Podcasts

INCOME INVESTOR PODCAST EP. 19 – Control Your Retirement Destiny
Join Stan The Annuity Man and Jimmy Dot Direct with guest Dana Anspach as they talk about the 2nd Edition of Dana's book "Control Your Retirement Destiny".
Income Investor Podcast Ep. 18 – Dennis Miller: Annuity Guide – Day of Re-Reckoning
Join Stan The Annuity Man and Jimmy Dot Direct with guest Dennis Miller to discuss his Annuity Guide and talk about the "day of reckoning" people have when they realize they need to get serious about retirement and "day of re-reckoning" to make corrections to adapt to the current environment.
Income Investor Podcast Ep. 17 – Tom Hegna: Don’t Worry, Retire Happy! Seven Steps to Retirement Security
Join Stan The Annuity Man and Jimmy Dot Direct with economist, author, and retirement expert Tom Hegna covering some of the topics of his latest book Don't Worry, Retire Happy! Seven Steps to Retirement Security.
Income Investor Podcast Ep. 16 – Jack Lenenberg: The Truth About Long Term Care
Podcast Guest: Jack Lenenberg • Did the implementation of Obamacare affect the LTC market? • LTC using life insurance - overview • LTC using annuities – overview • LTC pricing and product structuring • Mistakes and misconceptions people have about LTC
Income Investor Podcast Ep. 15 – Van Wie Financial: Strategies for Income
Podcast Guest: Steve & Adam Van Wie The difference between fee based and fee only planners Your strategies for income (non-annuity) Common misconceptions concerning financial planning The future of the financial advice business (5 years/10 years from now)
Income Investor Podcast Ep. 14 – Kim O’Brien: Americans for Annuity Protection
Americans for Annuity Protection (AAP) advocates for consumers’ rights to an effectively regulated annuity marketplace fostering financial independence through guaranteed income. What is the DOL ruling? Why did it happen? What will be the good and bad coming out of DOL? How will FIAs be affected?
Income Investor Podcast Ep. 13 – Jon Legan: Annuity Rate Watch
Jon Legan has been working to decipher, track, and database fixed annuities for more than 12 years. He considers himself part salesman, part actuary, and part industry advocate – spending many hours each week working with everyone from consumers and agents to marketing officers.
Income Investor Podcast Ep. 12 – John Olsen: The Advisor’s Guide to Annuities
Join Stan The Annuity Man and Jimmy Dot Direct with podcast guest John Olsen. John is a CLU, ChFC, AEP an insurance agent, estate planner, author, and educator, practicing in St. Louis County, Missouri. He holds the Chartered Life Underwriter (1983) and the Chartered Financial Consultant (1985) designations from the American College.
Income Investor Podcast Ep. 11 – Bob Carlson: The New Rules of Retirement
Podcast Guest: Bob Carlson Website: //retirementwatch.com/ • Introduction • Bob’s Bio • Your new book: The New Rules of Retirement •[...]
Income Investor Podcast Ep. 10 – Terry Savage: The Savage Truth
Podcast discussion: Introduction Terry Savage overview/experience Today’s investor vs. the past The role of annuity contractual guarantees How the financial[...]
Income Investor Podcast Ep. 9 – Charles Rotblut: Contractual Guarantees in a Portfolio
Podcast Hosts: Jimmy Dot Direct & Stan The Annuity Man Podcast Guest: Charles Rotblut Podcast discussion: Who is AAII Membership Benefits[...]
Income Investor Podcast: Annuities 101 with Sheryl Moore
Podcast Hosts: Jimmy Dot Direct & Stan The Annuity Man Podcast Guest: Sheryl J. Moore, founder, creator, and President & CEO[...]
Income Investor Podcast: The Quest for the Extra 1/2 Percent with Paul Merriman
Podcast Hosts: Jimmy Dot Direct & Stan The Annuity Man Podcast Guest: Paul Merriman, Retired Financial Advisor Website: //paulmerriman.com Paul Merriman[...]
Income Investor Podcast: Industry Guest Expert on “Being Smarter Than an Agent”
Join Jimmy Dot Direct & Stan The Annuity Man for our podcast with an industry expert on being "Smarter Than[...]
Income Investor Podcast: DOL Attack on Fixed Annuities
Podcast Hosts: Jimmy Dot Direct & Stan The Annuity Man The liability of the "Best Interest Contract" laid out in the[...]
Income Investor Podcast: Money Over 55 with Dana Anspach
Podcast Hosts: Jimmy Dot Direct & Stan The Annuity Man Podcast Guest: Dana Anspach, founder of Sensible Money, LLC Website: //www.sensiblemoney.com Dana is[...]
Income Investor Podcast: Quoting Annuities with Cannex
Podcast Hosts: Jimmy Dot Direct & Stan The Annuity Man Podcast Guest: Gary Baker of Cannex Financial Exchanges Website: //www.cannex.com/ Gary Baker[...]
Income Investor Podcast – The Current State and Future of the Annuity Industry
Podcast Hosts: Jimmy Dot Direct & Stan The Annuity Man Podcast Guest: Tom Hegna Website: //tomhegna.com/ Tom Hegna is an economist, author,[...]
Income Investor Podcast – How Annuities Can Work for Today’s Retiree
Stan The Annuity Man & Jimmy Dot Direct host guest Dennis Miller to discuss how the role of annuities are changing for retirees. They bring out how important it is to understand that low interest rates are penalizing the retiree and savers both currently and over the last 5 years.