NEW VIDEO SERIES:
20% MORE GUARANTEED INCOME IN RETIREMENT 

Watch this short video series to learn which annuities I use and how I use them to get an average of 20% more spendable retirement income than any other advisor plans you've seen.

What Is Advisor Fraud?Advisor fraud happens when a financial professional abuses your trust for their

Episode #72: Calling Out Advisor Fraud (And How to Avoid It)

What Is IRMAA and Why It Matters for RetireesIRMAA stands for Income Related Monthly Adjustment

Episode #71 Fixed Indexed Annuities and IRMAA

What Is the Delaware Life Dual Track Income Annuity?The Delaware Life Dual Track Income Annuity

Episode #70: Delaware Life Dual Track Income Annuity Review

Have you ever been told you’ll have enough money to last the rest of your

Episode #69: Stress Testing Your Retirement Plan

Worried About The Current Market Volatility Eating Away Your 401k?See if a 401k-to-Annuity Rollover Is

How to do a 401k Rollover to an Annuity

Once you’ve decided to buy an annuity, the next big question is usually, “What happens

Episode #67: What Happens When You Buy An Annuity?

If you’re thinking about putting your money into an annuity, you might wonder if it

Episode #66: How Safe Is Your Annuity Company?

Annuities have been around for hundreds of years, yet many so-called financial experts still get

Episode 64: Busting Dumb Indexed Annuity Myths

Understanding the difference between qualified and non-qualified annuities is important when planning for retirement. The

Episode 63: Qualified Versus Non-Qualified Annuities

Many people believe that dividend paying stocks are the best way to create reliable income

Episode 62: Guaranteed Income Annuities vs Dividend Paying Stocks

Have you been pitched a variable annuity by an advisor? On the surface, it might

Episode 61: Variable Annuities vs Fixed Indexed Annuities

Midland National issues the Accelerate 5 Fixed Indexed Annuity. They are part of Sammons Financial

Midland National Accelerate 5 Fixed Indexed Annuity Review

Have you heard of a Roth conversion annuity but aren’t sure how it works? A

Episode 59: Roth Conversion Annuity Update for 2025

The 4 percent rule has long been a go-to strategy for retirees looking to make

Episode 58: The New Safe Withdrawal Rate for 2025

The Aggregation Tax Rule is a little-known tax rule that can impact your withdrawals if

Episode 57: How To Avoid The Aggregation Tax Rule

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Watch This Free Video Series Below To Learn The Annuity Strategy That Helps My Clients Get

Want the Most Guaranteed Income in Retirement? Here’s How an Index Annuity Can HelpWhat You'll

Learn Who Index Annuities Work For, And How I Choose The Best Annuities For Income

Learn How To Use Index Annuities To Optimize Your Market Gains With Zero Risk To

Discover The #1 Question To Determine If You Can Gain 20% More In Spendable Income

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