All episodes
Stock Market Growth: Enjoying the Ups Without the Downs with Safe Retirement Strategies
Guaranteed Income Is Necessary to Thrive During Retirement
Converting an IRA to a ROTH
Two examples of Safe Retirement Planning
In retirement...Guarantees are a must
Three favorite ways to generate retirement income...Are they really the best?
Caronavirus / Stock market decline...We are in "unchartered" waters
Starting with $1,000,000
General discussion with John Caton
Can these four basic questions EVER be answered with managed money?
Would you prefer your retirement to be stable or fluctuate?
A client of mine has saved and grown money for 7 years...now it's time for lifetime income
Medicare and Tax information for 2020
7% growth for income...Guarantees quite a nice lifetime income
Wall Street companies are starting to promote annuities
Saving money is a lot easier than managing a lifetime of income
Long Term Care needs to be discussed...Being without LTC can wipe out a lifetime of savings
Your gains in the market aren't yours until you "cash out"
Are we delivering the right message
Take time to get informed...Time to take control of your retirement
Consider a Long Term Care policy...Another way to protect lifetime savings
We can't afford to ignore the potential of the stock market
You have won the game...Protect your retirement
Would you rather have guarantees or hope for a 17% return for 3 straight years
The Secure Act effective 1-1-20 and what they mean
Worry is not a financial strategy...Get on offense!
A great time of the year to get your financial life in order
A general "clean up" of assets is a great value to offer.
An annuity lets you "safely" grow your money AND generate lifetime income
My clients and friends have won the game...give yourselves a pat on the back.
My...how things have changed. Everything is so much more expensive.
Making a great Social Security choice is absolutely a must
Let's keep it simple...The choices we have when saving for retirement
Time to take charge! Don't count on anyone else to make you feel good about your retirement
A safe and secure retirement can be yours...You deserve this "Peace of mind"
Will your investment broker or your banker guarantee safety and income for life?
Our industry (Fixed income products) has so much to offer...most of all guarantees!
Corporate pensions are on a deathbed
Make your retirement enjoyable
You deserve "peace of mind" when it comes to your retirement plan.
Social Security is a fantastic program that really needs to be understood
After 10 years of growth...why gamble any longer?
You owe it to yourself to enjoy your retirement
Why don't we hear about these "safe" plans in the financial magazines and media?
It takes 12.56% return to match our guarantees...Our guarantees come with no stress and plenty of "peace of mind"
Most people are "blinded by returns"...Do you really have gains that are yours?
Are we delivering the right message?
General retirement ideas / examples
A retirement plan can be simple...3 bucket approach
Why do people invest? It has to be for income!
You have to have a goal...otherwise you don't get to where you need to go!
The one thing that can solve a retirees worst nightmare...Lifetime income!
So many different advantages in this perfectly designed retirement vehicle...It's a winner in many ways!
How do we pay for many years of retirement?
How can anyone be comfortable in this roller-coaster stock market
Are my strategies really safe?
One of my early clients in 2008...What are the results 11 years later?
I ran into an article...could have been written by me?
An investment group talking about the need for guaranteed income in retirement? Unheard of!
Too much risk in the stock market today?
A retirees #1 fear...running out of money! We don't have to worry anymore
What are your guaranteed income choices?
Retirement should be a time to settle back and enjoy a new stage of life...We must have a plan
A real life example for John and his wife
Timing is so important for your retirement "peace of mind"
Other common questions we hear from retirees
What are retirees really asking for today?
We need to choose our investment strategy, because an investment opportunity can get us in trouble
When you are close to retirement, you need a strategy for navigating the inevitable "choppy waters"
In retirement, we need to focus on the things that really matter...family and friends
Did you ever own a product that just worked really well? Guaranteed income never goes out of style!
Simple math shows us that guarantees are "simply the best".
Chasing big returns is exciting, but can it turn into a problem?
Prior to our retirement, we need to protect our life savings
What's the yield curve? A powerful signal of recessions has Wall Streets attention
In retirement, we must have 100% certainty
People need to be in control of their own "perfect" retirement
So much uncertainty...even the experts don't know what to expect
We've worked our entire lifetime, and we deserve "peace of mind" guaranteed income
We need to grow our money safely, then create maximum income for life!
When you're money is gone "there is no more".
We can't afford to ignore the stock market
You must be careful as you get closer to retirement
A guarantee is so much better than a hope!
Taking income from an investment portfolio is risky.
Why Tom moved more money to my retirement program.
Real client. Real protected retirement. Hear Tom's story.
"I'm Not Going to Let 2008 Ever Happen to Me Again!"