Safe Money Radio Trailer

Safe Money Radio helps listeners better understand retirement income, annuities, and the questions many people face as they move from saving for retirement to using those savings for income.

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Description:

Safe Money Radio helps listeners better understand retirement income, annuities, and the questions many people face as they move from saving for retirement to using those savings for income.

Host Brett Blake is the CEO of Annuity.com. Before joining the retirement industry, Brett spent his career building and improving distribution systems, including helping scale a business from approximately fifty million dollars to nearly one billion dollars in annual sales volume. He came to the retirement industry because he saw an opportunity to help more Americans access plain-language education about retirement income products and the role annuities may play for some consumers.

The show is built around a simple observation: many Americans spend decades learning how to save for retirement, but fewer receive clear education about how to turn savings into income. For many retirees, accounts such as 401(k)s and IRAs are important parts of a retirement strategy, but they may not answer every question about income, longevity risk, market risk, taxes, beneficiary planning, or changing personal circumstances.

Each week, Brett sits down with carrier executives, experienced agents, and guests with retirement-related expertise to discuss annuities, retirement income strategies, Social Security considerations, sequence-of-returns risk, beneficiary design, and how to review retirement income options as needs and interest rates change.

New episodes are released weekly. The Safe Money Guide is available at no cost at safemoneyradio.com.

Retire with more confidence.

Safe Money Radio is for educational purposes only and does not constitute investment, tax, or legal advice. Annuities are not appropriate for everyone. Always consult a licensed professional for advice about your specific situation. Full disclosures are available at safemoneyradio.com.

Our Agents are licensed to sell insurance products, including annuity products that guarantee retirement income based on the financial strength of the insurance company providing the product. Product availability varies by state.  Annuities may not be suitable for everyone. | Guarantees are not government-backed or provided by Annuity.com, Inc. | Annuity.com, Inc. is a licensed insurance agency. National Producer Number (NPN): 21086345. Licensed in all states where required by law. Doing business in Florida and California as “Annuity.com Insurance Marketing” CA License No. 6013124. In New York, we are licensed under Annuity.com Insurance Solutions, License No. LA-1860109.

Related Podcast

Annuities 101: Turning Savings Into Lifetime Income | Paul Garofoli

You spent 40 years filling the bucket. Nobody taught you how to turn on the tap. Paul Garofoli is a licensed insurance professional with 44 years in the business. He is Regional Vice President of Individual Annuities at The Standard, sits on the board of the National Association for Fixed Annuities (NAFA), and earned his RICP® from The American College. A Summa cum Laude, Phi Beta Kappa graduate of the University of Massachusetts, Paul has spent his career doing one job well: explaining what annuities actually do, in language that lands. In this conversation with host Brett A. Blake on Safe Money Radio, Paul walks through the retirement-income conversation most people never get: Why an annuity is really longevity insurance, and why the Romans invented one for retired soldiers The plain-English difference between a MYGA (multi-year guarantee annuity) and a fixed index annuity, and when each one may fit Why a portfolio balance is a number, and income is what you actually live on The live-on / leave-on framework: how to sort every dollar you own by purpose before you sort it by product Polly's Plan: how a 44-year insurance veteran built his own retirement income floor Peak 65: why the largest wave of 65-year-olds in U.S. history is retiring without a pension behind them The two words most retirees never hear from anyone in the industry: it is OK to spend your money Want to take the next step? Run your own numbers with the free WIYN calculator at brettblake.annuity.com, which takes about three minutes. Ready to talk it through? Book a Retirement Clarity Session with Brett. Not a sales call. Not a slide deck. Your numbers, not ours. Full episode on Safe Money Radio.

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