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Recent Posts

1. Rolling Over Retirement Accounts From An Old Employer

     The pandemic has caused a lot of turmoil in the job market. Many people have been laid off and now have to find a new employer to work for. But what should you do with your retirement account that's with your old employer? Matt and Nick talk about a few strategies you can utilize when making …Listen Now

2. The Cost Of Waiting

     There is no doubt that procrastination is in our human nature. Many people will push off tasks that need to be done until the very last minute, but this is not a trait that you want to carry in your financial life. Matt and Nick break down how much waiting can cost you in retirement. Not only…Listen Now

3. COVID & The Markets

   The market has made a significant rebound since the dip in March. However, we should still proceed with caution and be wary that all of the economic effects of COVID-19 have not been felt fully. Matt and Nick will discuss how the markets take in information from the news and dive into the 5 companie…Listen Now

4. The Three C’s of Retirement

   The Income For Life Show, powered by Folds of Honor, is back! On the first episode of the renewed podcast, Matt and Nick discuss the philosophy behind The Three C's of Retirement. Understanding your Checkbook, Calendar and Clock is the secret to a successful retirement and we'll explore why that's t…Listen Now

5. What Will Retirement Look Like In A Trump Presidency?

   What will the United States look like during a Trump presidency? And more importantly, what will retirement look like over the next four years? We're going to focus on three major expected changes and issues that could result from this election. We're going to talk about Social Security, the "Fiduci…Listen Now

6. The 8 Percent Annuity Return Discussion

   The 8 Percent Annuity Return Discussion.…Listen Now

7. Occam’s Razor And Retirement Planning

   Occam’s Razor is a term from the 1300’s that still applies today, which describes that when two or more ideas are presented to you – the simplest idea should be chosen. That same idea is how retirement income planning should be, because if you cannot explain it to a six-year-old, you probably …Listen Now

8. Retirement Survival Of The Fittest

   Have you ever wondered whether or not you would “make it” in retirement? You know, whether you had saved enough money… or whether you were carrying too much stock market risk? Are you paying too much for your investments? Do you have the right advisor? These are all pretty common questions tha…Listen Now

9. Remaining “Status Quo” In Retirement – Good Or Bad Idea?

   “Status Quo” is a term that is often thrown around for a variety of things. At it’s core definition, it means “the existing condition or state of affairs.” We commonly use it as a phrase to insinuate that we are just ‘going to keep things the same’ or choose not to change how we have a…Listen Now

10. The Obituary Of Common Sense

    Sometimes, the simple thought of ‘common sense’ gets overlooked in all the media marketing and political correctness ways of today. It is important to sometimes look back and reflect on things that we often say and do. Today, our old friend by the name of ‘Common Sense’ has passed away – a…Listen Now

11. The Failed Experiment

    History has proven that the 401(k) has failed miserably when it comes to providing a nest egg for retirement – for many reasons. Listen to this podcast to learn more.…Listen Now

12. The Ultimate Retirement Income Solution

    Q: When does an OPINION become a FACT? A: When the opinion can be proven. Sure, everyone can have an opinion on whatever they want. There is nothing wrong with opinions, as long as they do not distort the facts. With that said, the #1 fact of retirement income planning is quite simple: Your retireme…Listen Now

13. The Retirement Crisis No One Talks About

    If you become disabled, you may face huge bills for daily help. And, no, Medicare doesn’t cover it. When you try to gauge the biggest risks to your financial security in retirement, health care costs usually top the list. But there’s even bigger danger that doesn’t get as much attention: long-…Listen Now

14. What Happened The Last Time Oil Prices Dropped Like This?

    Filling up at the gas pump these days sure is nice. Gas is under $2 per gallon in most places and it sure is easier on the wallet – but what happened the last time oil prices dropped this low this quickly? The signs are all around us and looking back at history can sometimes tell you what is comin…Listen Now

15. Investing In the Stock Market In Retirement

    So, you’ve retired, huh? Now what? Should you keep all of your money in the stock market? How much risk should you really be taking? Better yet…how much risk can you truly afford to take? If history has taught us anything about investing in retirement, having too much risk at the wrong time can …Listen Now

16. An Elementary Math Equation

    Proper retirement income planning is necessary to make sure that your Required Income (the ‘I must have every month’ money) is safe and secure – but why do so many insist on making it more confusing than it should be? You decide. Listen in to learn about The Elementary Math Equation and determ…Listen Now

17. 20 Year History of FIA Plans

    In today’s media, we often hear about the new Hybrid Annuity products, or Fixed Index Annuity products, and how they can not only allow a retiree to have peace of mind with their retirement dollars – but also participate in the good years of the markets. I am a believer that in order to determin…Listen Now

18. The 7 Retirement Income Planning Risks and How to Avoid Them

    Proper retirement income planning is difficult, to say the least. Who is right and who is wrong – and what if I mess it up? We understand. Listen to the podcast to learn about the 7 Retirement Income Planning Risks and How to Avoid Them and call us toll free at 877-284-8929 or visit www.IncomeForL…Listen Now

19. Your Behavior and Why it Matters to Your Money

    If you are beginning to prepare for retirement, or you recently retired and you are trying to sort out all the different options you have, you might be feeling a little overwhelmed! After all, making smart financial decisions is pretty hard! Not only do you have to determine who is the best advisory…Listen Now

20. Annuities: The Good, The Bad and The Fine Print

    Today, the #1 fear in retirement is outliving your money, and it makes sense. How do you know if you have saved enough for retirement? The fears are real. On today’s show, we look at the only financial product out there that can offer the promise of a guaranteed lifetime income stream in retiremen…Listen Now