by Nassau Financial Group
We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
Language
🇺🇲
Publishing Since
2/25/2019
Email Addresses
1 available
Phone Numbers
0 available
April 25, 2025
Philip Chao, a leading voice in the 401(k) space shares his sharp focus on creating guaranteed retirement income. The conversation explores Philip's background, his companies, and the evolving landscape of annuities within retirement plans. Key themes include the role of fiduciaries, the integration of annuities into target date funds, and the future of guaranteed income products in the retirement market. In this conversation, Philip Chao discusses the evolution and importance of Target Date Funds and Qualified Default Investment Alternatives (QDIAs) in retirement planning. He emphasizes the need for personalized solutions that consider individual data rather than relying solely on averages. The discussion also highlights the significance of engagement in retirement planning, the challenges of behavioral finance, and how guaranteed income can help ensure financial security in retirement. Chao advocates for transparency and education in financial services to empower individuals in their retirement decisions. Learn more at thatannuityshow.com
April 11, 2025
Tom Totten, an actuary and serial entrepreneur, shares his journey from a defined benefit consultant to advising companies on Employee Stock Ownership Plans (ESOPs). The conversation delves into the intricacies of ESOPs, their guarantees, and the liquidity risks associated with them. Tom discusses the purpose of lifetime income strategies, including the use of annuities, and reflects on the evolving relationship between employers and employees in the context of retirement planning. In this conversation, the speakers discuss the benefits of including lifetime income solutions in retirement planning, emphasizing the role of the workplace in providing these solutions. They explore the challenges of communicating the value of lifetime income to pre-retirees and retirees, the impact of technology on retirement planning, and the benefits of diversification in investment strategies. The discussion also touches on the potential of ESOPs as a means of wealth creation for employees and the evolving landscape of retirement planning in light of alternative investments.
April 4, 2025
Jeff Affronti, president and CEO of FSD Financial Services joins our show to delve into the current landscape of annuities, focusing on market trends, the purpose of annuity laddering, and common strategies for younger investors. Jeff shares insights on using MYGAs for retirement income, the impact of inflation on annuities, and some of the latest product features and innovations in the industry. The discussion also touches on the risks associated with life-only annuities and the potential for entering the MYGA market. For more information: thatannuityshow.com
Wade Pfau & Alex Murguia
The Annuity Man
Jim Saulnier, CFP® & Chris Stein, CFP®
Chad C. Owen
Michael Kitces
Paul Merriman
Morningstar
The Motley Fool
Taylor Schulte, CFP®
Barron's
Morningstar
Bryan Anderson
Benjamin Brandt CFP®, RICP®
The Compound
Ari Taublieb, CFP®, MBA
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