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.

Most people think retirement planning is all about money. They focus on their 401k, Social

Episode 104: Retirement Planning: The Psychological Transition Nobody Prepares For

Retirement isn't about chasing returns. It's about engineering income.Last week, I sent out an email

Episode 103: Retirement Income Strategy To Ladder Annuities For Guaranteed Income

If you're looking at CDs because they feel safe, you might want to know about

Episode 102: MYGAs vs CDs – Which Is Better for Your Safe Money?

If you've recently inherited an annuity, there's a good chance you're feeling confused, stressed, or

Episode 101: Inherited Annuities – Stop Before You Sign That Paperwork

If you've ever wondered why retirement feels more complicated than it should, you're not imagining

Episode 100: The 4% Rule for 2026

Here’s a question most people never ask themselves:"Do I want to choose when I pay

Episode 99: Using Partial Roth Conversion Annuities for Tax-Free Income

Let me start with a strange truth: annuities solve one of the biggest problems in

Episode 98: 5 Reasons Smart People Resist Annuities (At First)

Let me start with a simple question. If I handed you a suitcase with one

Episode 97: What is Peak 65? The Retirement Crisis Affecting 4 Million Americans Every Year

Many people think retirement planning is simple. You save your money, invest it, and then

Episode 96: Fidelity Annuities vs Atlas Annuity Strategy: Save $133K on Guaranteed Retirement Income

Many people wonder if annuities can protect their assets from lawsuits or creditors. This question

Episode 94: Can Annuities Protect Your Assets from Creditors and Lawsuits?

When people think about retirement, they usually picture steady income and a comfortable plan. But

Episode 93: Nationwide Care Matters Annuity Review

Lincoln Financial has been keeping promises since 1905 — nearly 120 years of reliability. With

Episode 92: Lincoln OptiBlend 5: The S&P 500 Fixed Index Annuity Worth Considering

When you think about annuities, most people assume you have to give up growth in

Episode 91: 13.25% Growth Annuity, Zero Principal Risk

Reading Time: 2 minutesMany people were surprised to hear that BlackRock is selling annuities. For

Episode 90: Why BlackRock Is Selling Annuities

Reading Time: 3 minutes Would you be considered financially fragile in your retirement?That’s the question

Episode 89: 14% Annuity Bonus on Both Income and Death Benefit

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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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