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.
On the Money with Secure Money: Episode 149
In your retirement years, you really have to go on the defensive. You’ve got to protect. You’ve got to plan for the unknowns. You’ve got to have a strategy. If a health event were to come up, or if the cost of living were to go up, you’ve got to be prepared for all of those things.
On the Money with Secure Money: Episode 148
If they have questions, I mean, it’s important that they get answered, you know? I mean, these are real people with real concerns, and I think it’s important that we give folks an idea of how everybody’s situation is different.