090 Michael Finke: Keys to Goal Based Retirement Planning

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.
089 Mr. FIA-X: The Empty Promises Behind Fixed Index Annuities

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.
088 David Blanchett: Retirement Income Investing in a Low-Yield World

088 David Blanchett: Retirement Income Investing in a Low-Yield World

A true "rock star" in the retirement planning world, welcome to the Fun With Annuities podcast David Blanchett, the managing director and head of retirement research at PGIM Solutions.
087 Jason Fichtner: Understanding A Changing Retirement Landscape

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.
086 Steve Parrish: Rational and Phased Retirement Planning

086 Steve Parrish: Rational and Phased Retirement Planning

Steve Parrish is a true thought leader, and it was great to have him on the podcast. He is the co-director of the Retirement Income Center at The American College of Financial Services.
085 Bob Carlson: The Good News and Gotchas Around Tax Wise Investing

085 Bob Carlson: The Good News and Gotchas Around Tax Wise Investing

With our “friends” in Washington, DC spending money at historic levels it’s common sense that taxes are probably going to go up and politicians will be targeting existing tax-saving strategies.
083 Jack Lenenberg: How To Qualify for Long-Term Care

083 Jack Lenenberg: How To Qualify for Long-Term Care

After Jack Lenenberg first appeared on the Fun With Annuities podcast, I was inundated with questions from people wanting to know if they could qualify for Long Term Care (LTC) coverage.
082 Terry Savage: Financial Realities Right Now

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.
081 Tom Hegna: Mortality Credits Drive The Income Train

081 Tom Hegna: Mortality Credits Drive The Income Train

It’s great to have Tom Hegna back on the FWA podcast to talk about how "Mortality Credits" are the key to lifetime income pricing with annuities. He told a great story that simply explained how mortality credits work.
080 Jamie Hopkins: Retirement Planning and The Why That Makes You Cry

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.
079 Loren Feldman: Transition to Retirement as a Life Entrepreneur

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.
078 Wade Pfau: Retirement Income Style Awareness

078 Wade Pfau: Retirement Income Style Awareness

If there was an “Annuity Mt. Rushmore”, this week’s co-host Wade Pfau would be one of those infamous faces on the side of that retirement mountain. If there was ever a true retirement expert, it is Wade.
077 Dan Prescher: No U-Hauls Behind Hearses

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.
076 Mr. FIA-X: Letters, Numbers, and BS Bonuses

076 Mr. FIA-X: Letters, Numbers, and BS Bonuses

Back by popular demand, Mr. FIA-X joins me on Fun With Annuities episode #76. When his interviews hit, I get a ton of emails from people who 1. Are trying to guess who Mr. FIA-X is, and 2. fans flooding me with follow-up questions.
075 John Lenz: The Annuity Mechanic says Live, Die, or Quit

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"