On the Money with Secure Money: Episode 159
Ask yourself this, if the market fell 30% tomorrow, how would your current strategy hold up? And I think that’s what so many Americans worry about.
On the Money with Secure Money: Episode 158

When you look at the data, it shows that people will typically run out starting in year 15 and on, depending on what the stock market has been doing at the beginning of the retirement.
On the Money with Secure Money: Episode 157

The idea of the annuity is that if the balance ever does hit zero, you’ve signed a contract with the insurance company that says as long as you’re alive, we will continue to pay this money to you and your spouse.
On the Money with Secure Money: Episode 156

Larry Fink From Blackrock Even Came Out and Said, We’ve Done the American Public a Disservice, Because We’ve Provided Them with Products That Can Help Them Accumulate Their Money, Right, Right, Accumulate Cash Over Their Working Years, but We Have Not Built Anything for Them That Will Sustain Them in Replacing Their Paycheck and Retirement.
On the Money with Secure Money: Episode 155

You Know, When Guys Like Jim Cramer, Dave Ramsey or Susie Orman, or Any of These Pundits on TV Are Giving Investment Advice, Who Are They Giving It To? Are They Giving to the 45-Year-Old, the 65-Year-Old, the 75-Year-Old?
On the Money with Secure Money: Episode 154

We Want to Do a Deep Dive on the Mistakes and the Missteps. You See It Over and Over and Little Bitty Holes in Your Ship Can Sink That Ship When You’re Ready for Retirement.
On the Money with Secure Money: Episode 153

So, there’s a plan right there. The foundation is income. How do you help us figure out what income we need and what that gap is, and then how do you help us fill it?
On the Money with Secure Money: Episode 152

If we carve off and take about $300,000 of the 1 million and we put it into this guaranteed income annuity, I can get you the $30,000 a year that you need, guaranteed for the rest of your life and guaranteed for the rest of your wife’s life.
On the Money with Secure Money: Episode 151

So, we’re going to do taxes again this week. We talked about it last week. What do you think? And I know you’ve said this many times, that taxes are actually the number one threat to your retirement, yeah, even more than not having enough income.
On the Money with Secure Money: Episode 150

You think, oh, planning for retirement, I think I have enough money saved, but so often people don’t think about tax liability going forward like a little tiny pin leak in your tire that you’re just driving along.