Best Annuities podcasts we could find (Updated March 2019)
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A
Afford Anything
Weekly
 
You can afford anything, but not everything. We make daily decisions and create habits around how to spend money, time, energy, focus and attention – and ultimately, our life. Every decision is a trade-off against another choice. But how deeply do we contemplate these choices? Are we settling for the default mode? Or are we ruthlessly optimizing around a deliberate life? Are we creating financial independence, early retirement and debt freedom? Are we managing money wisely? Host Paula Pant i ...
 
Personal Finance Expert. Award-Winning Journalist. Best-Selling Author.
 
J
Joe Tumolo
Rare
 
Relational sales techniques for fundrasiers
 
Joshua J Sheats, MSFS, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
T
Talking Real Money
Daily
 
30-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, reunite on a weekly call-in program talking about real money issues. Each week they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. It's a show designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
 
With Jim, Chris & Peter
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
The America's Got Talent AfterBuzz TV AfterShow recaps, reviews and discusses episodes of NBC's America's Got Talent.Show Summary: America's Got Talent is an American reality television series on the NBC television network, and part of the global British Got Talent franchise. It is a talent show that features singers, dancers, magicians, comedians, and other performers of all ages competing for the advertised top prize of one million dollars. The show debuted in June 2006 for the summer tele ...
 
F
Financially Fit
Monthly+
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
STW Radio is broadcast on AM radio weekly. It was born out of the crisis of 2008 and was the mission of its host, Bruce Weide, (President of Secure Financial Services, Inc.), to fill a massive void in most American's retirement portfolio. This safety net would have literally saved them any grief in the crash of '08-'09 and let them pick right back up on the historic gains from there. Today, most of America seems to believe that the government has made everything all better now, and investmen ...
 
The LIFE Podcast for Financial Professionals features episodes with news, information and happenings from Pacific Life. The Life Podcast is also available on iTunes.
 
Welcome to “Wealth Strategy” with Bryan Rigg. Bryan is a celebrated Yale graduate, adding a PhD from Cambridge, a former officer in the Marine Corps, a man of profound integrity and honor, and your wealth professor.
 
Pensions Expert is the Financial Times' specialist title for UK workplace pension schemes. Our thought-provoking podcasts are designed to inform trustees and advisers of UK defined benefit and defined contribution pension schemes. Download to listen to debates and discussions on a range of topics, from investments to pensions law and regulation.
 
The average American is only, truly, entertained about 6 1/4 hours a week; well, 7 if you count our show. Join Al, Brandon, Torri and Alana for a weekly meeting of the minds, interesting conversation, special guests and a laugh or two. Visit ICcyTalk.com to help us talk about everything from the price of tea in China to the African-American culture wars. Catch the live episodes every Thursday evening at 10:OO PM CST right here at BlogTalkRadio.com.
 
When it comes to retirement and investment planning, Guerra Financial Group has been providing services to the South Florida community since 1986. Our mission is to help our clients structure efficient investment and retirement strategies that impact their short and long-term objectives as well as their legacy. We are very fortunate to have established many client relationships and will continue to work hard to see the plans we have customized and developed together put into effect. Become a ...
 
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Whether you’re 35 or 55 you’re probably thinking about your retirement readiness. Who hasn’t asked “Can I retire yet?” at some point? This week Jim and Chris answer that very question from a Minnesota listener. Jo Madonna, an Enrolled Agent, also joins the guys again to answer more listener questions about minimizing taxes. The post Q&A: Retire ...…
 
No matter how smart you are, you are NOT smart enough to KNOW what the future will bring. You can guess, but guesses tend to be right about as often, in aggregate, as they are to be wrong. Smart investors use a disciplined investing approach and don't deviate from it just because of feelings. Plus, another listener wants to know if he should pa ...…
 
As I recently finished my course on "How to Survive and Thrive During the Coming Economic Crisis," I was struck with how simple and feasible the individual solutions are, while how utterly impossible and difficult the collective solutions are. Choose success and happiness by focusing on the individual solutions you can put in place in your own ...…
 
In this episode Don and Tom take call about 529 Plans, real estate, retirement, Roth IRAs, mortgages and more! They share valuable advice on building better portfolios, dealing with inheritances and determining your risk tolerance. Don’t let a broker set up a 529 plan for you! Real estate purchases and things to consider. Deciding the right tim ...…
 
This week Estate Planning Attorney, Peter Scott, rejoins Jim and Chris to further discuss the issues with using a Trust as a beneficiary of an IRA. The guys also delve into their favorite alternatives to simply using a Trust as your beneficiary. The post Edu: Trusts as IRA Beneficiaries, Part 3 appeared first on The Retirement and IRA Show.…
 
The tables are turning for women and money—and the roles are reversing in this week’s episode. To celebrate the upcoming launch of Jean’s new book, “Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve,” Kelly interviews Jean for the very first time. Women have more money ...…
 
In this episode, Don and Tom take a few calls and answer all of your most important money questions. They field questions about retirement withdrawal rates and the loss of a partner’s Social Security, basic risk tolerance, investment strategies and share ideas about where to put a large sum of money close to the end of life. Ethiopian Airlines’ ...…
 
Master trusts have until the end of March to complete their applications to the Pensions Regulator for authorisation. In this PE podcast episode, Ian McQuade, director at Muse Advisory, discusses master trust selection and how the watchdog's authorisation and supervision regime will change the market.…
 
I don't care who you think you are or what special skills you might have, predicting the future accurately and consistently is impossible. However, if you keep making the same prediction over an over again, you're bound to eventually be right. A caller wonders what the drawbacks of forming a personal LLC for real estate might be.…
 
#183: Should a newlywed couple with two cash flowing rental properties sell one to pay off $92,000 of student loan debt? What percentage of your portfolio should you have in rental properties? What's the smartest way to approach rental property investing, particularly if you get anxiety thinking about tenant requests? How much should high inter ...…
 
Presently, !0,000 Baby Boomers A DAY turn 65 in the U.S., and it will continue until the year 2030! At that time there will be more people old people (over 65) in the U.S. than young people (18 and under) for the first time ever in the history of the country! Stats show that 7 out of 10 retirees will need Long Term Care (LTC) support services a ...…
 
Retirement can be scary, but it doesn’t have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
 
What would Jim and Chris do with their last few years of free cash flow to prepare for retirement? Listen in as they answer that question for a Virginia listener as well as a question from a Montana listener about Roth withdrawal rules. The post Q&A: Preparing for Retirement and Roth Withdrawals appeared first on The Retirement and IRA Show.…
 
A good, "Christian" man, claiming to be a financial advisor rips off listeners to his radio show. How can you determine who to trust with your money? It's not easy. Plus, one of our favorite investments for those just beginning to save for retirement.By don@vestory.com (Don McDonald, Tom Cock).
 
Admit it. You hate learning that someone made more money on their investments than you did. We both have a fear of missing out (FOMO) and inherent greed wired into our psyches. Some financial media outlets, like Marketwatch use these emotions to get us to read their stories. They don't really care whether or not the advice they provide is any g ...…
 
In this episode Don discusses the tax implications of various IRA accounts, why taxes shouldn’t prevent you from saving, and why you stand a better chance of making money with blackjack than with trading. Plus, a discussion on the pros and cons of paying off a home mortgage. When you might want to re-characterize your individual retirement acco ...…
 
When Jim and Chris discussed using a Trust as an IRA Beneficiary it resulted in a lot of questions (and even some consternation), so they’ve decided to dig even deeper. Tune in to find out more about what makes IRAs different, causing the guys to feel that Trusts and IRAs “go together like oil and water”. The post Edu: Trusts as IRA Beneficiari ...…
 
When it comes to saving more money, you’re tired of hearing to pack your lunch and make your own coffee, right? We get it. Because we’re tired of it, too. Trouble is, many of us do spend the majority of our disposable income on food. We literally eat our money. If we could get ourselves to cook even a little bit more, we could seriously save. W ...…
 
Don discusses the weak facts that financial publications use to incite fiscal fear plus: Caring for aging parents: what are some of your options. The importance of having a good elder law attorney. When you’re buying something, find out what you’re paying for. The tricks of the auto service industry. The 10th anniversary of the current bull mar ...…
 
The history of the S&P 500 and Dow Jones. Also, when to liquidate assets and understanding Private Equity
 
We discuss proper health care, world history and some of Bryan's 4 books, and what a typical client is for Bryan.
 
Mutual fund and hedge fund managers promised investors that they would prove their true worth once the market suffered a bad year. Well, 2018 was a bad year and actively managed mutual funds had one of their worst years ever. When will investors realize that the self-proclaimed "experts" cannot win? Plus, an avid listener wants to know how much ...…
 
World Markets in 2019, Social Security Benefits and Retirement is more than money.
 
Last month, the Professional Trustee Standards Working Group published a set of new standards, which all professional trustees will be expected to meet. The group is also due to launch an associated accreditation framework later this year. In this episode of the PE podcast, Rachel Croft, director at Independent Trustee Services, explains what t ...…
 
#182: Millions of smart, educated and successful people make dumb mistakes with their money ... and they don't realize it. I'm not talking about obvious dumb mistakes, like spending 85 percent of your income on a fleet of Ultra-Luxe-Fancymobiles for your 16-car garage. That's clearly a bad idea. Instead, I'm talking about hidden dumb mistakes t ...…
 
Retirement can be scary, but it doesn’t have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
 
Is there a way to avoid paying taxes in retirement? Jim and Chris answer a couple of questions from listeners looking to minimize their taxes in retirement, as well as a California listener’s question about their Disability Benefits and an Ohio listener’s question about Spousal Benefits. The post Q&A: Disability Benefits, Spousal Benefits,Taxes ...…
 
1:20 Should I change my whole life insurance policy because my income is going down? 18:40 Why do you think Walmart has done more good for poor people than any non-profit organization? 30:00 How should I adjust my asset allocation now that I'm retiring? 42:40 Should I pay off my mortgage on my retirement house? 49:15 Where should I keep my medi ...…
 
Equity-indexed (or fixed-indexed) annuities are a terrible investment for the vast majority of investors, yet New York Life's suggested alternative – a convoluted variable annuity with a costly rider isn't any better. In both cases, the insurance company and its agents may be better off than the client.…
 
Yesterday, I released to you a discussion on the Federal Debt in the United States. That show should be your introduction to this problem. But in thinking about it, I felt like it was incomplete. I wanted to present some useful materials, in audio format, for listeners who don't have a firm background in the fundamentals of the problem. So I de ...…
 
While not an absolute rule by any means, the "4% Rule" (withdrawing 4% of your portfolio every year, adjusted for inflation) has been a reasonable guide for calculating retirement income from investments. However, can it still work for those who seek "Financial Independence (to) Retire Early (FIRE)?" Don crunches the numbers?…
 
The market’s going down, what do I do with my money now? Have you found yourself asking that question or wondering why you’re still having to pay taxes on investments that didn’t pan out a year ago? Plus, we take lots of your call at 855-935-TALK Actively managed mutual funds. What are they good for? Constructing your portfolio for lower taxes. ...…
 
We face a massive problem in the United States right now. Put simply: We are borrowing more money than ever before. There's no plan for us to borrow less money in the future. There's [almost] no mathematically sound plan that can be created to have us borrow less money in the future. No major, national politician is loudly, consistently talking ...…
 
When it comes to being happy at work, guess which factor matters the most? The nature of our work? No. The money? Nope. OK, it’s the people we work with. And, if you’re lucky, you have a work wife. This week we’re with Erica Cerulo and Claire Mazur, work wives and founders of the popular fashion and design website, Of a Kind. They’re out with t ...…
 
Is there really such a thing as a safe withdrawal rate? Prompted by an Arizona listener’s question, this week Jim and Chris take a closer look at the Safe Withdrawal Rate strategy for retirement planning. Join them as they go into what it is, how it’s calculated, and (more importantly) the pros and cons of the method. The post Edu: Safe Withdra ...…
 
Another episode on self-serving advice that is so frequently dished out by brokers and advisors. How do you know who to trust? We begin with the Woodbridge Group and how Jordan Goodman (who calls himself “America’s Money Answer Man”) persuaded countless people to invest in what turned out to be a Ponzi scheme. Being a discerning investor is mor ...…
 
We claim to want a secure financial future, but apparently what really drives us is not security, but greed. A new Morningstar study shows that the financial advice investors want is a far cry from what they really need. Plus questions on charitable annuities and dollar-cost averaging a lump sum.By don@vestory.com (Don McDonald, Tom Cock).
 
#181: Imagine that you’re going to take a 6-month to 9-month mini-retirement. How should you plan? What should you do? Sure, you’ll need to have enough savings to cover your expenses. You might want to find some part-time work. You may need to sell off a few investment. And of course, you’ll need to think about health insurance. But what else s ...…
 
Annuities are LONG-TERM contracts! And annuity salesmen are well-trained to always "Sell the Sizzle"! They talk about great features, but omit the details. How long are your funds tied up? What benefits do you think you are getting for that? Why would your annuity salesperson show you just one or two models when there could be dozens to conside ...…
 
Does a Deferred-Income Annuity (DIA) held in a Roth accomplish the same thing as a QLAC? Join Jim and Chris as they answer listener questions, including this one from Indiana. More questions addressed this week include Roth Conversion concerns from a New York listener and a couple Social Security Benefits queries from Arizona and Tennessee list ...…
 
Talking Real Money played a small part in exposing the unprincipled dealing of "The (self-proclaimed) Money Answers Man," Jordan Goodman. we also work with Ron Lieber of the New York Times to help investors understand the reality of much of the "expert" investing advice. Read the New Your Times story: "The Fall of ‘America’s Money Answers Man’" ...…
 
Nearly two decades ago, Stacy Berman, a personal trainer, launched a fitness bootcamp in New York City. She called it Stacy’s Bootcamp. She invited her clients to join her for 5:30 am outdoor workout classes in Central Park. At first, only three or four people showed up. Then the group grew to 10 people. Then 20 people. Then demand grew beyond ...…
 
Would you give up a year of sex for a free year of college for your child? A crazy question with a somewhat surprising answer. Don discusses a study with some interesting facts about how parents save for their children's future educational needs. Plus how to emulate the total stock market in the US Government Thrift Savings Plan (TSP).…
 
In the highly competitive world of investing, it’s easy to lose perspective, especially when advisors guide you toward what is most beneficial for them. We talk about the importance of remaining level-headed when it comes to your financial decisions and give our listeners guidance about which compound interest options will deliver the most grow ...…
 
We’re sitting down with Emmy award-winning journalist and producer, Laura Ling. (Yes, the Laura Ling who was was arrested and held captive in North Korea for 140 days after reporting on the trafficking of North Korean women.) She’s now the host of the Everyday Bravery podcast, which documents people overcoming hardships. We discuss how to build ...…
 
Jim and Chris go into the nitty-gritty details of 60-day Rollovers. They discuss the do’s, the don’ts, and the penalties if you do a don’t. The post Edu: 60-day Rollovers appeared first on The Retirement and IRA Show.
 
In this episode, we talk about the effects of lower investing costs on inflation, What to do with an unexpected lump sum, and why you need to know what you believe about investing before consulting advisors. Thinking about buying real estate as an investment? You might want to reconsider. How John Bogle helped reduce inflation. What to do when ...…
 
Today's financial media was running a headline like this: Three-fourths of business economists expect a recession by 2021. Really? It's no wonder economist's are the butt of so many bad jokes: Three economists went out hunting and came across a large deer. The first economist fired but missed by three feet to the left. The second economist fire ...…
 
#179: Should a couple in New Orleans sell their single-family home and use the sale proceeds to househack into a duplex? What do you think about turnkey investments? What tax consequences will someone face if they transfer their property to their parents? How do you handle tough situations related to the way some home renovation contractors tre ...…
 
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