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April10

#214 Are You Retirement Ready?

As we head into National Retirement Planning Week, guest James Nichols joins us to reveal the results of the Voya Financial “Retire Ready Index“. The results emphasize that retirement savers need combine knowledge, planning and action to help reach their goals. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show
  • Posted by Jill Schlesinger
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April03

#213 Annuity Haters

Guest Gary Schatsky, a fee-only financial advisor, Chair Emeritus of NAPFA and Annuity Hater, joins the show to discuss why annuities are rarely advisable (Gary says just 5 percent of the time!) He also weighs in on the concept of fiduciary and explains why he believes that working with a fee-only advisor vastly reduces the potential
  • Posted by Jill Schlesinger
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