Think Roth Conversions Have a 5-Year Rule After 59.5? That’s the Mistake!

We Missed an Important Roth IRA Conversion Rule — Here’s the Correction

THE Strategy No One Talks About to Lower RMD Taxes | More Than Roth Conversions

Medicare 2026: Why Your Plan Is Dropping or Doubling in Cost

How Much You Actually Need to Retire Comfortably ($20K–$30K/Month)

Can You REALLY Trust Annuities? (Feat. Annexus CEO Ron Shurts)

Numbers Don't Lie: You Lost $400k With This Annuity (MYGA vs. Hybrid Pension)

2 Proven HYBRID Legacy Strategies You’re Missing for RMDs (Smarter than Roth Conversions)

Social Security’s 23% Cut Is REAL | What Retirees Must Do Now!

New Tax Law, New Rules - 5 Things You Can Do to Adapt Now (Roth, IRA, RMD, Senior $6000 Deductions)

RMD Mistakes: 8 Secrets to Lower RMDs & Taxes in Retirement

Your 401(k) Isn’t Enough — Here’s What’s Missing in Retirement

“The Mental Trap” That Costs Retirees Thousands In Recessions (2025)

AVOID the 4% Rule! | The $1.8 Million Trap & What You REALLY Need

Annuities' FINE PRINT: 5 Secrets You NEED To Know

2026 Medicare Advantage vs Medigap | Your TRUE Cost

2025 Medicare: What To Do & Avoid for Medicare Open Enrollment

2026 Medicare Traps & Hidden Rules! (Medicare Advantage vs. Supplement)

Must Know BEFORE Meeting Us! (Our Distinct Annuity Process)

The Secret to 10%-20% Annuity Payouts | Staging & Laddering Strategies

#1 Strategy to BEAT INFLATION: Laddering OUT & IN Annuities Explained

5-Steps to Find the BEST Annuity or Hybrid Pension

5 Annuity Regrets You Must Avoid! (Betty’s Costly Mistake)

Do You REALLY Need an Annuity (Is There a BETTER Investment for Retirement?)

90% of Annuity Buyers Make This Mistake in Retirement | Age vs. Time Value of Money

What Is An Annuity & How Does It Work? (5 HIDDEN Types Explained)

🤯 Can Annuities CHANGE Their RATES?

The 3 Hidden Threats to Your Retirement | True Cost of Aging

SCAM or SMART? | Fixed Index Annuities MUST-KNOW Pros & Cons

Ultimate Guide to The BEST Annuity | 5 Income Riders Explained

Don’t Be Fooled By THIS Hiding In Your Annuity Contract! (KCIIS Golden Formula)

THIS Plan is NOT Worth It in 2024 | COST COMPARISON: Medicare Advantage vs Supplement (Medigap)

Medicare Disasters: Agents to Avoid & DIY Dangers

3 Hidden Medicare Rules You Must Know! (Medicare Advantage vs Supplement Medigap)

Ignoring THIS Medicare Packet Could Cost You BIG!

Why Our Moms Never Chose THIS Plan for 2026 | Medicare Advantage vs Medicare Supplement

“What If My Annuity Goes Bankrupt?”

2024 Medicare Part D Made Easy

5 HUGE CHANGES You Need to Know | 2024 Medicare Part D

"I HATE MEDICARE'S PART D!" (New 2024 Part D Video in Description) #shorts

“NEVER Collect Social Security While Working?!” (Why Not?)

3 TRUE Passive Incomes to Guaranteed Income FOR LIFE!

Dave Ramsey Is Wrong! (What Is a Fixed Index Annuity?)

STEER CLEAR of These 5 Annuity Scams! | Watch Before Buying Hybrid Pensions

The Truth Behind Biden Cutting Medicare Advantage Plans

Medicare MISTAKES to AVOID | Working Past 65

DON'T ENROLL in Medicare or Social Security YET | Turning 65 or Working Past 65

Delaying Social Security Damages Your Retirement & Medicare

Do THIS if You Want To Retire EARLY!

🙏 Special Thanks PLUS Meet Our TEAM! (w/Bloopers! 🙄😣😆)

📢 2023: 7 Social Security CHANGES Affecting YOU & MEDICARE! 🤯

🤔 Best Dental for Seniors on Medicare -Worth Buying or Pay Cash?

You CAN Switch TWICE a YEAR! (Medicare Advantage Open Enrollments)

Beginner’s Guide to Medigap Plans (Don’t Let Agents Confuse You!)

Which Medigap Supplement Plan is BEST For YOU?

Long-Term Care is Not Worth It...Except These 3 Hybrids

💲Use a “HYBRID PENSION” to Recession Proof Your Income! #shorts

🔥 Biden Passes $1.7 Trillion SPENDING BILL affects Retirement & Medicare!

Your ULTIMATE GUIDE to Find the BEST Medicare Advantage Plan!

Why 3 Medicare Open Enrollments?! (Know How it Impacts YOU!)