Category: Retirement Planning

May 17, 2019 Category: Retirement Planning

10 Benefits of Permanent Life Insurance

Permanent life insurance is one of the only financial instruments that creates multiple user benefits with a single monetary action.

March 6, 2019 Category: Retirement Planning

PODCAST: Have You Heard of the 770 Account?

We have all heard of the 401(k) retirement account. Many others are familiar with the 529 college savings plan. But have you ever heard of the 770 account for creating tax-free income in retirement? Today, we discuss this little known provision in the IRS tax code with returning guest and long-time financial advisor, Mike Mitchell.

February 27, 2019 Category: Retirement Planning

Four Reasons Not To Miss The 2019 Follow The Money Investing Summit

The 2019 Follow the Money Summit promises to be the best one yet. Meet like-minded individuals and walk away with an action plan.

October 10, 2017 Category: Retirement Planning

READER QUESTION: What is a 770 Account and How Does It Work?

A reader asks: “What is a 770 Account and How Does It Work?” Here’s our answer…

February 13, 2016 Category: Retirement Planning

Special Interview: Wall Street’s Dirty Little Secret

Barry James Dyke joins us to discuss his latest book, Guaranteed Income: A Risk-Free Guide to Retirement. Plus, an expose of one of Wall Street’s dirtiest secrets they don’t want you to know.

November 19, 2015 Category: Retirement Planning

The Basics of Self Directed IRA Account Investing

Want to put commercial real estate, physical precious metals, tax liens, and other more exotic investments directly into your IRA? Learn how with this unique type of IRA.

June 11, 2015 Category: Retirement Planning

Term vs Cash Value Life Insurance: Which Should I Buy?

Learn the difference between these two types of life insurance policies and discover which one may be right for you.

October 21, 2014 Category: Retirement Planning

Money, Marriage, and Financial Security

On this episode, Jerry and Jennifer Robinson discuss how you can have financial peace in your marriage.

August 30, 2013 Category: Retirement Planning

Bank Offers Exposure to Foreign Currencies with FDIC-Insured CD

There are no account fees for the MarketSafe Evolving Economies CD.

August 16, 2013 Category: Retirement Planning

Are Bonds a Good Investment in Retirement?

With interest rates inevitably heading higher in the future, are bonds a good investment in retirement?

June 24, 2013 Category: Retirement Planning

Social Security Death Benefits for Spouse and Children

Some people think Social Security is just a retirement program, but in fact there are other benefits, including disability and death payouts.

June 15, 2013 Category: Retirement Planning

Social Security Benefits May Not Provide Enough Income in Retirement

MYTH #1: Social Security benefits will provide most of the income you need in retirement.

March 30, 2013 Category: Retirement Planning

What is the 2013 Max 401k Contribution Limit?

We give you the facts from the IRS, PLUS 6 benefits of participating in your 401k plan at work.

March 23, 2013 Category: Retirement Planning

Should I Buy Whole Life Insurance or an Annuity For My Grandchildren?

If your goal is to accumulate money for a grandchild (or a child), both options are good, but let’s look at the pros and cons of each strategy.

March 16, 2013 Category: Retirement Planning

How to Save for College AND Retirement With Small Children

Is it possible to achieve both of these goals in today’s economic environment?

March 9, 2013 Category: Retirement Planning

Qualified vs Non Qualified Retirement Plans: What’s the Difference?

When it comes to your financial plan, it is important to understand the difference between “Qualified” money and “Non Qualified” money.

May 12, 2012 Category: Retirement Planning

How To Create A Lifetime Income In Retirement

Are you tired of the volatility? On this week’s show, we discuss how to create a lifetime income stream in retirement with a fixed annuity.

April 28, 2012 Category: Retirement Planning

Why You Can’t Rely On Social Security For Retirement

On this week’s program Jerry Robinson and co-host Jennifer Robinson talk about why you can’t rely on Social Security for retirement and the new 2033 Crisis.