Get Smarter

There was some serious IQ on this Fun With Annuities podcast when Steve Vernon and Naomi Karp joined me as celebrity guests. They and their associates are pioneers in researching how to plan for and the effects of cognitive decline.

When I started calling John Lenz the “Annuity Architect” a while back, I couldn’t have picked a better description of this mad-smart superstar. First of all, John has the best baritone voice of all time.

Bob Carlson is one of my favorite celebrity guests because it’s like getting an advanced degree every time he’s on Fun With Annuities. We discussed the Social Security report and the good and bad news that came out of it.

Mr. FIA-X is one of the most popular guests on my Fun With Annuities podcast because he is an indexed annuity insider, truth teller, and factual flame thrower. He has unique and high-level insights into what’s happening in the FIA industry.

Marcia Mantell is a breath of fresh financial air. She is a great example of living life in a glass-half-full manner. She is a 30-year expert on retirement and the most sought-after consultant in the U.S. for a financial advisor and planner.

When Moshe Milevsky talks, the entire financial industry listens. I’m not kidding. He has been recognized as one of the 35 most influential people in the U.S. financial advisory business during the last 35 years.

This week’s Fun With Annuities hosts one of the most talented on-air personalities I’ve ever heard, Martin “Marty” Parlato. Marty hosts one of the most entertaining and educational financial radio shows I’ve ever heard, called Lighthouse Financial Hour.

The pioneers take all of the arrows, as the saying goes. Sheryl Garrett is a “20-year overnight sensation” in the complicated world of financial planning. Starting her career in the traditional financial planning model decades ago, Shery always knew it could be done better.

One of the rising young stars in the Fee-Only financial planning world is Adam Van Wie. Having previously worked for several Fortune 500 companies, Adam brings a Mechanical Engineering degree to managing money.

Mark Skousen has pretty much done it all in the world of money and economics. He is a former analyst for the CIA, author, columnist, professor, economist, entrepreneur, visionary, father, husband, and overall entertainer.

Roger Whitney is known across the country as The Retirement Answer Man® and hosts one of the most popular podcasts in the country under the same name. He is the author of the Rock Retirement Bookand founded the Rock Retirement Club.

When it comes to knowing the ins and outs of Social Security, Heather Schreiber is in a league of her own. She is the go-to source for the financial services industry to train advisors on the fiduciary approach to advising clients on how to maximize Social Security for each specific situation.

Rick Ferri is a fighter pilot, entrepreneur, visionary, 40-year husband, Boglehead leader, Rhode Island Ram, Former Marine, Investment Advice Expert, Financial Services Pioneer, CFA, MBA, fiduciary…and all-around good guy.

So happy to welcome back Dana Anspach to the Fun With Annuities podcast. She is one of the top fee-only financial planners in the U.S., and the founder of Sensible Money, LLC.

There are not too many people that can say they changed the majority of American's lives for the better, and be able to show a dollar figure to prove it. Ted Benna is one of those unique people.