Latest Episodes
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...
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...