Latest Episodes
72
Calling Out Retirement Advisor Fraud (and How to Avoid it)
Not all financial advisors are created equal—and in this episode, I explain why. From big-name firms to flashy sales pitches, I walk you through...
71
Fixed Indexed Annuities and IRMAA
Some types of income can quietly push your Medicare premiums higher—sometimes by hundreds of dollars a year. In this episode, Marty explains how IRMAA...
70
Delaware Life Dual Track Income Annuity Review
Not all annuity income is created equal. In this episode, I take a close look at the Delaware Life Dual Track Income Annuity—a product...
69
Stress Testing Your Retirement Plan
You may think your retirement plan is solid—but have you ever tested it? In my latest post, I talk about stress testing your retirement...
68
How to do a 401k Rollover to an Annuity
Thinking about using your 401k to buy an annuity? In this episode, I break down the two main ways to do it—and the big...
68
What Happens When You Buy an Annuity
You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by...