Annuity Insights
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Podcast Overview
<p style="font-weight: 400;">Produced by The American College of Financial Services, in partnership with New York Life Retail Annuities.</p> <p style="font-weight: 400;">Annuity Insights - Season 2: Women and Wealth is a special season created for financial professionals, featuring expert guests from across the industry on the realities shaping women’s financial lives and retirement outcomes. Hosted by Michael Finke, PhD, each episode pairs research-backed insights with practical planning approaches advisors can apply in client conversations. Topics across the season include guaranteed income strategies and income floor planning, Social Security timing, longevity and care risks, and actionable planning guardrails, brought to life through real-world scenarios such as caregiving, divorce, widowhood, solo retirement, and health/care planning. </p> <p style="font-weight: 400;">Additional resources for Season 2 are available at <a href="https://www.nylannuities.com/annuityinsights">www.nylannuities.com/annuityinsights</a> </p> <p style="font-weight: 400;"><span xml:lang="en-us" lang="en-us" class="TextRun SCXW109017990 BCX0"><span class="NormalTextRun SCXW109017990 BCX0">Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed<span> </span></span><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW109017990 BCX0">accurate</span><span class="NormalTextRun SCXW109017990 BCX0"><span> </span>as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.). </span></span><span class="EOP Selected SCXW109017990 BCX0"> </span></p>
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Publishing Since
3/11/2025
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Recent Episodes
June 17, 2026
Annuity Insights: Women and Wealth — Golden Living: How Advisors Proactively Plan for Health and Care Risk Without Derailing the Financial Plan
Produced by The American College of Financial Services, in partnership with New York Life Annuities. Long-term care planning is a critical part of retirement resilience planning, especially for women who are more likely to serve as caregivers and may also face longer care needs later in life. Health and care risk can affect more than the balance sheet; it can reshape family roles, housing decisions, legacy plans, and the emotional realities clients and their loved ones face. In this episode, Michael Finke, Ruby Grace Reyes, and Daralee Barbera discuss why advisors should address long-term care proactively as part of a comprehensive financial plan. Our experts examine the financial, emotional, and family realities of care planning, including caregiving expectations, insurability, standalone and linked-benefit long-term care solutions, asset liquidation strategies, and the importance of preparing beneficiaries before a care event occurs. The conversation also highlights why planning early can help clients preserve choice, protect family relationships, and reduce stress when health changes. Access the Women & Wealth Advisor Toolkit: https://www.nylannuities.com/annuityinsights Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Ruby Grace Reyes, CLTC, Head of Long-Term Care Products, New York Life Featuring: Daralee Barbera, EdD, CFP®, CMFC®, ChFC®, CPBC®, CLF®, Director of Faculty, Academics, The American College of Financial Services Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).
June 3, 2026
Annuity Insights: Women and Wealth — Solo Retirees: Designing Durable Long-Term Plans
Produced by The American College of Financial Services, in partnership with New York Life Annuities. Solo retiree planning requires more than a standard retirement income plan. For women who are divorced, widowed, single by choice, or planning for the possibility of being uncoupled later in life, longevity risk and duration, housing decisions, caregiving responsibilities, and confidence with long-term financial topics can all shape the plan. In this episode, Michael Finke, Jessica Ruggles, and Tamiko Toland discuss how financial advisors can help solo retirees plan with clarity, resilience, and support. Our experts examine guaranteed income for singles, Social Security claiming, housing and healthspan considerations, and ways to build a durable income floor when there may not be a partner’s income or decision-making support to rely on. The conversation also highlights why advisors should engage both spouses early, prepare clients for life transitions, and help women clients feel informed before important retirement decisions have to be made. Access the Women & Wealth Advisor Toolkit: https://www.nylannuities.com/annuityinsights Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Jessica Ruggles, Corporate Vice President and Head of Financial Wellness Strategy, Distribution, and Thought Leadership, New York Life Featuring: Tamiko Toland, Founder and CEO of The 401(k) Annuity Hub and Fellow, LIMRA Retirement Income Institute Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).
May 20, 2026
Annuity Insights: Women & Wealth — Risk, Income, and Household Structure: How Advisors Can Tailor Plans Across Women’s Lives
Produced by The American College of Financial Services, in partnership with New York Life Annuities. Women’s retirement risk tolerance is shaped by more than portfolio preferences. Household structure, income needs, longevity risk, and relationship dynamics can all affect how clients think about security, flexibility, and market exposure. In this episode, Michael Finke, Theresa Gralinski, and Lindsey Lewis discuss how financial advisors can tailor planning conversations across different groups of women clients and connect risk decisions to practical income outcomes. Our experts examine retirement risk tolerance, household structure planning, income vs. risk tradeoffs, and how guaranteed income can help support a more durable retirement plan. The conversation also highlights how advisors can listen more closely, avoid common planning assumptions, and build strategies that reflect how women clients define confidence, protection, and long-term financial resilience. Access the Women & Wealth Advisor Toolkit: https://www.nylannuities.com/annuityinsights Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Theresa Gralinski, Head of the Advisor Advancement Institute, New York Life Investments Featuring: Lindsey Lewis, MBA, CFP®, ChFC®, Managing Director, The American College Center for Women in Financial Services Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).
17 total episodes available
Recent guests on Annuity Insights
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Michael Finke
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Kelli Faust
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Justin Bateman
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- What is Annuity Insights?
<p style="font-weight: 400;">Produced by The American College of Financial Services, in partnership with New York Life Retail Annuities.</p> <p style="font-weight: 400;">Annuity Insights - Season 2: Women and Wealth is a special season created for financial professionals, featuring expert guests from across the industry on the realities shaping women’s financial lives and retirement outcomes. Hosted by Michael Finke, PhD, each episode pairs research-backed insights with practical planning approaches advisors can apply in client conversations. Topics across the season include guaranteed income strategies and income floor planning, Social Security timing, longevity and care risks, and actionable planning guardrails, brought to life through real-world scenarios such as caregiving, divorce, widowhood, solo retirement, and health/care planning. </p> <p style="font-weight: 400;">Additional resources for Season 2 are available at <a href="https://www.nylannuities.com/annuityinsights">www.nylannuities.com/annuityinsights</a> </p> <p style="font-weight: 400;"><span xml:lang="en-us" lang="en-us" class="TextRun SCXW109017990 BCX0"><span class="NormalTextRun SCXW109017990 BCX0">Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed<span> </span></span><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW109017990 BCX0">accurate</span><span class="NormalTextRun SCXW109017990 BCX0"><span> </span>as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.). </span></span><span class="EOP Selected SCXW109017990 BCX0"> </span></p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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