Latest Episodes
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...
66
How Safe is Your Annuity Company?
When you put money into an annuity, how do you know it’s safe? In this episode, we’re breaking down exactly how annuity companies protect...
65
Long-Term Care Insurance Updates for 2025
Are you prepared for the rising cost of long-term care? In this episode, Marty Becker breaks down the latest updates in long-term care insurance...
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...