
What Is a Fixed Index Annuity & How Does It Work?
In this video Ryan discusses the fixed index annuity also known as the equity index annuity. A fixed index annuity offers the ability to grow money with safety......
In this video Ryan discusses the fixed index annuity also known as the equity index annuity. A fixed index annuity offers the ability to grow money with safety......
In this video, Ryan discusses the Fixed annuities also known as cd annuities which provide a tax-deferred fixed rate of return with no...
In this video Ryan discusses about Immediate Annuities and how they can provide a guaranteed lifetime income stream you cannot outlive. Outliving their...
In this video Ryan Discusses Why Ken Fisher hates annuities. Fisher particularly hates Variable Annuities which he believes should not be legal as...
In this Video Ryan is going over a case that sees Tom and Jane at 60 and 62 with a million dollars that...
Matt Stevenson discusses the elements of building a diversified retirement plan. Investments that may fluctuate in value depending on economic or market conditions,...
Matt Stevenson discusses the importance of focusing on taxation in 3 types of retirement income. Consideration is given to the future of tax...
Ryan Wheless and Spike Spengel discuss the various types of annuities and how best to use them in your portfolio. This episode is...
Ryan Wheless discusses portfolio benchmarks and why it is so important to understand what to benchmark your portfolio to. A portfolio benchmark is...
Ryan Wheless discusses a recent Wall Street Journal article talking about how the classic 60/40 investment strategy falls apart and for many it...
Ryan Wheless discusses the stealth tax, Medicare IRMAA, and how it can impact your Premiums. Medicare IRMAA stands for Income-Related Monthly Adjustment Amount....
Ryan Wheless discusses the many changes in retirement of the past versus the retirement of today. Over the past few decades there are...
Ryan Wheless discusses the inflation reduction act and how it will unleash a much tougher IRS. The inflation reduction act gives the IRS...
Ryan Wheless provides a different take on when it is best to collect social security benefits to capitalize on every dollar you’ve paid...
In this video Ryan discusses how the 60/40 portfolio is dead and how to beat the portfolio and not pay any fees or...
Matt Stevenson and Peter Lott discuss about taxes on retirement. Focus is given to the future of tax rates, how tools such as...
Matt Stevenson and Peter Lott discuss essential-key elements to consider when building your appropriate retirement plan to fit your needs. Risk Tolerance, or...
In this video Matt Stevenson talks about 4 Key Tips to Make Better Investment Decisions. It is not possible to accurately predict the...
Investing can be a daunting and confusing process, especially for those who are new to it. There are countless investing myths and misconceptions...
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