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......
How Do Fixed Annuities Work?
In this video, Ryan discusses the Fixed annuities also known as cd annuities which provide a tax-deferred fixed rate of return with no...
How Do Immediate Annuities Work?
In this video Ryan discusses about Immediate Annuities and how they can provide a guaranteed lifetime income stream you cannot outlive. Outliving their...
How do Variable Annuities Work ?
In this video Ryan Discusses Why Ken Fisher hates annuities. Fisher particularly hates Variable Annuities which he believes should not be legal as...
Financial Comfort in Retirement: Can 1 Million Dollars Make it Possible?
In this Video Ryan is going over a case that sees Tom and Jane at 60 and 62 with a million dollars that...
How to Build a Diversified Retirement Plan
Matt Stevenson discusses the elements of building a diversified retirement plan. Investments that may fluctuate in value depending on economic or market conditions,...
How 3 Types of Retirement Income Get Taxed
Matt Stevenson discusses the importance of focusing on taxation in 3 types of retirement income. Consideration is given to the future of tax...
10 Types of Annuities: Which One is Right for you?
Ryan Wheless and Spike Spengel discuss the various types of annuities and how best to use them in your portfolio. This episode is...
What are Portfolio Benchmarks and Why are they Important?
Ryan Wheless discusses portfolio benchmarks and why it is so important to understand what to benchmark your portfolio to. A portfolio benchmark is...
How the Classic 60/40 Investment Strategy Fell Apart
Ryan Wheless discusses a recent Wall Street Journal article talking about how the classic 60/40 investment strategy falls apart and for many it...
The Impact of Medicare IRMAA on Your Premiums
Ryan Wheless discusses the stealth tax, Medicare IRMAA, and how it can impact your Premiums. Medicare IRMAA stands for Income-Related Monthly Adjustment Amount....
5 Changes in Retirement Over the Past Decades
Ryan Wheless discusses the many changes in retirement of the past versus the retirement of today. Over the past few decades there are...
How Inflation Reduction Act Will Increase Taxes in 2023
Ryan Wheless discusses the inflation reduction act and how it will unleash a much tougher IRS. The inflation reduction act gives the IRS...
Social Security Benefits: When to Start Collecting
Ryan Wheless provides a different take on when it is best to collect social security benefits to capitalize on every dollar you’ve paid...
How to Beat the 60/40 Portfolio
In this video Ryan discusses how the 60/40 portfolio is dead and how to beat the portfolio and not pay any fees or...
Taxes on Retirement Plan: How to Successfully Minimize Them
Matt Stevenson and Peter Lott discuss about taxes on retirement. Focus is given to the future of tax rates, how tools such as...
Creating a Retirement Plan: Key Elements To Consider
Matt Stevenson and Peter Lott discuss essential-key elements to consider when building your appropriate retirement plan to fit your needs. Risk Tolerance, or...
4 Key Tips to Make Better Investment Decisions
In this video Matt Stevenson talks about 4 Key Tips to Make Better Investment Decisions. It is not possible to accurately predict the...
5 Common Investing Myths Debunked
Investing can be a daunting and confusing process, especially for those who are new to it. There are countless investing myths and misconceptions...
Don't miss
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What Is a Fixed Index Annuity & How Does It Work?
February 6, 2023
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How Do Fixed Annuities Work?
February 3, 2023
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How Do Immediate Annuities Work?
February 1, 2023
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How do Variable Annuities Work ?
January 31, 2023