May 23, 2025
In this episode of That Annuity Show, Paul Tyler and Laura Dinan Haber welcome Miles O'Keefe, who shares his journey in the funeral and financial planning industry. The conversation explores the intersection of Medicare and financial planning, the role of technology in enhancing human-centered services, and the...
May 9, 2025
In this episode of That Annuity Show, host Paul Tyler welcomes Roger Kahlon, Vice President and Head of Consulting at Zinnia, to discuss key takeaways from the recent IRI Annual Conference. They explore the industry's digital transformation journey, including the Digital First initiative, the growing importance of...
May 2, 2025
In this episode of That Annuity Show, we welcome Bill Bengen,
the creator of the 4% rule, to discuss the evolution of retirement
planning strategies. Bill shares insights into the origins of the
4% rule, its mechanics, and how it has been adapted in his upcoming
book.
The conversation delves into the eight essential...