Uh, no they don’t. This is kind of like saying “Your Doctor is going to drill a hole in your head to let the sickness come out with the blood as it runs out”. Uh, no they won’t….at least not anymore. This may have been true 30-40 years ago but it certainly isn’t true of […]


Let me just be a jerk for a minute (as if that’s unusual 🙂 ) Please send me the list of Annuity companies that have gone out of business in the last 100 years and not paid their policy-holders every cent that is due to them. Keep looking, I’m patient, I can’t wait. (Jeopardy Music […]


Oh those Joker Brokers, they’ll just say anything to steer you away from safety won’t they? Deep breath Charlie, go to your happy place, relaaaaaaaaax….. Ok I think I’m ok to write now. WHAT ARE THEY TALKING ABOUT? Joker Brokers make more money than any of us in the industry because they put YOU in […]


This is true.. “Choosing a bad Annuity, with a crediting strategy that limits your upside potential, will cause you to earn a low rate of return” Easy Fix: Don’t work with a bad agent who sells you a bad Annuity. To understand where this myth comes from you need to know a bit about something […]


Last we we started talking about Myth #1: Annuities Have High Fees, this week we’re going into Myth #2: Annuities will tie up your Money and Limit your Access. If I had a dime for every time a prospective client said to me “I don’t want to tie up my money” or “won’t that tie up […]


Last we we started the 7 week series on common myths about Annuities with the introduction. This week we dive into Myth #1: Annuities Have High Fees. This one is just funny. With a quick Google search you can find a number of supposedly reputable people quoting that Annuities have really high fees. I’m not […]


As I begin this educational series on annuity myths, and why Americans hate them so much, Let me start with a bit of history I’ve now been an Insurance Agent for over 12 years focusing on using insurance company products (Cash Value Life Insurance and Annuity Contracts) to solve problems that retirees and future retirees […]


RR Episode 086: Ignorance or Morality, does it really matter? The Renovating Retirement podcast has now been live for almost nine months. Every week I review financial plans from people all over this great country. I’m speaking live in four cities, working with advisors in six cities and building financial plan for people all over […]


RR Episode 085: Keeping Your Money – Keeping it Working Keeping your money – keeping it working is the fourth episode of an 8-part series based on a book I am writing. Keep it in focus (What are we doing and why are we doing it?) Keep it global (merit) Keep it real (average vs. actual) Keep […]

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