Is it true that certain kinds of annuities can be helpful? The right type of annuity can be a critical piece of a well formulated retirement plan. Fixed indexed annuities, first introduced in the 90s, have gained tremendous popularity in recent years. In today's episode, Gerry helps us understand why.

In this episode, Gerry discusses the common, preventable mistakes that every retiree makes. Retirement can be a time of happiness, freedom, a time to pursue passions you finally have time for. However, it can also be a time of worry if your retirement plan doesn’t address longevity and the fear of running out of money becomes a reality. Gerry explains that with the correct income strategy, you can maximize guaranteed retirement income sources and eliminate the chance of outliving your assets.

Is it better to have a savings goal, or an income goal for retirement? What are the best financial products to use?



In last week's episode, we reviewed the outline of an actual retirement plan. This week, Gerry takes a deeper dive into maximizing the amount of income you can generate from the assets you have accumulated for retirement.

How do you build an actual retirement plan? In this week's episode, we learn about the elements of the '3 Bucket Approach,' exactly what Gerry uses with his clients planning for retirement. When used properly, the '3 Bucket Approach' will help you guarantee streams of income for as long as you are living, grow your retirement assets safely and conservatively, and make sure you have access to funds in a pinch. Gerry also discusses some of the major risks and concerns facing anyone entering retirement and how to not mistake elements of a plan for a real retirement plan.

This week’s episode is all about the art of planning for retirement. Listen along as Gerry explains the basics when it comes to creating a simple, cohesive retirement plan and the things you can start to think about as soon as today. When built correctly, a retirement plan will maximize the assets you have accumulated, and minimize the risks and threats that every retiree will face.

How do you achieve a comfortable retirement, that you don’t need to worry about? One that may feel “barefoot,” or confident and secure, as described in the book The Barefoot Investor by Scott Pape. With unsteady markets, we need to find ways to mitigate or even eliminate losses. Listen to this week’s episode as Gerry explores the possibility of feeling carefree in your retirement plan, despite what may be happening in the world.

Monte Carlo reports are built on probabilities, not guarantees. When you retire, don’t you want to truly retire? In this weeks episode, listen as Gerry weighs the pros and cons of this classic retirement tool so you can decide whether a Monte Carlo model is right for your retirement plan

Do you know what the market will be doing when you retire? Nobody knows where markets will be, and you don’t need to know when you create guaranteed income in your retirement. In this episode, learn about the significant differences between average and actual rates of return, and how the order in which you experience gains and losses in your portfolio can make or break your retirement.

“Never, never, never quit” – Winston Churchill

Recent research shows that more Americans are considering retiring earlier than they originally planned.

Listen to this weeks episode to learn how rising costs of living, maintaining relevance, and the Covid-19 pandemic have lead to more and more Baby Boomers considering part time employment, especially after retirement.

How would your retirement change if you knew you were receiving $5,000 a week for the rest of your life? This episode explores the concept that retirement isn’t as much about a savings goal as it is about income. Most importantly, creating income streams you can’t outlive! It is possible to feel more financially confident and comfortable in retirement, and we can show you how.