
Article
April 22, 2022
Transfer 401k to Annuity: Should You?
With over 10,000 baby boomers reaching retirement age every single day, many of these retiring workers are asking questions like “Can I move my 401k without penalty?” and “Should I transfer my 401k to an annuity.” Both are questions that involve a 401k rollover strategy.

Podcast
April 19, 2022
Steve Vernon: How To Avoid Going Broke in Retirement
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.

Podcast
April 12, 2022
Paul Merriman: 7 Things You Should Be Doing With Your Retirement Portfolio
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.

Podcast
April 5, 2022
Peggy Nicholson: Preparing for Death Without All The Information You Need
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.

Article
April 4, 2022
Retirement Portfolio: Your Secret Weapon is Annuities
Today's topic is your retirement portfolio. The secret weapon is annuities. That doesn't mean everybody needs one, but I will explain how annuities can give you peace of mind, that turnkey approach, that lifestyle you're looking for.Think again when you hear people say, "Don't buy an annuity."

Article
February 17, 2022
Reveal What’s in Stan’s Retirement Portfolio
Everyone keeps asking me, “Hey Stan what's in your retirement portfolio? Does the master of the universe, The Annuity Man, America's Annuity agent®, drink the Kool-Aid? Do you buy what you sell?" Huh, good question. We're going to go into all of that.

Podcast
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.

Podcast
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.