Annuities have a bad reputation and are often portrayed in a negative light. In this show, a financial planner talks about how he sold an annuity to his Mom and why he feels that certain annuities might be appropriate for some people. What type of annuity did he sell to his Mom and does he regret it?

Which city is best suited for retirement? In this show we review a recent ranking of the top 182 cities in the US and discuss the results. Spoiler alert! Tampa is at the top. What criteria is important to consider when moving for retirement?

Many struggle to switch from saving to spending when they retire. It may seem easy, but it is often a mental challenge. We discuss the five mental barriers to successfully switching from accumulation to decumulation. Do you think you will spend without any problem? Think again.

When interest rates drop, many know to refinance their debts. Yet, when interest rates increase, many don't know that it is time to refinance their income. Shouldn't your income go up when interest rates rise? In this show we discuss this important topic for retirees.

The fear of running out of money is one of the biggest fears retirees face. Yet, it should NOT be. In this show we talk about why this fear of running out is overblown.

Caring for an aging parent can be costly, time consuming, and emotionally taxing. In this show, Dan & Tony share their personal experiences with caring for their aging parents along with tips and lessons learned.

How do I claim Social Security against my spouse? Can I claim against an ex-spouse's Social Security? How much will I get? What are the rules about spousal benefits? In this show we answer all the questions you may have about claiming Social Security against a spouse.

Can I get my ex-spouse's Social Security? How much will I get? How long do I have to be married? What if I remarry? Will my ex-spouse know I am claiming against them? What if my ex-spouse is dead? In this show we answer all the questions you may have about claiming Social Security based on an ex-spouse.

What does it take to be considered at the top 1% of earners in your state? Does earning top money for your efforts ultimately lead to an earlier, less stressful, or "better" retirement?

Should you take Social Security early because interest rates are relatively high? Why bother delaying Social Security when you can take the money now and get a better return? In this show, we explore the idea that delaying Social Security may NOT make sense when interest rates are going up.