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That Annuity Show

Nassau Financial Group

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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
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Insurance 360

Pinnacle Financial Services

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Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are now, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
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Retirement Keys

Anthony Cangemi

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Rock on Retirement

Rock on Retirement

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The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
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The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Crump Insights

Crump Life Insurance Services

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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution.
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Welcome to How To Protect And Grow Your Money with Mark Tabron. If you’ve recently retired or are approaching retirement, then listen up, because on this show we’re going to provide you with essential information designed to prepare you for the financial challenges that lie ahead. If you want to learn how TO retire and how to STAY retired, you’re in the right place. Your financial future doesn’t have to be complicated, so we’re going to keep it simple on each show. Your host is Mark Tabron, ...
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Retirement and Your Money: Dollars and Sense Radio is the perfect podcast for retirees or those planning to retire and want to learn more about how to manage their money for retirement. Hosted by financial expert Doug Horne, this show provides helpful insights, tips and strategies to ensure your retirement years are financially secure. Retiring is a milestone that many look forward to, but it's important to plan and prepare for the transition. Taking the time to understand your financial sit ...
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The Mind Money Spectrum Podcast

Aaron Agte and Trishul Patel

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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson, CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson ca ...
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Wycliffe Foundation

Wycliffe Foundation

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Listen to the Wycliffe Foundation discuss various gift planning vehicles. Topics vary from wills, bequests, annuities, donor advised funds, IRA rollovers and more. The Wycliffe Foundation is a ministry of gift planning serving partners in global Bible translation, linguistics training and humanitarian aid.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Smart Money

Kevin Richards

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
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Stopping Retirement Losses & Building More Control & Security

Mark Rogers, Financial Educator of Two Room Schoolhouse

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Learning never leaves us. Understanding how to make decisions comes from learning.In our working years (40-50's) affords us wonderful PLANNING options for the decades to come. Learning in our 50's is critical to build security in financial future.And in our 60's, we have so many NEW decisions to learn about for Retirement Years.Mark Rogers, Educator from the TwoRoomSchoolhouse site, share WEEKLY insight on critical NEWS, plus answers questions on Life Insurance, Annuity Policies, Medicare Po ...
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Retire At Peace

Gerald G Ginwright

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Financial Wellness Radio

Rob Burnette and Lori Gross

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
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The One About Retirement

Rhett Wood and Mark Rose

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Artwork
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
Welcome to Insurance Agent Podcast! We are excited to help agents become the best at their craft. Our podcast is powered by the #1 IUL Leads Vendor Agent Leads. This is a podcast for Insurance agents hosted by insurance agents. We know that being an insurance agent can be challenging, but we are here to help you overcome any obstacle. Tune in each week for new episodes packed with useful information that you can use to improve your businesses. Thank you for joining us on this journey!
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In this episode, The Annuity Man discussed: The purpose of Fixed Index Annuities Buying only for contractual guarantees Why some agents oversell Index Annuities Understanding contractual guarantees Key Takeaways: Fixed Index Annuities are designed for principal protection and lifetime income, not market growth. Buy annuities only for contractual gu…
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Building a solid income plan is a foundational piece of retirement planning and there are a variety of ways to create those income streams. One product that often comes up during meetings is the annuity because of its ability to produce guaranteed income to replace your paycheck, but is it a good choice for your portfolio? Jake Doser, CFP®, CPWA® a…
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Today, Mike Odor, Head of Annuity Sales at Midland National Life Insurance Company and Branislav Nikolic, Managing Director, Head of Insurance at The Index Standard join us to talk about a new approach to guiding agents on how to think about recommending FIA index strategy allocations. They share insights on how the Index Standard is helping to str…
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In this episode, we delve into the key differences between the accumulation and distribution phases of your financial journey. We'll discuss how to effectively save and invest during your working years to build a solid financial foundation. Then, we'll explore strategies for managing your wealth in retirement to ensure a comfortable and secure futu…
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In this lively edition of Rock on Retirement, Coach Pete turns up the volume on retirement planning with his magical "financial prescription pad!" Get ready to hear chart-topping strategies like the Advance and Protect Strategy and the Spend and Leave Plan along with some key advice that makes tax planning sound like a party trick. It's all here to…
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Buckle up for a wild ride on Financial Safari with Coach Pete, where retirement planning gets a fun makeover using game theory and the art of picking your dream financial coach! He unravels the mysteries of making your money work for you—with simplicity, personalization, and crystal-clear transparency—while dodging the sneaky pitfalls of conflicts …
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All of the back and forth is finally over and the election results are in. Donald Trump will take office for a second term and it’s already having a big impact on the market. The news is all over everyone’s feeds and our clients are asking us what this means for them. We know the campaign trail is fraught with promises, empty or otherwise, on both …
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Ever since the McDonald brothers first launched their vision of fast burgers at 15 cents a pop in 1948, inexpensive beef has become an American BASIC, , practically a birthright along with voting and the high school prom. We’ll review a Bloomberg report on how much a hamburger costs today, and WHY in the Market Intel segment, then Shelley Grandidge…
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A technology pioneered by Benjamin Franklin is being revived to build more efficient electric motors—a disruptive new twist on old technology that has the potential to be massive, says Christopher Mims writing for the Wall Street Journal. That story in the Market Intel segment-- then we’ll dig into a retirement strategy now working extremely well f…
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In part three, Mike Martini, President & CEO of Crump, and Chris Cook, SVP of Underwriting at Crump, delve into the timely topic of genetic testing and its impact on life insurance underwriting. They discuss the regulatory landscape across states and for insurance carriers, sharing how Crump is a trusted resource for professionals handling client c…
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Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include: What sources of income are taxable vs non-taxable Required Minimum Distributions ("RMDs") from both your own accounts and inherited accounts How to pay taxes in retirement: withholdings vs making estimated payments Gifting tax-effic…
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With pensions on the horizon, are we saving too much money for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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In this week's episode, we'll discuss how you can retire without worrying about your income in retirement in today's world without pensions. How can you guarantee a lifetime income like a pension if you don't work for a company that offers a pension? How can you structure your income in retirement to cover your expenses now and higher prices due to…
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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A day before the election of 2024, Home Depot founder Bernie Marcus passed away. After getting fired together from a hardware business in the 1970s, he and a partner started with a few stores in Atlanta--then built Home Depot into a national powerhouse that made them both billionaires. We have that story for you in the Market Intel Segment, then Sh…
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Retirement isn't just about building a nest egg—it's about crafting a balanced, fulfilling life. Dive into a conversation that goes beyond the numbers. In this episode, John and April uncover the holistic approach to retirement planning that goes far beyond financial savings. You’ll discover… Why retirement planning involves much more than just acc…
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Many families are still finding politics to be a tough subject—especially in this heated election cycle. In today's Market Intel segment, we have an interesting story for you from the Wall Street Journal about a mother and daughter voting opposite ways for president. It may hit home for you. We then hear from some really inspiring voices in segment…
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In this episode, The Annuity Man and Steve Parrish discuss: What are QLACs? Transferring longevity risks Creating a secure income floor in retirement How annuities are priced Key Takeaways: QLACs (Qualified Longevity Annuity Contracts) are a pro-consumer annuity product that allows transferring longevity risk by using IRA assets for lifetime income…
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A recent study reveals Gen Z and Millennials are most likely to make impulse buys during the holidays than Gen X and Baby Boomers. I joined CBS Mornings Plus with tips to make smarter spending decisions as gift-giving season nears. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twi…
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Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
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Today we're diving into the unique financial challenges and opportunities facing Generation X as they navigate retirement planning. We'll discuss the impact of student debt, housing costs, and the diminishing role of pensions on Gen X's financial futures. We'll also explore strategies for maximizing retirement savings, optimizing investments, and p…
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In this episode, we sit down with Jeremy Bryan, a seasoned Senior Portfolio Manager, to delve into the world of portfolio management and investing strategies. Jeremy shares his insights on diversifying investments, risk management, and the importance of a long-term investment horizon. Tune in to learn how you can build a robust investment portfolio…
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As interest rates soared five times higher than they were right after the Pandemic over the past several years, Callable Cds became popular, offering higher rates on safe money but with one big catch. The bank can call back the CD almost any time. They are doing just that right now--in droves. We cover a Wall Street Journal report on that in the Ma…
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Send us a text 🎃 Trick or Treat! Insurance 360 presents a Halloween Special! 🎃 Join Bob and Rob as they take you on a haunted journey through Insurance 360's spookiest podcast episode yet! From phantom paperwork to eerie encounters in finance, we've got chilling stories from every department. You won’t want to miss these ghostly tales from the comp…
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In today's fast-paced world, navigating the complexities of financial planning is very difficult at times. Many individuals find themselves asking, "What exactly does working with a financial advisor entail?" Today we’re going to shed light on this very question, offering a comprehensive guide to understanding our role and our process for planning.…
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The U.S. housing market is stuck, says the Wall Street Journal. The real-estate industry hoped 2024 would be a recovery year where mortgage rates fell and home sales climbed. Instead, mortgage rates dipped for a few weeks and then climbed back toward 7 percent. Are there bargains in the real estate market right now? Is it time to be an investor? We…
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In part two of our special series, we learn why it's more than just life insurance—it's living insurance. Mike Martini, President & CEO of Crump, and Chris Cook, SVP of Underwriting at Crump, discuss how preventive health screenings are transforming the life insurance industry. Learn about cutting-edge tests like the Galleri® cancer test and Prenuv…
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Toward the end of 2024, there has been a lot of talk about an upcoming "Lost Decade" for the US Stock market. This is where the stock market performs relatively poorly for a full ten year period, much like the decade from 2000-2010 in which the S&P 500 index was negative. What strategies should those approaching retirement consider under these circ…
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Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not: You should always contribute at least enough to your employer plan (like a 401(k)) to get the full employer match You shouldn't help your kids pay for college if it means shorting your own financial security in retirement You need at l…
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I want to retire next year at the age of 62 after working at the same company for 35 years. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#d…
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