By Michael Clementi October 3, 2022 Episode #257: How to Better Understand Annuities Using an Income Report Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains how using tools like an income report can break down concept financial concepts like annuities into easy-to-digest lessons. Read this post
By Kyle Tomko September 12, 2022 Episode #254: Is the Bucket Withdrawal Strategy Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dives into what the bucket withdrawal retirement strategy is and how it may help protect your retirement plan from market turmoil. Read this post
By Brian Manderscheid August 15, 2022 Episode #251: Is the 60/40 Portfolio Dead?... Introducing the New 60/20/20 Annuities, Money Script Monday In this episode of Money Script Monday, Brian illustrates a new portfolio design to further diversify retirement plans and mitigate risks like market volatility and running out of money. Read this post
By Sal Mendoza June 13, 2022 Episode #243: Return of the Split Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Sal unpacks how two products that have been on the sidelines for years can now be utilized in tandem by ultra-conservative clients. Read this post
By Michael Clementi April 18, 2022 Episode #236: Will Your Retirement Income Take a H.I.T.? Annuities, Money Script Monday In this episode of Money Script Monday, Michael brings light to retirees running out of money too early and offers effective solutions. Read this post
By Adam Reyna February 21, 2022 Episode #228: Reduce Risk and Earn a 35% Bonus on Your Retirement Nest Egg Annuities, Money Script Monday In this episode of Money Script Monday, Adam explores the benefits of adding annuities to your retirement portfolio, including an exciting bonus opportunity. Read this post
By Kyle Tomko February 17, 2022 Has The 40-Year Bond Bull Run Come To An End? Annuities In Kyle's latest article featured in Broker World Magazine, he breaks down the current trends in the bond market and what advisors should keep in mind when creating illustrations for their clients. Read this post
By Sean Brady February 7, 2022 Episode #226: How to Protect Your Assets from Another Drop in The Market Annuities, Money Script Monday In this episode of Money Script Monday, Sean unpacks the consequences of investing in a bear market, especially when one begins to withdraw assets for income in retirement. Read this post
By Sean Brady November 15, 2021 Episode #217: What You Need to Know About These 2 Social Security Reductions Annuities, Money Script Monday In this episode of Money Script Monday, Sean analyzes two crucial Social Security regulations that could reduce the amount of spousal, widow/widower, or personal benefits paid to you in retirement. Read this post
By Michael Clementi November 8, 2021 Episode #216: The Three Legged-Stool: Achieving Financial Peace of Mind Annuities, Money Script Monday In this episode of Money Script Monday, Michael dives into a three-sided approach to reaching financial well-being in retirement. Read this post