Conquering Retirement with Annuity FYI

About Conquering Retirement with Annuity FYI

Welcome to Conquering Retirement with Annuity FYI! Your guide to navigating retirement with clarity, confidence, and control. Each week, financial expert and Somerset Wealth Strategies founder Tom Hamlin joins his team to answer your questions and talk annuities, income strategies, and everything you need to know to plan for the future. Have a question? Submit it to newsletters@annuityfyi.com !

Publisher

Tom Hamlin

Category

business

Language

en

Explicit

No

First episode

9 Jul 2025

Latest episode

23 Sept 2026

Latest episodes

18 episodes in the feed.

1. 

   23 Sept 2026

   How to Build a Retirement You Actually Love 💵

   🎙️Welcome back to Season 2 of Conquering Retirement with AnnuityFYI! We’re excited to be back for another season of conversations about retirement, financial planning, and what it really means to build a life you’re excited to live.In this episode, Meg hosts Tom and Brian Hamlin for a conversation about the many sides of retirement. Retirement isn’t just about having enough money; it’s about freedom, purpose, confidence, and having a plan for the life you want after work.What does a fulfilling retirement actually look like? How do you prepare financially while also preparing for the lifestyle and opportunities that come with retirement? And why is planning ahead so important?Welcome back—and let’s get into Season 2!📺 Watch, subscribe, and follow along for more episodes of Conquering Retirement with Annuity FYI.Visit our website here: https://www.annuityfyi.com/Give us a call here: 1-866-418-3114Find our Annuity Top Picks here: https://www.youtube.com/playlist?list=PLbfXoDVO0het_Xy2TZ_2w9GfAcnlMRr71Chapters00:00 Introduction and episode overview02:02 Retirement is about freedom, not just finances04:08 What does retirement really mean to you?05:53 Different retirement lifestyles and their goals07:57 The role of financial and emotional preparedness09:57 Common fears and surprises in retirement12:07 The significance of planning for health care costs12:57 Market risks and timing your retirement14:07 The emotional transition and identity shift15:00 The social aspect and purpose after retirement15:58 The importance of having a next chapter planned16:58 The mistake of chasing returns without a plan17:51 Using money as a tool for a meaningful retirement18:52 Addressing the biggest fears in retirement20:09 Surprising aspects of retirement life21:08 The four main retirement styles22:09 The importance of diversification and guarantees22:53 Planning for a fulfilling and purposeful retirement23:56 The value of a comprehensive retirement strategy25:05 Final thoughts and encouragement for future retirees#ConqueringRetirement #AnnuityFYI #RetirementPlanning #Retirement #FinancialPlanning #RetirementIncome #Annuities #RetirementGoals

2. 

   19 Aug 2026

   The Importance of Wealth Management with Chris Williams

   In this retirement conversation, Tom, Brian, and Meg introduce their special guest, Chris Williams! They discuss his background, his connection to the team, and dive into topics surrounding financial planning, wealth management, and investment strategies. In this conversation, Chris Williams shares his journey from an intern to a successful sales professional and investor, highlighting the importance of mentorship and financial planning. Tom Hamlin discusses the strategies used to build a diversified portfolio, focusing on growth annuities and asset allocation tailored for younger investors. The team emphasizes the balance between enjoying life and making sound financial decisions, encouraging listeners to set goals and explore investment opportunities with a trusted financial advisor. Visit our website here: https://www.annuityfyi.com/Give us a call here: 1-866-418-3114 #Annuities #RetirementPlanning #FixedIndexedAnnuities #GuaranteedIncome #FinancialAdvice #LongTermCare #TaxImplications #Diversification #FinancialMisconceptions #financialsecurity

3. 

   19 Feb 2026

   Unlocking the Secrets of Annuity Guarantees

   In this conversation, our hosts, Tom, Meg, and Brian, dive into the intricacies of annuities, focusing on guarantees, growth strategies, and the importance of professional guidance in financial planning. They discuss how growth annuities can provide principal protection while allowing for market participation, and emphasize the need for clients to understand renewal rates and the potential for changes in caps. If you’re looking to balance protection with opportunity, this discussion offers valuable insight into how annuities can fit into a well-rounded financial strategy.Visit our website at: https://www.annuityfyi.com/Give us a call: 1-866-223-2121#annuities #retirementplanning #financialguarantees #growthannuities #investmentstrategies #insurance #financialplanning #wealthmanagement #marketperformance #riskmanagement 00:00 Exploring Annuities and Guarantees00:28 Engaging with the Audience and Podcast Dynamics03:01 Understanding Growth Annuities and Their Guarantees11:53 Exploring Premium Bonuses and Their Impact15:22 The Actuarial Basis of Annuity Products22:18 Comprehensive Financial Planning Beyond Annuities

4. 

   5 Feb 2026

   REAL Retirement Wins with Annuities in Action

   In this conversation, our hosts discuss the importance of annuities in retirement planning, sharing real-life case studies to illustrate how annuities can provide guaranteed income and financial security. They explore the benefits of fixed indexed annuities, market trends affecting retirement strategies, and the significance of diversifying investments to mitigate risks as individuals approach retirement. The discussion emphasizes the need for proactive planning and the advantages of locking in gains through annuities, especially in uncertain market conditions. Visit our website at: https://www.annuityfyi.com/ Give us a call: 1-866-223-2121 #annuities #retirementplanning #guaranteedincome #financialstrategies #casestudies #investment #markettrends #incomegap #inflation #financialsecurity Chapters 00:00 Real Examples of Annuities in Action 00:45 Welcome Back and Introduction 01:08 Understanding Annuities in Retirement 03:07 Real-Life Case Studies: Jim's Story 08:02 Elizabeth's Journey to Financial Security 15:51 The Importance of Timing and Flexibility in Annuities 24:03 Final Thoughts

5. 

   22 Jan 2026

   Fed Rates Right Now | What to Know, What to Do

   In today’s episode of Conquering Retirement with Annuity FYI, Tom & Brian Hamlin, and Meg Odermatt, engage in a lively discussion about the current state of federal interest rates and their implications for retirees and investors. The conversation begins with some light-hearted fun, and then dives deep into an analysis of how rising interest rates affect various financial products, including money markets, CDs, and annuities. Tom emphasizes the importance of understanding the cause-and-effect relationship between interest rates and inflation, while Brian highlights the need for strategic planning in light of these changes. The hosts also discuss the potential future of interest rates, predicting a downward trend that could benefit certain investment strategies. Visit our website here: https://www.annuityfyi.com/ Give us a call here: 1-866-223-2121

6. 

   8 Jan 2026

   How Retirement Income REALLY Works with Annuities

   In this episode, Megan, Tom, and Brian discuss the intricacies of annuities, focusing on fixed indexed annuities and their benefits, including guaranteed lifetime income and flexibility. They address common misconceptions about annuities, the importance of diversification in retirement planning, and the tax implications associated with these financial products. The conversation emphasizes the need for individuals to seek professional advice when considering annuities as part of their retirement strategy. Visit our website here (https://www.annuityfyi.com/) Give us a call here: 1-866-223-2121 #Annuities #RetirementPlanning #FixedIndexedAnnuities #GuaranteedIncome #FinancialAdvice #LongTermCare #TaxImplications #Diversification #FinancialMisconceptions #financialsecurity Chapters00:00 Introduction and Background02:30 Understanding Annuities and Their Importance03:47 Exploring Fixed Indexed Annuities06:14 Control and Flexibility in Annuities08:20 Comparing Annuities: SPIA vs FIA10:00 The Value of Guaranteed Lifetime Income12:01 The Evolution of Annuity Products14:09 Addressing Misconceptions About Annuities16:19 Debunking Annuity Myths16:55 Exploring Flexible Annuity Features20:23 Long-Term Care Benefits in Annuities22:43 Tax Implications of Annuities23:26 Encouraging Financial Conversations

7. 

   26 Dec 2025

   The Power of MYGAs and SPIAs

   In this conversation, Tom, Brian, and Meg discuss the importance of annuities in retirement planning, focusing on different types such as MYGAs (Multi-Year Guaranteed Annuities) and SPIAs (Single Premium Immediate Annuities). This discussion covers the benefits and drawbacks of these financial products, emphasizing the need for careful planning and consideration of individual financial situations. Our favorite retirement trio encourages listeners to check their options before making irreversible decisions regarding annuitization, highlighting the importance of understanding the cost of waiting in financial planning.Have a question? Give us a call at: 1-866-997-8399Visit our website: AnnuityFYI.com (https://www.annuityfyi.com/⁠) #Annuities (https://www.youtube.com/hashtag/annuities) #MYGA (https://www.youtube.com/hashtag/myga) #MYGAs (https://www.youtube.com/hashtag/mygas) #SPIA (https://www.youtube.com/hashtag/spia) #SPIAs (https://www.youtube.com/hashtag/spias) #RetirementPlanning (https://www.youtube.com/hashtag/retirementplanning) #RetirementIncome (https://www.youtube.com/hashtag/retirementincome) #IncomeStrategies (https://www.youtube.com/hashtag/incomestrategies) #GuaranteedIncome (https://www.youtube.com/hashtag/guaranteedincome) #FinancialAdvice (https://www.youtube.com/hashtag/financialadvice) #InvestmentStrategies (https://www.youtube.com/hashtag/investmentstrategies) #InsuranceSolutions (https://www.youtube.com/hashtag/insurancesolutions) #WealthManagement (https://www.youtube.com/hashtag/wealthmanagement) #FinancialPlanning (https://www.youtube.com/hashtag/financialplanning) #FinancialLiteracy (https://www.youtube.com/hashtag/financialliteracy) #LongTermPlanning (https://www.youtube.com/hashtag/longtermplanning) #RiskManagement (https://www.youtube.com/hashtag/riskmanagement) #IncomePlanning (https://www.youtube.com/hashtag/incomeplanning) #SecureYourFuture (https://www.youtube.com/hashtag/secureyourfuture)

8. 

   3 Dec 2025

   Part 2: The 8 Eternal Truths of Investing

   In this episode, Tom, Meg, and Brian discuss the 8 eternal truths of investing, focusing on principles that guide investors in uncertain markets. They emphasize the importance of diversification, the limitations of traditional savings vehicles like money market accounts and CDs, the opportunities that arise from uncertainty, and the dangers of a fixed mindset in investing. The conversation is rich with insights and practical advice for retirees and investors alike! If you'd like to catch up on Part 1, head here (https://youtu.be/CJVhaePiKRY). Visit us here (https://www.annuityfyi.com/) Call and talk to our team: 1-866-997-6259 #investing #retirement #diversification #moneymarketaccounts #CDs #uncertainty #financialplanning #eternaltruths #wealthmanagement #riskmanagement

9. 

   19 Nov 2025

   Part 1: The 8 Eternal Truths of Investing

   Let's stay the course! 🫡 In this episode, Tom, Brian & Meg discuss the 8 Eternal Truths of Investing (Part 1), emphasizing the importance of understanding market behavior, emotional investing, and the unpredictability of the future. They explore how most investors tend to make poor decisions based on market fluctuations and emotions, emphasizing the importance of time in the market rather than trying to time the market. The conversation also highlights the need for diversification and having a solid financial plan to navigate the complexities of investing.Visit us here (https://www.annuityfyi.com/)Call and chat with Tom, Meg, or Brian: 1-866-997-8399#Investing #Retirement #MarketBehavior #EmotionalInvesting #FinancialPlanning #EternalTruths #StockMarket #WealthManagement #RiskTolerance #MarketVolatility #RetirementPlanning #FinancialEducation #LongTermInvesting #SmartMoneyMoves #FinancialWisdom

10. 

    6 Nov 2025

    SPECIAL EPISODE | Celebrating 25 Years of Annuity FYI

    Celebrate with us! In this special celebration episode of Conquering Retirement with Annuity FYI, Tom, Brian, and Meg—joined by special surprise guests—commemorate 25 years of Annuity FYI (https://www.annuityfyi.com/), honoring the journey, growth, and impact along the way. Together, the team reflects on the evolution of retirement planning, the vital role of annuities, and the trusted relationships built with clients over the years. Guests share personal stories, lessons learned, and insights on financial security, while exploring how education and technology continue to shape the industry’s future. This isn’t just a discussion—it’s a celebration of legacy, progress, and the people who made it all possible. Thank you, everyone! Chapters 00:00 Financial Planning and Personal Branding 00:37 Celebrating 25 Years of Annuity FYI 03:13 The Origin Story of Annuity FYI 08:11 The Importance of Annuities in Financial Planning 11:05 The Impact of Annuity FYI on Consumers 18:26 Evolution of Annuity FYI 18:54 Retirement Products: Then and Now 23:02 Client-Centric Approach in Financial Services 26:32 Understanding Our Client Base 26:46 Reconnecting and Rapid Fire Questions 30:58 Starting Financial Planning at Any Age 35:06 Leaving a Legacy with Annuities 37:18 Celebrating Team Contributions 40:59 The Passion Behind Financial Services 43:52 Embracing Technology in Finance 48:27 Celebrating Team Achievements and Client Stories #retirementplanning #annuities #financialsecurity #retirementconfidence #trustedadvisors #AnnuityFYI #financialeducation #retirementincome #clientexperience #financialindependence

11. 

    23 Oct 2025

    Long-Term Care & Insurance Audits: Are You Really Covered?

    In this conversation, Tom and Brian Hamlin, along with Meg Odermatt, discuss the importance of insurance audits, especially during retirement, and the nuances of navigating Medicare and health insurance. They emphasize the need for regular reviews of insurance policies to ensure that individuals are not over-insured or under-insured, and the importance of consulting with specialists for complex insurance matters. The discussion highlights the evolving nature of insurance needs as life circumstances change, and the necessity of being proactive in financial planning.🎯 Find out more at annuityfyi.com (https://www.annuityfyi.com/)👉🏼 Speak with a Registered Agent: 1-866-380-5803Chapters00:00 Celebrating Milestones and Pets00:29 Nature Encounters and Home Life01:23 Jokes and Lighthearted Banter01:42 Introduction to Financial Topics02:30 The Importance of Insurance Audits10:12 Navigating Medicare and Health Insurance16:20 Closing Thoughts and Future Discussions#insurance #retirement #Medicare #financialplanning #insuranceaudits #healthinsurance #lifeinsurance #financialadvice #wealthstrategies #longtermcare

12. 

    9 Oct 2025

    Aging and Your Money in Retirement

    In this conversation, Tom, Brian & Meg discuss the critical issues surrounding cognitive decline and financial planning as individuals age. They emphasize the importance of proactive communication with family members about financial decisions, the necessity of having a trust and power of attorney, and the growing need for long-term care. The Annuity FYI team provides practical advice on preparing for these challenges, including creating checklists and utilizing technology like AI for better planning.If you'd like to submit a question to us, please comment. We'd love to explore it in our upcoming episodes! 👻 See our October Annuity Top Picks here:    • October Top Annuity Picks with Brian Hamli...   (https://www.youtube.com/watch?v=rOoItGvwX3c)📰 Find more resources at: https://www.annuityfyi.com/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblU5djVRcVhUV05pNmFrLUs3Y3RHWUk5MkptZ3xBQ3Jtc0tueUpHYVVlYkxhdEhpeUNpaUtVYjZOcEt2NEZKSFZmV1l1TXExa09NbzVtblRZbEJyN1dyRktSU3k5Rm1TcjQ1WXlJTlhtWnJOVURZZTl0eFZUQUZRQW01SHh0SU9MTGZubVlSRjJJcU5fSVU5SjFiRQ&q=https%3A%2F%2Fwww.annuityfyi.com%2F&v=FS1SOaFjwe8)Chapters00:00 (https://www.youtube.com/watch?v=FS1SOaFjwe8) Celebrating Milestones and Light Banter00:15 (https://www.youtube.com/watch?v=FS1SOaFjwe8&t=15s) Introduction to Cognitive Decline and Financial Safeguards02:51 (https://www.youtube.com/watch?v=FS1SOaFjwe8&t=171s) Understanding Cognitive Decline: Causes and Conversations05:28 (https://www.youtube.com/watch?v=FS1SOaFjwe8&t=328s) The Importance of Planning for Long-Term Care07:36 (https://www.youtube.com/watch?v=FS1SOaFjwe8&t=456s) Insurance and Financial Preparedness for Aging10:26 (https://www.youtube.com/watch?v=FS1SOaFjwe8&t=626s) The Role of Trusts and Power of Attorney13:32 (https://www.youtube.com/watch?v=FS1SOaFjwe8&t=812s) Proactive Planning: Ensuring Family Security16:32 (https://www.youtube.com/watch?v=FS1SOaFjwe8&t=992s) Key Takeaways and Final Thoughts#CognitiveHealth (https://www.youtube.com/hashtag/cognitivehealth) #AgingWell (https://www.youtube.com/hashtag/agingwell) #RetirementReadiness (https://www.youtube.com/hashtag/retirementreadiness) #AgingAndFinance (https://www.youtube.com/hashtag/agingandfinance) #RetirementPlanning (https://www.youtube.com/hashtag/retirementplanning) #FinancialSecurity (https://www.youtube.com/hashtag/financialsecurity) #WealthManagement (https://www.youtube.com/hashtag/wealthmanagement)

13. 

    16 Sept 2025

    Medicare Explained | Essentials for Retirement Planning

    Join financial experts Tom & Brian Hamlin, Meg Odermatt, and Medicare expert Blake Franklin in this conversation that dives into the complexities of Medicare. The team focuses on the importance of Medicare for retirees, the enrollment process, common misconceptions, and the differences between various Medicare plans. The discussion also highlights the significance of understanding Medicare Parts A, B, C, and D, as well as the impact of income on premiums. Recent legislative changes affecting Medicare are also addressed, emphasizing the need for ongoing consultation with specialists to navigate the evolving landscape of healthcare for seniors. Learn more, and speak with a registered agent at: https://www.annuityfyi.com/ Blake Franklin: Born and raised in the Kansas City Metro, Blake is a proud graduate of Kansas State University. Currently serving as a Medicare Solutions Manager with six years of experience, he specializes in Medicare Supplements, Medicare Advantage, Prescription Drug Plans, and Dental/Vision/Hearing coverage. Working with more than 10 carriers across nearly all 50 states, Blake is dedicated to providing a high-quality customer experience while guiding and educating clients through every step of the Medicare process. Chapters:00:00 Introduction to Medicare and Its Importance02:04 Understanding Medicare Enrollment and Eligibility04:49 Common Misconceptions About Medicare07:36 Types of Medicare Plans: A, B, C, and D10:50 Medicare Advantage vs. Supplemental Plans13:34 Prescription Drug Coverage and Formularies16:29 Annual Enrollment and Plan Reevaluation19:38 Navigating the Medicare Enrollment Process23:50 Understanding Medicare Premiums and Variations25:36 The Impact of IRMAA on Medicare Costs27:33 Comparing Insurance Costs Before and After Medicare30:34 Recent Changes in Medicare Legislation33:36 The Pharmaceutical Pricing Debate37:41 Navigating Medicare in a Post-COVID World38:33 Consulting and Professional Guidance for Medicare #Medicare #Retirement #Healthcare #Enrollment #MedicareAdvantage #SupplementalPlans #PrescriptionDrugs #Eligibility #Misconceptions #FinancialPlanning #Premiums #IRMAA #InsuranceCosts #Legislation #PharmaceuticalPricing #COVID19 #Consultation

14. 

    3 Sept 2025

    Cracking the Code of Risk Tolerance with Tom Hamlin

    In Episode 5 of Conquering Retirement with AnnuityFYI Podcast, financial experts Tom and Brian Hamlin and Meg Odermatt discuss the critical importance of understanding risk tolerance in investment strategies. They emphasize the need for a well-balanced portfolio, especially as individuals approach retirement. The discussion covers various ways to help mitigate risks while still allowing for growth. They also highlight the Risk Tolerance Questionnaire available on the Annuity FYI website, a practical tool to help investors better understand their personal comfort with risk. The episode concludes with actionable advice for assessing financial health and making informed investment decisions. Questions or comments, visit us here (https://www.annuityfyi.com/). And take our Risk Tolerance Questionnaire here (https://www.annuityfyi.com/)! Chapters 00:00 Introduction with the team 00:30 Introductions 00:41 Casual Conversations and Personal Updates 00:49 Industry Insights 01:50 Engaging with Audience Feedback 02:15 Understanding Risk Tolerance 04:19 The Importance of Knowing Your Risk Tolerance 06:40 Risk Tolerance and Investment Strategies 11:20 Adjusting Portfolios for Retirement 14:53 Emotional Aspects of Risk Tolerance 19:22 Mitigating Risk with Annuities 25:28 The Reality of Retirement Income 31:05 Taking the Risk Questionnaire #risktolerance #portfoliomanagement #financialstrategies #retirementplanning #investmentadvice #marketrisks #annuities #financialeducation #wealthmanagement #financialhealth

15. 

    20 Aug 2025

    The Truth About the 4% Rule with Tom Hamlin

    In today’s episode of Conquering Retirement with Annuity FYI (https://www.annuityfyi.com/), Tom, Brian, and Meg dive into some of the most important factors for a secure and fulfilling retirement. They cover income needs, the relevance of the 4% rule, and how fixed indexed annuities can play a role in your strategy. This conversation also explores homeownership, lifestyle planning, and why working with a financial planner can make all the difference when navigating retirement’s complexities! Have a question you’d like answered on the show? Email us at newsletters@annuityfyi.com, we’d love to hear from you! Chapters 00:00 Understanding Retirement Needs 04:08 The 4% Rule and Its Relevance 07:24 Strategies for Fixed Indexed Annuities 13:00 Home Ownership and Retirement Planning 16:10 Final Thoughts and Takeaways retirement planning, annuities, financial advice, 4% rule, retirement income, fixed indexed annuities, retirement strategies, financial planning, investment strategies, retirement lifestyle

16. 

    6 Aug 2025

    Smart Moves to Prevent Retirement Planning Mistakes with Tom Hamlin

    In this conversation, financial experts Tom and Brian Hamlin and Meg Odermatt discuss the three biggest regrets investors have as they approach retirement. They emphasize the importance of starting to save early, understanding risk tolerance, and managing expenses to maximize savings. The discussion also highlights the power of compound interest and the necessity of planning for longevity and inflation in retirement. Your experts here at Annuity FYI provide practical advice on how to treat savings as a priority and the importance of fully funding retirement accounts, such as 401 (k) s. Visit https://www.annuityfyi.com/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkhEMTBNOUs3MC1XdnlHQWJ4MHNiNDAyUEtaUXxBQ3Jtc0tsZFVLa2lERnhuaWRpblU0cThQQi1PUEI0OXBMNVVVb0RNa25UVUdrZHMtOG10d1VBaWxVb3FvYWFZSzNVd1V4YVdBR0JqdEdRRkFfd0drVjRvOXBBaE15UDU3YzdnRlRPd0FTOGdTSkFEanJYeVZwMA&q=https%3A%2F%2Fwww.annuityfyi.com%2F&v=Af_UfSEn-Uw) for more information or give us a call at 1-866-410-5315.Chapters:00:00 (https://www.youtube.com/watch?v=Af_UfSEn-Uw) Understanding Retirement Regrets07:37 (https://www.youtube.com/watch?v=Af_UfSEn-Uw&t=457s) The Importance of Early Investment14:00 (https://www.youtube.com/watch?v=Af_UfSEn-Uw&t=840s) Key Takeaways on Retirement Planning#retirement (https://www.youtube.com/hashtag/retirement) #investmentregrets (https://www.youtube.com/hashtag/investmentregrets) #risktolerance (https://www.youtube.com/hashtag/risktolerance) #compoundinterest (https://www.youtube.com/hashtag/compoundinterest) #financialplanning (https://www.youtube.com/hashtag/financialplanning) #savings (https://www.youtube.com/hashtag/savings) #longevity (https://www.youtube.com/hashtag/longevity) #inflation (https://www.youtube.com/hashtag/inflation) #markettiming (https://www.youtube.com/hashtag/markettiming) #401k (https://www.youtube.com/hashtag/401k)

17. 

    24 Jul 2025

    How to Make Your Money Last Through Retirement with Tom Hamlin

    Worried about running out of money in retirement? Listen to this! In this episode of Conquering Retirement with Annuity FYI, Tom Hamlin and the team explore smart strategies to help ensure your income lasts as long as you do. Tune in for expert tips, real-world examples, and practical steps you can take today to retire with confidence. Come visit us at https://www.annuityfyi.com/ today! Chapters: 00:40 Understanding Retirement Concerns 02:15 The Importance of Financial Security 05:08 Strategies to Avoid Outliving Retirement 09:56 Diversification and Annuities in Retirement Planning 13:39 Conclusion and Final Thoughts retirement, annuities, financial security, inflation, investment strategies, retirement income, financial planning, wealth management, stress reduction, portfolio diversification

18. 

    9 Jul 2025

    Strategies for Reducing Taxable Income with Tom Hamlin

    In this conversation, Tom, Brian, and Megan discuss various strategies for retirement planning, focusing on reducing taxable income, the benefits of Roth IRAs, and the importance of financial planning. They explore the implications of tax strategies, including Roth conversions and annuities, and emphasize the need for personalized financial advice to navigate retirement successfully. Have a question about retirement? Email us at newsletters@annuityfyi.com—we might answer it on an upcoming episode! You can also visit annuityfyi.com for more expert insights. Chapters 00:00 - Introduction and Guest Introduction 01:43 - Strategies for Reducing Taxable Income in Retirement 10:09 - Roth Conversions and Tax Planning 14:21 - The Importance of Financial Planning and Strategy

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