1. The Ridiculousness Of Google Searches and ‘Secure 2.0’ Goals

      On today's show, we discuss how ridiculous some Google searches for retirement planning can be and what red flags you should look out for. We also talk about the current Secure 2.0 Bill and the top 9 goals inside it. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have any questions, give us a call at 888-228-8814. And don't forge…Read More

  2. Listening To The Money Doctor

      If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have any questions, give us a call at 888-228-8814. And don't forget to subscribe to the show on your favorite app. Just click on one of the links below or searc…Read More

  3. Financial Planning In Biden’s America

      We’ve surpassed the first 100 days of Joe Biden’s presidency and, so far, it has already provided plenty of fodder for discussion in the financial planning realm. Let’s look at some of the top issues of the past few months, how it impacts financial planning, and how conversations with clients about these issues are developing. Get Your Guaranteed Annuity Get Access To The IFL Manual V…Read More

  4. March Madness & Retirement Planning

      With March Madness about to come to a close and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in the game of basketball? We also discuss how the city you live in can have a drastic impact on your retirement plan. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click h…Read More

  5. The Benefits Of Working With A Financial Planner

    Financial planning is, unfortunately, not always an easy task to undertake. For most of us, money is not something that is particularly easy to come by. For this reason, planning for the future and your end goal of retirement can seem near to impossible. The good news is that by working with a financial planner, you can improve your odds of success. Instead of facing this overwhelming task alone w…Read More

  6. How the Right Annuity Could Help Support Your Spouse After You Die

    When choosing an annuity, you'll need to take your spouse into consideration as well. The payout of your annuity will depend on your life expectancy as well as how much you have saved; if you choose a single-life annuity, the payments will stop after you die. However, if you want your spouse to have a guaranteed income after your death, you'll want to choose a joint-life annuity. This plan takes i…Read More