Latest Episodes
13
How The Atlas Annuity Strategy Works
Today, we're taking a deep dive into the Atlas Annuity Strategy, a cornerstone of our approach to retirement planning. In this episode, I’ll share...
13
Getting A Second Opinion on Annuities
Shedding old ideas and paradigms is crucial for personal growth and success, akin to a snake shedding its skin to accommodate growth. Education is...
13
What Annuities Do I Have?
00:00 When considering annuities, it's essential to focus on which annuity is right for your specific financial situation rather than asking what annuities are...
12
What is a Fiduciary Advisor?
Introduction to fiduciary advisors and the importance of understanding fiduciary status. Explanation of the five-part test for fiduciary advisors and its criteria. Discussion of...
11
Annuities Vs. CDs
In this episode: Annuities vs. CDs - Which is the Right Investment for You? Welcome to our latest financial insights video! Today, we're tackling...
10
Analyzing The Fisher Investments "Annuity Insights" Report
Debunking a widely marketed report like Fisher's "Annuity Insights" is crucial for individuals who are in or approaching retirement for several reasons: Informed Financial...