1. 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

  2. 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 do not understand it yourself. Take a listen and find out how the strategies at Income For Life fit …Read More

  3. 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 retirement income MUST be guaranteed for LIFE. It must last as long as you do. Anything else is just a guess…Read More

  4. 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 retirement – and that is an annuity. We will uncover the good, the bad and the fine print.…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. Why Downsizing Is A Great Retirement Strategy (And Some Tips If You Decide To Do So)

    Is living in your large home where you raised your family starting to not make as much sense? You might have three or more extra bedrooms that have been collecting dust. You’re watering a lawn and heating a home that you don’t use the entirety of anymore. On top of that, as we age, it can become increasingly difficult to handle everyday necessary tasks that you used to easily accomplish. It al…Read More