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.

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

Have you ever wondered what a market value adjustment is? It’s a common question for

Episode 56: Market Value Adjustments & Annuities

A common question about income annuities is, “Isn’t the annuity company just giving me my

Episode 55: Does an Income Annuity Just Give Your Money Back?

The fable of the Fox and the Hedgehog provides a simple yet powerful framework for

Episode 54: The Hedgehog Retirement Strategy

Retirement planning can be challenging, especially when it comes to balancing income and taxes. Today,

Episode 53: Using Annuities For Roth Conversions

Reading Time: 3 minutes Do you have a bank CD that’s about to mature, and

Episode 52: CDs Maturing Soon? How to Avoid Reinvestment Risk and Find Higher Rates

Inflation is something we all feel, whether it’s at the gas pump, the grocery store,

Episode 51: Are Inflation Adjusted Annuities Worth The Cost?

When it comes to annuity withdrawals, there’s no one-size-fits-all answer. Each person’s financial goals and

Episode 50: 10% Annuity Withdrawals or Interest Accrual?

Today, we’re diving deep into the Ibexis Fixed Index Annuity to help you decide if

Episode 49: Ibexis Fixed Index Annuity Review

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Watch The Video Series Below To Receive My Breakthrough Annuity Strategy For Generating 20% MORE

Learn How To Get The Most Guaranteed Income Possible Through Retirement With An Index AnnuityExplore

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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