We speak with Michael Demkiw, from Third Tier Wealth Management. Michael discusses how his interactions with the RISA® have helped him take a step back and realize how he now interacts differently with clients. A sort of “before and after RISA®” larg…
In this episode, we discuss how you can obtain lifetime income from a fixed-index annuity without annuitizing your contract, and how they are also comparable to more income dedicated options. We also discuss one of the most popular and fastest growin…
We speak with Jessica Wunder, CFP®, RICP®, CRPC® and Alana Light, CFP®, RICP® from McLean Asset Management about how the RISA® is used to transition clients into a retirement income plan. We discuss the optimal time to introduce the RISA, what happen…
As in the previous episodes on annuities, Wade and Alex break down the components of Fixed Indexed annuities (FIAs). They detail the most salient features common across their contract structures and help you determine what features are right (or wron…
Wade and Alex speak with Charles Pettit who runs a series of financial education courses for the public called Financial Foundations Course. While open to all, Charles developed this course to help the underserved individuals in the military and thei…
As in the previous episodes on annuities, Wade and Alex break down the components of Fixed Indexed annuities (FIAs). They detail the most salient features common across their contract structures and help you determine what features are right (or wron…
Wade and Alex speak with Larry Greenwald of BlackDiamond Wealth about how he uses the RISA® to clarify his messaging to clients about their retirement income options. We dig deep into Larry’s wealth of experience where he describes how it was difficu…
As in the previous episodes on annuities, Wade and Alex break down the components of variable annuities. They detail the most salient features common across their contract structures and help you determine what features are right (or wrong) for what …
First and foremost, RISA® aside- It is a wonderful episode demonstrating the power of the Hunter family!
Alex and Wade speak to the father and son combo of Brad and Hunter. Hailing from the Ozarks, they discuss how they utilize the RISA® the get to t…
In this week’s episode, Wade and Alex break down the basic Single Premium Immediate Annuities (SPIA) and Deferred Immediate Annuities (DIA) and describe how these traditional annuities can function as a personal pension for your essential expenses in…
