1. Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin With Scott Souther

      We invite Scott Souther on to today's podcast. Scott works for CEK Insurance and has an extensive background in retirement planning, insurance, and Medicaid planning. When coming up with a show idea we were inspired by Proverbs 16:18, which says “Pride goes before destruction, a haughty spirit before a fall.” Matt and Scott will talk about some of the ways that pride might manifest itse…Read More

  2. 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

  3. woman on man's back smiling and laughing because they trusted income for life

    4 Annuity Types to Help You Stay Retired

    You may be concerned about staying retired. What if you run out of money? What if you have to go back to work? These are two of the scariest questions to answer. Your retirement plan is a huge factor in staying retired. You want to reduce the chance of needing to come out of retirement and increase your retirement income. At Income For Life, we help you stay retired. One way we do this is with ann…Read More

  4. Can You Buy An Annuity With Your IRA Or 401(k)?

    If you have an IRA or 401(k) plan for retirement, you may be wondering if you can buy an annuity with those saved funds. We’re here to tell you that is absolutely possible, and that you do have the ability to move your IRA or 401(k) — completely tax-free. Our financial advisors at Income For Life have years of experience helping connect individuals with their ideal plans for retirement. One of…Read More

  5. Remaining ‘Status Quo’ In Retirement – Good Idea or Bad Idea?

    "Status Quo" is a term that is often thrown around for a variety of things.  At its 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 the methodology in which we have always done something.  And while this is fine in terms of the route you take to work or chu…Read More

  6. Underestimating What You Need In Retirement

    As thousands of baby boomers rush into the retirement system each and every day, the easy retirement income planning in Dallas you hoped for can be a tough task.  After all, people have worked a lifetime in most cases to accumulate what they have, and never before now have they had to attempt to develop a plan that will help them spend some of their savings. Need help with finding a retirement st…Read More