October 19, 2021
079 Loren Feldman: Transition to Retirement as a Life Entrepreneur
We went aspirational with this week’s Fun With Annuities® Celebrity Co-host Loren Feldman, editor-in-chief of 21 Hats. When my PR team booked Loren for FWA episode #79, I was fascinated with his expertise in covering entrepreneurs for such titans as Forbes.

Article
November 16, 2020
Annuity Companies – Do They Keep The Money When You Die?
A horrific stat that can never be calculated is the number of people that needed an annuity contractual transfer of risk lifetime income stream but never bought one because they thought the annuity company would keep the rest of their money when they passed away.