January 4, 2022
090 Michael Finke: Keys to Goal Based Retirement Planning
C'mon man! This week's co-host is wearing a QLAC hat. YOU KNOW we're going to love what he's got to say. Welcome, Michael Finke, to the Fun With Annuities podcast for episode 90. He is a Ph.D. and professor of wealth management at The American College of Financial Services.
December 28, 2021
089 Mr. FIA-X: The Empty Promises Behind Fixed Index Annuities
Back by popular demand once again, Mr. FIA-X joins me on Fun With Annuities episode #89. Without a doubt, he is one of the most popular guests I have on because people are so interested in the FIA (aka: Fixed Indexed Annuity) topic and want to know the brutal truth.
December 14, 2021
087 Jason Fichtner: Understanding A Changing Retirement Landscape
Fun With Annuities co-host # 87 is Jason J. Fichtner, Ph.D., vice president and chief economist at the Bipartisan Policy Center. His research focuses on Social Security, federal tax policy, federal budget policy, retirement security, and policy proposals to increase saving and investment.
November 9, 2021
082 Terry Savage: Financial Realities Right Now
Welcome back to the mic Terry Savage for Fun With Annuities episode #82. I reached out to The MoneyLady®, Terry Savage, to hear her thoughts on the current market environment and her predictions and advice on how people can navigate these volatile times.
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.
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.
October 4, 2021
077 Dan Prescher: No U-Hauls Behind Hearses
I really enjoyed having co-host Dan Prescher on the Fun With Annuities podcast #77 because his organization falls in line with my saying that “There’s no U-Hauls behind hearses!” In other words, you can’t take it with you, so enjoy life while you can.
September 20, 2021
075 John Lenz: The Annuity Mechanic says Live, Die, or Quit
I have come up with the appropriate nickname for John Lenz - The Annuity Mechanic. He can fix any situation, and he has seen everything over his 40-year career. As I said during the podcast, if there was such a thing as an "Annuity Room"