By Michael Clementi April 19, 2021 Episode #190: How to Create Your Own Pension Using an Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Michael shows you how you can incorporate an annuity into your financial plan as a wealth preservation vehicle to create guaranteed retirement income that will last your lifetime. Read this post
By Sean Brady March 15, 2021 Episode #185: A Complete Guide to Fixed Index Annuity Cap and Spread Renewals Annuities, Money Script Monday In this episode of Money Script Monday, Sean highlights the tax-deferred growth potential behind a fixed index annuity and discusses the 3 main factors insurance companies use to determine a policy’s cap, spread, and renewal rates. Read this post
By Adam Reyna February 22, 2021 Episode #182: How to Maximize Your Income Using an Index Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Adam shares how to get the most out of an annuity to create long-term income stability in retirement and goes into detail regarding an annuity’s accumulation versus income account value. Read this post
By Kyle Tomko February 8, 2021 Episode #180: How to Generate Guaranteed Tax-Free Income Annuities, Money Script Monday In this episode of Money Script Monday, Kyle explains the power behind the split annuity and Roth conversion strategy and how you can incorporate it into your retirement plan to significantly reduce future taxes. Read this post
By Michael Clementi January 25, 2021 Episode #178: 5 Ways to Earn Money in a Volatile Market Annuities, Money Script Monday In this episode of Money Script Monday, Michael reviews how market volatility may impact your retirement income strategy and provides 5 simple tips for diversifying your portfolio. Read this post
By Michael Clementi November 2, 2020 Episode #168: How to Turn Your Qualified Accounts into an Income Stream Annuities, Money Script Monday In this week’s episode of Money Script Monday, Michael demystifies annuities and shines a light on the benefits they can provide on your road to retirement. Read this post
By Brian Manderscheid October 5, 2020 Episode #164: How to Protect Your Retirement Accounts Before the Upcoming Election Annuities, Money Script Monday In this episode of Money Script Monday, Brian explains how annuities can be an effective tool for individuals seeking to mitigate stock market risk. Read this post
By Adam Reyna August 10, 2020 Episode #157: How to Protect Your Retirement Using Fixed Financial Instruments Annuities, Money Script Monday In this episode of Money Script Monday, Adam explains how to live comfortably in retirement by adding sources of protected income to your financial planning strategy. Read this post
By Michael Clementi July 13, 2020 Episode #153: The 5-Step Protected Income Process Annuities, Money Script Monday In this episode of Money Script Monday, Michael presents a step-by-step guide to building a successful retirement and the 5 critical areas to focus on to protect it. Read this post
By Sean Brady June 29, 2020 Episode #151: 7 Questions to Ask Before You Pick an Index Allocation Annuities, Money Script Monday In this episode of Money Script Monday, Sean focuses on flexibility, complexity, and transparency to help determine if a fixed index annuity is appropriate for you. Read this post