Jan 28, 2022

The cast of That Annuity show is proud to report that our retirement podcast, was recognized as one of the “Fifteen Must-Listen Podcasts” by WealthManagement.com. We really want to thank all the great guests in 2021 who made this possible. In particular, we want to give a big shout-out and thanks to Terry Heys,...

Jan 21, 2022

Someone once told me that finding an answer is easy. Coming up with the right question is not. In a complex process like retirement planning, the questions our clients ask and those we ask of them can prove more powerful for the outcome than the answers we actually receive.

Today, Jason Fichtner joins us to talk about...

Jan 14, 2022

Retirement planning conversations can easily focus only on traditional savings vehicles - 401(k)s, IRAs, money market accounts and stocks. However, home equity is an important asset that shouldn't be overlooked.

Today, Don Graves, a best-selling author and President of the Housing Wealth Institute explains why every...

Jan 7, 2022

Regulation never sleeps in our business. More states continue to enact the new NAIC model regs. And now the Department of Labor suggests it may come out with new fiduciary standards as well. How should the industry successfully navigate the shifting currents?

Today, we get some great guidance from Hayley Maldonado and...