074 Kerry Pechter: Bermuda Triangle Retirement Zone

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.
073 Chuck Jaffe: Your Money and Your Life

073 Chuck Jaffe: Your Money and Your Life

Fun With Annuities Podcast Celebrity Series
072 Owen Schrum: When Free Ain’t Free

072 Owen Schrum: When Free Ain’t Free

So happy to have Owen back on the Fun With Annuities podcast to wake people up to the fact that free ain’t always free. As one of the top money managers in the country, Owen addressed the crisis that affects too many Americans.
071 Jeffrey Miller: Social Security Strategies Explained

071 Jeffrey Miller: Social Security Strategies Explained

Fun With Annuities Podcast Celebrity Series
070 John Olsen: Annuity Royalty Shares Wisdom thumbnail

070 John Olsen: Annuity Royalty Shares Wisdom

John Olsen is one of the handful, over the long history of annuities that I can honestly refer to as "Annuity Royalty." For anyone who knows John or has read his work, it's indisputable.
069 Mr. FIA-X: More Index Annuity Secrets

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.
068 Tom Hegna: Don’t Worry, Retire Happy!

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.
067 Bradley Birkenfeld: Whistleblower Still Exposing Corruption and Creating a Better System

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.
066 Dana Anspach: Juicing Your Retirement Plan

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.
065 Bob Powell: The Voice for Your Retirement

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.
064 Christine Benz: Avoiding Blind Spots in Your Retirement Portfolio Planning

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.
063 Dennis Miller: Your Comfortable Retirement Guarantee

063 Dennis Miller: Your Comfortable Retirement Guarantee

Dennis Miller and I go way back, and he and I have been talking annuities and retirement income via each other's blogs and shows for years. He's the founder of the "Miller On The Money" newsletter….which is FREE to consumers!
062 Bob Carlson: Unlocking the Secrets of Social Security and Your Retirement Plan

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.
061: John Lenz The Annuity Mechanic Thinks Outside The Box

061: John Lenz The Annuity Mechanic Thinks Outside The Box

Can we swear on this channel? This week's Fun With Annuities podcast wastes zero time getting down to brass tacks on real-life situations with lifetime income planning for yourself and beneficiaries.
060: Bill Black on The Math and Taxes of Life Insurance

060: Bill Black on The Math and Taxes of Life Insurance

Bill Black is based in Winter Park, Florida but recognized as one of the top life insurance experts in the U.S. His no-nonsense approach and access to the best carrier products and quotes mirrors.