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- Learn From One Of The Greatest Annuity Agents In American History
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- Michael Battalini Brings Retirement And Income Radio To Pittsburgh
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- Videos
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Posts
- Annuity Payouts: Are You Informed About Your Options?
- Variable Annuities
- Securing Returns From Fixed Term Annuities
- Why you should consider a Solo 401k if you are Self Employed
- What is Probate? How does it work?
- Questions & Answers Regarding Probate
- Credit Score Information Frequently Asked Questions and Answers
- Self Directed Real Estate IRA
- Coverdell Education Savings Account: College with Tax Advantages
- Estate Planning – Get Organized!
- 2012 Fee Disclosure: Finally
- Charitable Gift Annuities
- Annuities: How long have they been around?
- Running Out of Money Before You Run Out Of Life
- Longevity! Can You Insure It? Yes!
- Investors, Teenage Girls and Sheep
- Long Run Investments – Stocks vs. Real Estate
- Home Equity – Reverse Mortgage Loans
- It’s Not Financial Rocket Science
- Helping Baby Boomers Plan for Retirement
- 10,000 Baby Boomers Retire Each Day
- The US Treasury, Your 401 (k) and Longevity Income
- Safe Money, What Are Your Real Options?
- The Chicken, The Egg and Goldilocks
- Are You Paralyzed About Your Retirement Choices?
- Don’t Gamble. Leverage like Buffett
- Mother, Banks and Options to Avoid Poverty
- Are US Treasuries a Smart Bet For You?
- Annuities Dirty Little Secret Number 2: Great Products or Great Rip Offs?
- Inflation and Fixed Indexed Annuities. Can You Protect Yourself?
- Up Up and Away – Fixed Indexed Annuity Sales Skyrocketing
- A Comprehensive Guide To Annuities And Annuity Investing
- Dollar Cost Averaging With Variable Annuities
- Dissatisfied with 401(k) Plan Investment Menu?
- Congress and US (The American People)
- Should I Invest In An Annuity?
- Your Retirement Income. Guaranteed? Or at Risk?
- Financial Advisors: Beware of Fees and Hidden Commissions
- Bond Brokers are Becoming Annuity Salesmen
- Annuity Lie: You Die and the Insurance Company Profits
- Women, Annuities and the Need to Outsource Retirement Income Management
- My Least Favorite Annuity
- Maximize Your Social Security Benefits
- What’s the Difference Between an Old Man and an Elderly Gentlemen?
- Endowment Annuities, Also Known as the Model T Annuity
- Do Annuities Have Fees?
- What Do You Want Your Retirement Money to do For You?
- How to Actually Plan for Retirement
- Bonds and the Benefits they Provide to Themselves
- Should You Choose an Annuity or a Bank Certificates of Deposit?
- The Best and Safest Investment You Can Make
- A Case Study in Fixed Indexed Annuities — The Income Tripler
- The Difference In IRAs and RIAs Is More Than Just The Letters
- Brands And Why We Trust Them
- The Richer You Are, The Older You Will Be
- FINRA Wants Our Annuity Products
- What If You DID Have A Crystal Ball?
- Evolution of Variable Annuities Doesn’t Mean Improvement
- Should I Buy Long Term Care Insurance?
- Where Will You Be in 10 Years?
- Is An Annuity Right For You?
- Depression And Worry For Baby Boomers
- How Fixed Indexed Annuities Work
- How To Use Income Annuities In Retirement Planning
- 1031 Exchanges and Tax Benefits
- Pros and Cons Of Variable Annuities
- A Reality Check And The Annuity Bubble
- How To Stay In The Money During Your Retirement Years
- A Retirement Income Trifecta
- Make Sure Your Year-End Financial Checklist Makes Sense
- Important Questions To Ask Before Buying A Fixed Annuity
- Am I A Senior?
- High Returns Possible With Indexed Universal Life
- Certificates of Deposit Strategies
- Is There Risk Investing In US Treasuries
- Transparency It Had To Come We Knew It All Along
- 20 Questions To Ask When Interviewing Annuity Agents
- The Times They Are A Changin For Annuities
- Creditor Protection: The Annuity Option
- The Federal Government And Their Slow Creep Over Our Lives
- New Department Of Labor Forthcoming Rules Redefining Fiduciary Could Be Bad For All
- Buy An Annuity And Earn 8%
- DOL And The Three Blind Mice
- The Flip Phone Evolution To ROBO Advisors
- Variable Annuity Companies May Face Huge Loss Of Revenue
- Physicians And The Affordable Care Act
- Baby Boomers Will Be Have To Pay A Higher Percentage For Their Medical Care
- Healthcare And The Baby Boomers
- See What The Insurance Industry Has Planned For Us
- Considering A Fixed Indexed Annuity For Your Important Retirement Funds?
- Dad Goes To Day Care
- The Zoo: Understanding Bulls, Bears and the Deer
- 30 Year Bonds Available Get Them While They Are Hot
- Beware Tax Scams
- The Curtain Is Drawn Back On Bond Sales
- The Death Spiral of the American Health Insurance System
- Social Security Will Run Out of Money
- Glass, Toilet Paper And Cell Phones
- Why Interest Rates Are Low And Will Stay That Way
- More Americans Are Drifting Into And Dying In Poverty
- Big Changes Coming To Estate Tax Planning
- Wall Street’s Latest Attempt To Create An Annuity: Bond Tents
- Avoid Identity Theft; Learn How to Recognize Phishing Scams
- Old News And New News Are Still The Same News
- Ask Before You Leap When Considering An Annuity
- The Almighty Income Check
- Worry and Concern Over Medical Costs And Expenses
- Should An Annuity Be A Part of Your Retirement Portfolio?
- Sustainable Income For Life
- Annuity Sales Are Predicted to Grow In These States
- 3 Overlooked Tax Reductions That Will Shock You
- Variable Annuity Sales Take Another Big Hit
- Annuities – Confused? – Keep It Simple!
- Make Sure Your Credit Score Is Accurate or It Could Cost You
- What Are Zero Coupon Bonds?
- One Huge Benefit for Annuity Owners
- A Pile Of Cash: How Important Is It?
- Use ‘Transfer on Death’ Form to Avoid Probate Court
- Get The Facts, Ask Joe Friday
- Buffett Says. The Problem is Health Care
- Fake News
- 4 Percent Rule or Annuity for Peace of Mind in Retirement (Don’t Worry – Be Happy!)
- Greed and Fear Can Destroy Your Finances
- Don’t Let Extreme Fees Ruin Your Retirement
- Human Beings Are Strange Animals Indeed!
- A La Carte Planning Don’t Be A Victim
- Divorce Can Be Very Costly To Retirement Planning
- Guaranteed Income Should Be Your Outcome
- Lessons From Eddy
- Income Solutions 2017
- Use This IRA Solution to Eliminate Long Term Care Insurance Premiums
- Anonymous Sources- Can You Really Trust Them?
- People Depleting Their Retirement Funds Fast… Do Not Be One
- Saving For Retirement? Don’t Forget Your Teeth
- Inflation Can Cripple Retirement Planning
- How Many Acres Must I Own?
- Charitable Gift Annuities Can Provide Benefits
- Risk on Paper Is Different From Reality
- Where Should You Invest Your Money? Answer These 8 Basic Questions
- Do Agents Use Annuities In Their Own retirement Plannings?
- Women And Investing It’s A Different World
- A Simple And Successful Approach For Your Nest Egg
- The Dreaded Four Fears Of Retirement Planning
- Houston, we have a problem!
- The Retirement Jigsaw Puzzle
- Are You Prepared For The Next Storm
- How Much Will It Cost Me?
- Medicare ABCs
- Our Government Has Mortgaged Our Future
- What Happens To Your Retirement Plan When The Market Crashes?
- Control What You Can And Plan For What You Cannot Control
- Eric Hutter Safe Money & Income Radio
- Al Martinez Retirement & Income Radio
- But I Don’t Want To Spend My Principal
- The Great American Rip-Off
- Dan Van Patten’s Safe Money Radio Show
- Deer In The Headlights
- Bill Carter’s Safe Money Radio Show
- A Time To Give Thanks
- The Biggest Problem Facing Retirees Is Medicare Reimbursements
- Healthcare Is The Biggest Social Issue Of The 21st Century
- It’s All About Planning
- Play Like A High Roller
- If You Don’t Get What You Want: Sue Them
- New Year New Hopes
- Understanding Your T.S.P. Options and Decisions.
- Is There a Way to Protect Assets and Provide Quality Long Term Care for Someone Already Receiving Care?
- Time
- In Death, The Details Become Essential
- A Contemporary Twist On Little Red Riding Hood
- Preparing For Retirement Beyond The Finances
- How Fixed Indexed Annuities Offer Guaranteed Income And Avoid Market Risk
- Let Freedom Ring
- The Eighth Wonder Of The World
- When Optimism Can Be Devastating
- The Emotional Side Of Being A Trusted Advisor
- Why Market Draw Downs Slash Total Retirement Dollars
- Does Tax Deferred Growth Make Sense For You?
- Which Bucket Of Money Do I Use First?
- Maximize Your Pension And Take Better Care Of Your Spouse.
- What Do Experts Say About Using Annuities for Retirement Planning?
- What Do Different Annuities Offer?
- Which Annuity Is Right For You?
- Owning Gold Is Hoarding
- The Value Of Legacy
- Learn The Secret That Most Affects Your Retirement Success
- Watch Those Comparisons
- What Is Your Exit Strategy?
- Why Annuities?
- Lions And Tigers And Fees Oh My!
- Annuity Lies And How They May Impact Your Future
- You Spell Annuity S-E-C-U-R-I-T-Y
- At Risk
- A Life Insurance Policy Is An Asset You Can Sell
- Management Of Annuity Taxation
- Top 10 Retirement Planning Mistakes
- Choose An Annuity For Your Retirement Account
- Love Pensions But Hate Annuities- Really?
- Don’t Worry The Market Always Comes Back
- You Can’t Afford Another Market Crash, Or Can You?
- The Cost Of Prescription Drugs Can Cripple Retirement Plans
- Concern Over A Bear Market Places Annuities In Demand
- Brokers – Are They Working For Their Retirement Or Yours?
- Do We Really Need This Type Of Structure In Our Lives?
- Use The IRS Section 1035 To Find The Highest Yield For Your Annuity
- Will Your Retirement Accounts Last You To Age 117?
- Social Security Could Be Gone Sooner Than You Think
- Experts And Guarantees
- Are Annuities Good Or Bad?
- Can You Afford To Lose Another Decade of Wealth
- Practice What You Preach
- A Physicians Career and Protecting Your Retirement Funds With Fixed Indexed Annuities
- Whole Life Insurance Or Term Insurance- Which Is Best?
- 12 B-1 Fees And Distrubution Fees In Mutual Funds
- Life Insurance Benefits Optimization Opportunities
- Safeguard Your Wealth With Required Minimum Distribution Strategies
- Be Cautious Of Those Bearing Financial Advice
- Safe Deposit Box Tips
- Is The Stock Market A Ticking Time Bomb
- The New Retirement Age is 70
- Health Insurance Expense Is Becoming A Major Concern
- Father Knows Best
- Buy Low Sell High
- It Only Rains Twice A Year In Our Town
- Don’t Borrow Your Way To Retirement
- Can You Pass The Retirement Lie Detector?
- A Message To Your Current Broker
- Stress Free Retirement With Annuities
- Why Are Baby Boomers Pouring Billions Into Fixed Indexed Annuities?
- 7 Ways To Finance A Start-Up
- The Rollercoaster Market And Why My Clients Are Laughing
- Is Holding Out For Higher Interest Rates In Your Best Interest?
- Four Realities Of The Stock Market And Your Retirement
- Trick Or Treat Is The Market On Wobbly Legs
- The Myth And Realities Of Your Average Rate Of Return
- Five Reasons Women Should Consider Annuities For Retirement
- When Should I Take A Profit?
- Is There An Ideal Age To Purchase An Annuity?
- Balanced Investment Strategy Guide
- Small Fees Can Mean Big Impact on Your 401(k) Growth
- Is It Time For The Truth?
- Five Tips For Cybersecurity Consciousness
- The Three Biggest Misunderstandings About Annuities.
- The Huge Difference In Your IRA Between Accumulation And Distribution
- Protect Yourself From Bank Worst Practices
- Designate A Beneficiary And Lower Probate Expense
- I Love Annuities BUT
- Why Buy An IRA When An Annuity Is Better?
- The Income Gender Gap Is Stacked Against Women
- Elder Abuse And Tax Scam Issues
- Is 2018 A Lost Year Financially?
- A Christmas Card From Your Registered Investment Advisor
- I Am Not Going To Say It
- Keep Stock Market Risk In Perspective
- Lies My Financial Advisor Told Me.
- Life After The Memorial
- The Case for Private Pensions
- Baby Boomers Are Learning The Secret That Income is King
- Should 2018 Auld Acquaintances Be Forgot?
- Chevrolet or Ferrari, Which Would You Choose?
- Alternatives To Traditional Long Term Care Policies
- The IRS Tightens Control Over Your IRA
- The Affordable Care Act Is Losing Medical Support
- Roth IRA Estate Planning Strategies
- Treasury Inflated Protected Securities
- Closed-End Mutual Funds: Understand How They Work
- Municipal Bonds: Basic Information You Need
- Hedge Funds: Pros and Cons.
- The Perfect Investment: Is There Such a Thing?
- The ‘New’ Investment Pyramid: Think in Reverse to Move Forward
- Buying Stocks and the Stock Market. How it works.
- Risk Is A Four Letter Word
- How To Handle Your Inheritance Wisely
- Growth Stock Investing Secrets
- Investing: A Basic Overview
- Make Sure Your Savings Outlast You
- Market Timing Strategies
- Winning Investment Strategy
- Investments That Will Help You Sleep Well Tonight
- The Power of Zero……Can It Be An Advantage?
- Annuities Vs Bank CDs: How Do They Compare?
- Small Business Grants – Tips
- What Is an Exchange-Traded Fund (ETF)?
- How Fees Can Negatively Impact Your 401(k)
- Tips To Help Small Business Owners Protect Their Investments
- What Is a 403(b) Plan?
- Market Fears And Retirement Planning: One Category Is Not Affected
- Annuity Calculators and Retirement Planning
- Living Too Long Is Never A Problem Until It Is
- Annuity Beneficiary: An Important Decision
- What Is an IRA Rollover?
- Does Your Goose Lay Golden Eggs
- Make the Right Choice in Selecting a Beneficiary
- Death Benefits and Annuities: Tips and Hints
- Answers to Common 401k Questions
- Avoid Mistakes When Buying Life Insurance
- Don’t Get Stuck With Low Annuity Rates: Manage Your Annuity!
- Is Financial Planning Different Than Retirement Planning
- Know Your Options: Borrowing From Your 401k Plan
- What You Need to Know About Probate
- 6 Annuity Misconceptions You Need To Know
- Eliminate Debt And Recession Proof Your Life
- Small Business Equipment Leasing
- Redefining The American Dream
- Joint Ownership: Does it make sense for you?
- The Pros and Cons Of Investing and Owning Gold
- Are You Concerned About Leaving Your Heirs Lump Sum Money?
- Baby Boomers Love Guaranteed Income
- Is An Annuity An Annuity, Or Is An Annuity An Egg?
- Variable Annuity Buying Tips
- Should You Convert Your IRA To A ROTH IRA
- Negative Or Just Realistic?
- Raising Money Using a Self-Directed IRA
- The Latest 401k Trends
- The Big Rollover: Your Options
- Should You Borrow Against Your 401(K)? Think Twice
- Failure To Plan Can Be Devastating
- Finding the Best Annuity
- Q&A on IRA’s (Individual Retirement Accounts)
- Time Is Not On Your Side
- The Investment Pyramid For Asset Allocations
- Buy Guarantees Not Promises
- What Interest Rate Do Bonds Pay?
- Are Municipal Bonds Really Tax Free?
- Promises And Guarantees Are Not The Same Thing
- Simplifying Retirement Income Planning
- Four Common Mistakes In Retirement Planning
- ROBO-Advisors Invade Retirement Planning: Hurray!
- Assumptions: Would You Bet Your Retirement On It?
- Ashok S. Ramji Earns Chartered Life Underwriter Designation CLU®
- What Is The Purpose Of A Second Opinion?
- Beware Of The Future Cost Of Medical Care
- Compare Variable Annuities With Fixed Indexed Annuities
- Three Things To Know Before Buying Municipal Bond Insurance
- How Many People Are In The New American Economy: Living Paycheck To Paycheck?
- How Do I Pick The Right Agent To Help Me?
- Understanding Income Riders
- Where Are You Now?
- Two Basics You Must Know About Annuities
- Women Are Not Equal to Men in Retirement
- Understanding “Simple” 401(k)s: an Overview
- Customized Retirement Plans
- Health Planning For Retirement
- My Mutual Fund Investments Are Free
- The Golden Years Might Not Be What You Expect
- Small Business Funds – Earn Money by Investing
- The Annuity Guarantee: Safety and Security
- The Triple Whammy
- The Glorious History of Annuities
- Who Should Have An Annuity
- Thrift Savings Plan (TSP)
- What You Should Know About Investing Your 401k In Company Stock
- Retirement Planning Strategies
- Retirement Planning for Singles And Unmarried Couples
- Steve Kerby Honored With Prestigious Invitation
- Security is Spelled A-N-N-U-I-T-Y
- Five Benefits Of Working Past Retirement Age
- Living Wills: Frequently Asked Questions and Answers
- Annuities as an Investment Vehicle
- Variable Annuities | Tips to fully understanding variable annuities
- Your Guide To Choosing A Tax Professional
- Advance Directives: “The Living Will” and other issues
- The Stock Market, The Magnificient Twenty and Volatility
- Municipal Bonds, Know Their Secrets Before Investing
- Promises Made, Promises Kept: The ‘Cross Your Heart’ Investment
- Money Management Mistakes To Avoid
- US Treasury Floating Notes
- 4 Common Myths about Annuities
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- The No Exposure To Loss Gambling Machine
- Make A Plan With These Five Factors In Mind
- Are Revocable Living Trusts for You? Basic Information
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- Annuities, The Big Three: Fixed Interest, Fixed Indexed, and Variable
- 10 Solid Reasons To Consider An Annuity For Your Retirement Foundation
- Market Volatility Can Be Defeated: Retain or Gain!
- Income Riders Are The “Future”
- Sugar Loaf’s Will Be The Most Important Investment Choice For The Next 20 Years.
- Live Long And Prosper But Not Too Long
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- Ask Questions To Find The Best Annuity For You
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- 5 Things Every Baby Boomer Needs To Know About Annuities
- Keeping the Interest Rate Field Level with Annuities.
- Rating and Comparing Annuities
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- Operation 401(k)
- Understanding Variable Annuities: Pros and Cons
- Volatility And Longevity
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- A Big Pile of Money: What is it Good For?
- The National Debt: Will it Ever Be Paid? No!
- Use Golf to Understand Bonds
- How Safe is Your Fixed Indexed Annuity?
- Shaquille O’Neal, A Billion Dollars and Annuities
- Use the Tax Advantage of Annuities in Your Retirement and Tax Planning
- Stop the Financial Tug of War
- A Gold Watch And Lifetime Income
- 5 Reasons Annuities Will Become a Force for the Baby Boomer Generation
- Living Trusts: Frequently Asked Questions and Answers
- Is Your Retirement Plan On Solid Ground?
- Retirement Planning: Common Investor Mistakes
- 401(k) Aged Based In-Service Withdrawals Move to Safety
- Are You A Fox Or A Hedgehog?
- Get Started with Basic Estate Planning
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- Advantages of the 1035 Exchange IRS Code
- Do You Know And Understand Your Risk Tolerance
- When is a Good Age to Consider Investing in An Annuity?
- Billions In Fees Translates to Billions In Lower Retirement Income
- How to Choose an Attorney
- Wills and Trusts Defined
- How to Choose a Financial Planning Attorney
- Assets Under Management Fees and Expenses
- The Next Major Annuity Market Is Massive: Women
- Robo Advisors And The Loss Of Customer Service
- Roth IRAs, IRAs, 401(k) and Account Conversions
- Rich Get Richer, Poor Get Poorer – What about the Middle Class?
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- Max Out Your 401(k)
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- Considering “Splitting” Your IRA for Maximum Opportunity
- The Inverted Yield Curve
- Annuities Explained
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- The Best Kept Secret in the Financial World
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- How To Modernize Life Insurance at Retirement Time
- Trust: Use the Ronald Reagan Approach
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- Inflation and Investment Risk
- Chickens, Pigs, Bulls and Bears: The Stock Market is a Barnyard
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- Eliminating Market Risk To Your Retirement Funds
- Bond Funds or Individual Bonds: Which is Best for You?
- The Importance Of Dental Health For Senior Citizens
- Consider Using Math And Science When Planning Your Retirement
- How to Understand Insurance Company Financial Ratings
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- What Is The Definition Of Conjecture?
- Avoid Penalties By Learning These Important Early 401(k) Withdrawal Rules
- Financial Dentistry
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- Investing Can Be Risky….Maybe Not!
- The Float, Warren Buffett, Annuities and You
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- 10 Retirement Planning Mistakes and How to Avoid Them
- Term Life Insurance: Advantages and Disadvantages
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- Annuity Lies Rebutted
- 401k Asset Allocation Strategies
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- 7 Shortcuts For Major Money Hassles
- The Best Time for Tax Planning
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- Your Retirement Distribution Strategy
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- Helpful Tips For Improving your Credit Score
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- Sleep Tight Knowing Your Investments are Safe.
- The Top 7 Most Common Financial Mistakes
- Seven Ways to Improve Your 401k
- Outsource The Liability
- Long Term Care Insurance Premiums Increase Continue With No End In Sight
- Is Investing In Bond Mutual Funds A Good Idea? Let’s Look at The Disadvantages
- Ever Wonder How the Stock Market Works?
- When Harry and Sally Met Their 401(k)
- Understand Your Social Security Survivorship Benefits
- A Safe Retirement Option is Available
- Dealing With Uncertainty and Your Retirement
- But My Broker Says
- FINRA And Its Relentless Attack on Excessive Fees
- Do You Have An Exit Strategy? Do You Know When To Get Out Of The Market?
- Look Out For The Falling Stock Market
- How To Enjoy The Best Years Of Your Life
- A Common Sense Approach To Basic Retirement Planning
- Cost Segregation
- Market Volatility Puts Retirement Accounts In Peril
- Safety In Retirement
- The Misconception Of Annuity Liquidity And Income Riders
- Protecting Your Assets
- Medicare Reimbursements Shrink As Medical Costs Increase
- Make Sure You Have Named A Beneficary On Your Annuity Contracts
- Proceed With Caution Using An Annuity In A Trust
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- A New Idea That Has Been With Us For Over 200 Years
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- The Miracle Of Compound Interest
- Do You Have An Umbrella For The Rainy Day
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- Annuities Are Not The Enemy
- Normalcy Bias And Your Retirement Income
- Responsible Management Of Retirement Savings
- Nightmare On Easy Street
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- Beneficial Long Term Capital Gain Tax Rates
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- Women And The Retirement Nightmare
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- The Retirement Checklist
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- Which Way To Turn
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- What If It Was Me
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- What Are Your Essential Life Decisions?
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- Do Your Job
- The Gray Divorcee
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- Some Light At The End Of The Tunnel
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- Helping Baby Boomers Plan For A Successful Retirement
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- How To Keep From Going Crazy When The Pandemic Is Over
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- Snowball Or Avalanche
- How To Survive And Thrive The COVID-19 Market Losses
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- Happy Lockdown 4th
- Use Your Brain To Control Money Making Decisions
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- Unlock A Hidden Asset
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