Latest Episodes
64
Busting Dumb Indexed Annuity Myths
Are indexed annuities really as bad as some financial experts claim? In this episode, Marty Becker breaks down the biggest myths about indexed annuities...
63
Qualified Versus Non-Qualified Annuities
Not all annuities are taxed the same way, and understanding the difference between qualified and non-qualified annuities can have a big impact on your...
62
Guaranteed Income Annuities vs Dividend Paying Stocks
Are dividend-paying stocks really a reliable source of retirement income, or are they riskier than they seem? In this episode, we break down income...
61
Variable Annuities vs Fixed Indexed Annuities
Are you relying on a variable annuity for retirement income? You might want to think twice. In this episode, I break down the hidden...
67
Roth Conversion Annuity Update for 2025
Have you been considering a Roth conversion but aren’t sure how to handle the taxes or where to hold the funds? In this episode,...
58
The New Safe Withdrawal Rate for 2025
Is the 4 percent rule outdated? In this episode, we break down Morningstar’s latest research on safe withdrawal rates for retirement in 2025. Learn...