Personal Pension Radio

What's personal pension Radio About?

○ Optimizing Retirement income does not happen with a product.  Mutual funds, life insurance, real estate, or annuities?  None of these by themselves will help you optimize your retirement income. You must have an integrated approach.

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey.  I want to help you build & protect your wealth and lifestyle today and generationally.

  • Episode Hi-Lites:
    • Department of Labor Fiduciary Rules put on hold
    • Department of Labor to the rescue - study commissioned to figure out what people are thinking about retirement
    • What is a defined benefit pension plan?
    • Do Retirement Plans have tax advantages?
    • Should you roll over an old IRA to an annuity now?
    • Should you buy term insurance or whole life insurance?

DISCLOSURE: I'M NOT AN ATTORNEY or a CPA - DON'T ACT ON ADVICE THAT YOU HEAR FROM FINANCIAL ENTERTAINERS OR RADIO OR PODCAST. MEET WITH A QUALIFIED FINANCIAL ADVISOR

Direct download: PPR_61.mp3
Category:Personal Finance -- posted at: 7:31am PDT