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Having money and being financially secure is a great thing. But if you don’t feel good, it really doesn’t matter. Nod your head.

Steve Vernon is one of the most sought-after retirement experts in the country. He is the president of Rest-of-Life Communications, where he speaks, writes, and conducts research on the most challenging aspects of retirement, finances, health, and lifestyle.

Paul Merriman’s 60-year legacy of helping people with their money is unmatched. His “tell the truth” passionate approach should be the benchmark for all financial advisors and is the obvious foundation for the current march to all things fiduciary.

Margaret “Peggy” Nicholson is one of a kind. A unicorn. She might be the most unique celebrity guest host of all the guests I’ve had on my Fun With Annuities podcast. She is a 78 ½-year-old dynamo and a world traveler.

Charles Rotblut is a Vice President and Financial Analyst at the American Association of Individual Investors (AAII) and the editor of the AAII Journal. He is also the creator of the PRISM Wealth-Building Process.

Welcome to Fun With Annuities episode 101 with Andy Panko. When he started Tenon Financial in 2019, he designed the flat-fee-based firm exactly how he thought a retirement planning advisory service should work.

Once again, Michael Fincke brings the factual goods to my “Fun With Annuities®” podcast. Even though Michael & I are the top 2 fan-boys of QLACs (Qualified Longevity Annuity Contracts), we showed our self-control to not go down the QLAC rabbit hole.

Financial royalty joined my “Fun With Annuities” podcast when Terry Savage agreed to share her financial tips for 2022. Below is her direct outline and insight into those five financial nuggets.

Bill Black is considered the top life insurance expert in the U.S., and his over four decades of experience is unmatched.

What a treat to have Allan Roth on the podcast to share his insights into retirement planning. Allan’s decades-long approach can be summarized by his company’s website www.DareToBeDull.com.

When you are one of the top personal money managers in the country, you have access to some of the top minds in the financial world. Owen Schrum’s status allows him to have conversations with the movers and shakers on Wall Street, which he then uses that insight to the benefit of his main street clients.

What a treat to have Gary Baker from CANNEX back on the podcast. I tease Gary that his nickname should be “Gary Baker…the Annuity Dream Maker” because he is literally behind the majority of lifetime income annuities purchased in the United States.

Jeff Miller continues to be one of our most popular guests because of his expertise on the Social Security topic. This podcast did not disappoint and is filled with incredible insight into what is happening with Social Security in 2022 and Jeff’s predictions for the future.

I consider John Lenz one of the top annuity minds in the country. His depth of knowledge is something that I respect and rely upon. I was so happy to have John on the Fun With Annuities Podcast again because we covered annuity laddering, a topic and strategy that people need to be aware of.

Thanks for joining us for another week! For a long time, I have been looking for a credible source for Medicare. I have found that person, so please help me welcome Ellie Saul to Fun With Annuities for podcast 092.