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.

Reading Time: 3 minutes Inflation in retirement is one of the biggest concerns for anyone

Episode 88: The Best Way to Fight Inflation in Retirement

Reading Time: 3 minutesMost advisors talk about the “4% rule” when it comes to retirement

Episode 87: Longevity Risk Solved – Make Your Money Last for Life

Many advisors still talk about the “4% Rule” as a safe way to take money

Episode 86: Why the 4% Rule Could Destroy Your Retirement

Reading Time: 3 minutes When the Federal Reserve changes interest rates, it affects far more

Episode 85: How Fed Rate Cuts Affect Annuities

Reading Time: 3 minutes The annuity industry doesn’t change often. But when something new comes

Episode 84: EquiTrust SmartBoost Index Annuity Review

If you have a defined benefit pension and have been offered a lump sum instead

Episode 83: Pension Lump Sum or Annuity – How to Make the Right Choice

Do you know what will happen to your money if you pass away?That’s what we’re

Episode 82: How Annuities Help Prevent Catastrophic Beneficiary Mistakes

If you're sitting on a traditional IRA, chances are you've at least thought about Roth

Episode #81: Are Roth Conversions Worth It In 2025?

The ups and downs of the market aren’t just numbers on a screen—they’re emotional triggers.

Episode #80: Stock Market Volatility vs Guaranteed Income: Which Wins?

Have you been handed multiple annuity quotes—and walked away more confused than when you started?You’re

Episode #79: Getting Your Annuity Right The First Time

Clark Howard is back at it with another video bashing annuities.I don’t go around looking

Episode #78: Dismantling Another Clark Howard Annuities Rant

I recently worked with a couple who needed a strategy for safe income in retirement.

Episode #77: Comparing Income Annuities: Deferred vs Indexed With a Rider

You might be wondering what banks have to do with annuities. That’s the point.When people

Episode 76: Annuities vs Bank Accounts: Which One Actually Protects Your Money?

Most people don’t know this, but there are really only four reasons anyone ever buys

Episode 75: 4 Reasons to Buy an Annuity (And When It Makes Sense)

Have you ever wondered why there are so many types of annuities? Some offer income.

Episode #74 How Annuity Features and Benefits Are Designed

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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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