Podcast

Ep 13: Deconstructing Variable Annuities & Why Commissions Drive Their Sale

If you listened to Episode #12, you heard the rundown on just about every type of annuity except the variable annuity. So what exactly is involved in a variable annuity? Why is it almost like a four-letter word to so many in the retirement community? Kevin will give you the details on what these annuities do, what you should look out for, and if there ever truly is a reason you would want to invest in one. Continue reading

Ep 12: Behind The Curtain Of Annuities And Free Steak Dinners

Have you ever received an invitation to attend a steak dinner seminar event to learn about a financial product? Were you pitched an annuity? This is a popular phenomenon in the financial advising world and it’s one that drives Kevin a little crazy. Join us on this episode as we take a peek behind the annuity curtain and talk about what’s really happening at these free steak dinners. Continue reading

Ep 11: Not Resolutions – Set Goals The Right Way To Start The New Year

People struggle to keep their New Year’s Resolutions. Instead, let’s talk about what real goal setting looks like. Kevin will share some tips he’s picked up from various coaches over the years that have proved fruitful in his own life and talk about how you can apply them going into the new year. Continue reading

Ep 10: Rules Gone Awry – A Lower Tax Bracket Part 2

Time for part 2 of our conversation on the retirement rule gone awry that you’ll be in a lower tax bracket at retirement. On this episode, we’ll showcase a scenario where following this rule really puts you off track. Continue reading

Ep 9: Rules Gone Awry – A Lower Tax Bracket Part 1

Let’s continue our series on breaking down some of the retirement “rules” that have gone awry. This week, we’ll begin a two-part series on the retirement rule that you should plan to be in a lower tax bracket in retirement. Is that really true? Listen to this week’s podcast to find out. Continue reading