What makes a good state to retire? What is the weather like? What about taxes? What about cost of living? What about health care? What about social issues?

Everything You Ever Wanted to Know About Annuities

Aug 10th, 2020 16m 53s

Need tax deferral, guaranteed income, or protection The need to understand your options Learn about new strategies The real scoop about buying/owning an annuity

Wellness & Wisdom Series

Jul 16th, 2020 17m 36s

Health – Staying active, eating healthy and being conscious are key! Wealth – Having a written financial plan is key, implement a strategy and relay on a specialist. Fulfillment – Figure out what a fulfilled retirement looks like and find a wa

Critical Considerations in Your 50s, 60s & 70s

Jul 9th, 2020 14m 59s

Income planning and understanding your withdrwawal rate Planning for Social Security, Medicare and Long-Term Care Required Minimum Distribution, avoiding IRS penalties, the new RMD rules and CARES Act Estate & Legacy planning, which documents

Your Health & Your Wealth

May 7th, 2020 46m 8s

Your Health During and After the Pandemic Highlights of the CARES Act Upside Capture & Downside Protection This is a time to be opportunistic & NOT pessimistic