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: 5 minutes Today we’re going to compare the Fidelity annuities offerings (along with

Fidelity Annuities vs ATLAS Annuity Strategy

 When thinking of life insurance/annuities companies, one of the first things that pops into people’s

Should I Only Use A Rated Annuity Companies?

Reading Time: 4 minutes In my work with clients approaching retirement, I’ve noticed a troubling

Episode 25: Annuity Bonus Rates Alone Don’t Matter

Today, we're going to look at how to use annuities in place of life insurance.

Episode 24: How To Use Annuities as Life Insurance

In today's episode, we're going to be looking at a case study that I've recently

Episode 23: Beware of Dinner Seminar Annuities

Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes

Episode 22: Analyzing Discretionary Liquidity in Retirement

Another major retirement planning mistake that requires a shift in perspective is actually a two-parter:

Episode 21: Solving Retirement Withdrawal Rate & Longevity Mistakes With Annuities

Another major retirement mistake I see is a lack of awareness of the "Sequence of

Episode 20: Annuities vs. The Sequence of Returns Risk

When I ask my clients what kind of returns they have received since they’ve been

Episode 19: The Big Difference Between Average Returns vs Actual Returns

In this week's episode, we're going to talk about the second biggest mistake, which is

Episode 18: Chasing Annuity Interest Rates is a Huge Mistake

Reading Time: 7 minutes One big mistake in retirement planning is not giving your money

Episode 17: How To Find The Purpose of Your Money in Retirement

I hate selling. I know that's a strong statement to make, especially in an industry

Episode 16: Why Buy An Annuity From Me?

As I've mentioned many times, a majority of people I speak with have been presented

Episode 15: How The ATLAS Annuity Strategy Works

When it comes to retirement planning, getting a second opinion on annuities can make a

Episode 14: How To Get A Second Opinion on Annuities

A question I often hear is, "What annuities do you have?" It sounds straightforward, but

Episode 13: What Annuities Do I Have?

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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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