Get Smarter

Jay Zawatsky is one of the most fascinating guests I’ve ever had on my Fun With Annuities® podcast. He is a professor, lawyer, researcher, radio show host, podcaster, and incredibly high IQ “unicorn” that knows much more than he revealed during our recording.

The great part about Steve’s message is that he has brought it down to “our level” so the consumer can understand the value proposition that annuities offer the retirement planning consumer.

The infamous and anonymous Mr. FIA-X joined the Fun With Annuities podcast once again to shine the light on Fixed Index Annuity returns factually.We started off the podcast with both of us going on the record that we are fans of the FIA strategy.

If I had to choose a smart person to hang out with and drink a cup of coffee with, it would be Marcia Mantell. She is the definition of “glass half full” when helping out retirees, pre-retirees, and baby boomers.

In the world of retirement research and common-sense annuity strategies, Micheal Finke is one of the four faces on Annuity Mount Rushmor along with mine, of course. The ongoing work and effort to help consumers make better retirement decisions is a legacy Michael should be very proud of.

Rick Ferri is an absolute unicorn in the world of financial advice. He is one of the best financial advisors in the world, a leader of the Boglehead investment community, and a retired fighter pilot.

There is some serious math IQ on this Fun With Annuities podcast as Branislav Nikolic joins me as my newest celebrity guest host.

Martin Parlato’s name should be as well-known as Jim Cramer from CNBC. In my opinion, he can run factual rings around Cramer when it comes to all things about the markets and money.

I always joke with Terry Savage that when she walks into most rooms, she is the smartest person there. I’m not kidding. Throw gender out of the window because only a select few match her financial IQ.

Bill Black is a nationally recognized triathlete, 6’ 8” tall, and oh, by the way…the top life insurance expert in the country.

Mr. FIA-X is arguably the most popular and most requested Fun With Annuities podcast guest in our roster of financial superstars. He wears a mask because the truth and facts he provides on the Fixed Index Annuity (FIA) category can be very controversial.

Fun With Annuities Podcast Celebrity Series

A few years ago, I drove to Winter Park, Florida, to have lunch with one of the most respected syndicated columnists in the country who writes about personal finance. I have been a fan of his for a long time because he is truly helping the consumer, and I hoped to become a resource for him concerning the complicated world of annuities.

One of the best personal money managers in the country is anonymously based in Raleigh, North Carolina, in a nondescript office with long-term loyal staff. His name is Owen Schrum.

National speaking superstar and retirement guru, Tom Hegna, joined me on Fun With Annuities again to discuss all things annuity and how the current market and rate environment are influencing annuities.