September 13, 2021
074 Kerry Pechter: Bermuda Triangle Retirement Zone
Welcome to the Fun With Annuities mic, a co-host who is crazy connected in the retirement income industry - Kerry Pechter. Kerry is the founder and editor of the Retirement Income Journal (RIJ), which recently celebrated its 500th issue.
August 10, 2021
069 Mr. FIA-X: More Index Annuity Secrets
Mr. FIA-X joins us again on the Fun With Annuities podcast for episode #69 this week to reveal the secrets of how the “annuity sausage” is made. His first appearance set records for listeners and viewers, and the demand for more of his insights was overwhelming.
August 3, 2021
068 Tom Hegna: Don’t Worry, Retire Happy!
So happy that Tom Hegna joined me for Fun With Annuities episode #68. Tom is an expert on all things concerning retirement and retirement income. Together, we turn on a firehose of factual information on retirement and how annuities can properly be a part of your plan.
July 26, 2021
067 Bradley Birkenfeld: Whistleblower Still Exposing Corruption and Creating a Better System
July 30th is National Whistleblower Day, so it is with incredible pleasure that we have Bradley Birkenfeld, the most influential financial whistleblower of all time, as #67 celebrity co-host this week.
July 19, 2021
066 Dana Anspach: Juicing Your Retirement Plan
Drumroll… This week's Fun With Annuities celebrity co-host is Dana Anspach, one of the country's most respected retirement and investment minds. In addition to her lengthy bio listed below, she has created unique client strategies to manage their money.
July 13, 2021
065 Bob Powell: The Voice for Your Retirement
Robert Powell, CFP®, is a long-time award-winning financial journalist and frankly one of the most influential, whose work appears regularly in TheStreet.com, USA TODAY, The Wall Street Journal, MarketWatch, FinancialAnswers.io/RetirementInvestor.io, and AARP.
July 5, 2021
064 Christine Benz: Avoiding Blind Spots in Your Retirement Portfolio Planning
Each week I bring you the best in their field, and this week is no different. This week's celebrity co-host is Christine Benz, Morningstar's Director of Personal Finance and someone I have been a massive fan of for years because she makes complex investment topics clear and accessible to the average reader.
June 22, 2021
062 Bob Carlson: Unlocking the Secrets of Social Security and Your Retirement Plan
Fun With Annuities Podcast #62 has no other than, Bob Carlson. He’s the founder of the popular retirement newsletter “Retirement Watch.” If you don’t already subscribe, stop what you are doing and go sign up. You can thank me later.