Latest Episodes
77
Comparing Income Annuities: Deferred vs Indexed With a Rider
If you're deciding between a Deferred Income Annuity (DIA) and a Fixed Indexed Annuity (FIA) with an income rider, this episode will give you...
76
Annuities vs Banks: Which One Actually Protects Your Money?
You’ve probably never questioned how banks actually make money. Most people haven’t. But once you see the numbers—the profits, the leverage, and the risk—you...
75
The 4 Reasons To Fund an Annuity
There are only four reasons anyone ever buys an annuity—and in this episode, I walk you through each one using a simple acronym: P.I.L.L....
74
How Annuity Features and Benefits Are Designed
Why are there so many types of annuities—and what really makes them different? In this episode, Marty breaks down how annuity features and benefits...
73
Does a Guaranteed Income Annuity Beat Market Risk in Retirement?
In this episode, I walk through a real conversation I had with someone nearing retirement who wanted guaranteed income starting in five years. Her...
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...