Category: Annuity

Episode 150: Lump Sum or Annuity: What’s Right For You?

In this episode of ‘Retire with Style’, Wade and Alex discuss the complexities of pension decisions with Jason Rizkallah from ...

[Best of 2023 Repost] Ep. 60: The Retirement Planning Guidebook- Helping you find the path to a great retirement

With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. ...

Episode 88: What to Look for in Annuity Illustrations and Contracts (Part 2)

On this week's episode, Wade is continuing his conversation with Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, ...

Episode 86: What to Look for in Annuity Illustrations and Contracts (Part 1)

On this week's episode, Wade is hosting without Alex. But Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, ...

Episode 84: Understanding the Index Choices for Index Annuities

On today's episode, Wade and Alex are joined by Branislav Nikolic, who is a Managing Director and Head of Insurance ...

Episode 83: More on Annuities with the Author of Annuities for Dummies – Part 2

Our special Friday bonus episode this week is Part 2 of the discussion with Kerry Pechter, whose "2nd edition of ...

Episode 82: More on Annuities with the Author of Annuities for Dummies – Part 1

This week Alex and Wade welcome Kerry Pechter to the show. Kerry is the author of "Annuities for Dummies", which ...

Episode 76: Fixed Index Annuities: Do they present a best of “annuity” types for retirement income?

As in the previous episodes on annuities, Wade and Alex break down the components of Fixed Indexed annuities (FIAs). They ...

Episode 74: Variable Annuities and their practical considerations.

As in the previous episodes on annuities, Wade and Alex break down the components of Fixed Indexed annuities (FIAs). They ...

Episode 72: Variable Annuities. When they are useful as a retirement income planning option.

As in the previous episodes on annuities, Wade and Alex break down the components of variable annuities. They detail the ...

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