# annuities (podcasts) — RSS Amplifier Recent posts from the 9 feeds in the RSS Amplifier directory that cover annuities. Page: Feed: --- ## [The 10-Year Tax Trap Most Retirees Never See Coming](https://omny.fm/shows/beyond-the-money-1/the-10-year-tax-trap-most-retirees-never-see-coming) _2026-08-18 · Beyond the Money_ Could a simple birthday milestone cost you more in taxes than you realize? In this episode, Jackie Campbell discusses why the next 10 years may be one of the most important planning windows for retirement, taxes, inherited IRAs, and Medicare costs. Jackie explains how age-based milestones, tax changes, and lack of coordination between financial decisions can create unexpected challenges, and why… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/0018518c-4690-4140-9562-b4a90129677a/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Can Your Retirement Plan Survive the Next Market Shock?](https://omny.fm/shows/ready-set-retire/can-your-retirement-plan-survive-the-next-market-shock) _2026-08-18 · Ready, Set, Retire!_ What happens when chasing the latest market trend puts your retirement plan at risk? Steve Anzuoni explains why diversification, sustainable income, and long-term planning matter more than following investment hype. He discusses the importance of cash flow in retirement, Roth conversion strategies, the growing focus on income solutions, and common mistakes people make when preparing for longer… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/7b422b68-e2ee-48ce-9ed9-b4a900f0fa25/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Is Your Retirement Ready for the Next Market Thunderstorm?](https://omny.fm/shows/unleash-your-wealth/is-your-retirement-ready-for-the-next-market-thunderstorm) _2026-08-18 · Unleash Your Wealth_ What happens when a strong market masks growing risks beneath the surface? On this episode, Raj Shah and Rick Borek discuss the gap between stock market gains and economic uncertainty, why many pre-retirees are reconsidering portfolio risk, and the challenges inflation creates for long-term retirement income. They explore how market volatility, sequence-of-returns risk, and changing economic… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/265483eb-4663-4f48-bcd8-b4a900ee30ab/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [Why Your Retirement Income Needs More Than a Formula](https://omny.fm/shows/success-in-the-new-retirement-1/why-your-retirement-income-needs-more-than-a-formula) _2026-08-18 · Success in the New Retirement_ Could one-size-fits-all retirement formulas leave your income plan coming up short? Matt Deaton examines the 4% rule, longer life expectancies, and the challenge of turning savings into consistent retirement income. He also explores the "rule of thirds," including guaranteed income, fixed-income investments, and equities, while explaining why the right allocation may look different for every… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/4c9892ad-844c-4bc3-b8ad-b4a20146b349/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Episode 467: Real, Recession-Proof Freedom: Fusing Utilitarian Short-Term Rentals with Bank On Yourself®, with Kirby Atwell](https://nyafinancialpodcast.com/episode-467-real-recession-proof-freedom-fusing-utilitarian-short-term-rentals-with-bank-on-yourself-with-kirby-atwell/) _2026-08-14 · Not Your Average Financial Podcast™_ In this episode, we ask: What is the 1% net rule? Would you like to listen to Episode 316? Why does layering on Bank on Yourself® strategies to real estate make a whole lot of sense? What is Kirby’s story? What is over looked in the short term rental space? What is counterintuitive? Where can... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_467.mp3) ## [Interview w/ the Founder of Market Guard, Brad Jenkins](https://omny.fm/shows/beyond-the-money-1/interview-w-the-creator-of-market-guard-brad-jenkins) _2026-08-13 · Beyond the Money_ What if the key to investing isn't chasing returns, but managing risk with the right plan? Jackie Campbell sits down with Brad Jenkins, founder of Market Guard, to discuss the philosophy behind his investment methodology, the role of emotion in investing, and why retirement requires a different playbook than accumulation years. They explore customization, tax efficiency, risk management, and the… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/8251e1db-1ffe-4c9e-9893-b4a50154f85e/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Your 401(k) Is Growing. But Is It Ready for Retirement?](https://omny.fm/shows/unleash-your-wealth/your-401-k-is-growing-but-is-it-ready-for-retirement) _2026-08-11 · Unleash Your Wealth_ What happens when a lifetime of saving becomes a retirement paycheck? On this episode, Raj Shah and Rick Borek discuss the key decisions retirees face, from managing 401(k) rollovers and required minimum distributions (RMDs) to evaluating Roth conversions and addressing market volatility. They explain why retirement changes the way investors should think about risk, taxes, and income planning, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/babc4a27-6afa-47e7-8ca1-b4a3004f9fd0/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [Will Your Family Know What to Do When You’re Gone?](https://omny.fm/shows/beyond-the-money-1/will-your-family-know-what-to-do-when-you-re-gone) _2026-08-11 · Beyond the Money_ Your legacy can become a burden if the right documents and instructions are missing. Jackie Campbell explains why estate planning applies to every adult, not only the wealthy, and introduces the "My When File" as a central place for important personal and financial information. She also discusses wills, trusts, powers of attorney, healthcare directives, beneficiaries, asset titling, retirement… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/085e147b-7332-44ec-abba-b4a201428016/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Boomers, Markets, and the Income Question That Matters Most](https://omny.fm/shows/ready-set-retire/boomers-markets-and-the-income-question-that-matters-most) _2026-08-11 · Ready, Set, Retire!_ Will the retirement wave of baby boomers reshape the markets, or is the bigger challenge creating income that lasts? Steve Anzuoni discusses why retirement planning may be about more than market performance, including longevity, withdrawal strategies, inflation, risk management, and the importance of balancing growth with dependable income. They explore concerns surrounding the 4% rule, planning… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/7bacc001-a409-4ab5-9443-b4a300470fa8/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Buying the Dip or Catching a Falling Market?](https://omny.fm/shows/success-in-the-new-retirement-1/buying-the-dip-or-catching-a-falling-market) _2026-08-11 · Success in the New Retirement_ Buying the dip can look smart until the market keeps falling. Matt Deaton discusses emotional investing, market trends, inflation, interest rates, and the uncertainty surrounding midterm election cycles. He explains why disciplined portfolio management involves more than chasing headlines or popular investments and examines how changing economic conditions may affect retirees. The conversation… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/4d2d821f-7844-4b75-ae51-b4a20146a6ab/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Retro Grid Dungeon Crawler (Sponsored)](https://crawlproof.com/a/Wlw1uymUmVTU) _2026-08-11 · **Sponsored**_ Retro grid movement with first-person combat, loot and skill-tree progression. ## [Legacy Planning For Today](https://omny.fm/shows/cruising-through-retirement-with-kevin-brucher/legacy-planning-for-today) _2026-08-07 · Cruising Through Retirement with Kevin Brucher_ In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/ea912806-612b-43dc-ad31-ae04010af583/e9d2f20e-c7c4-4198-a65a-b49f00e49f19/audio.mp3?utm_source=Podcast&in_playlist=9c400fe3-dfae-480b-b453-ae04010af596) ## [Episode 466: The Real Wins and Losses of Bank on Yourself® Over 13 Years with Phil Smith](https://nyafinancialpodcast.com/episode-466-the-real-wins-and-losses-of-bank-on-yourself-over-13-years-with-phil-smith/) _2026-08-07 · Not Your Average Financial Podcast™_ In this episode, we ask: Have you heard Episode 462? Who is Phil Smith? What is a super awesome privilege? Why was Mark cautious? What helped Phil? How did Phil find the right balance with his Bank On Yourself® type whole life insurance policies? What is so cool about having friends as clients? What were... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_466.mp3) ## [Is Your Retirement Plan Still on Track?](https://omny.fm/shows/beyond-the-money-1/is-your-retirement-plan-still-on-track) _2026-08-04 · Beyond the Money_ The second half of the year may be the perfect time to revisit your financial goals. Jackie Campbell discusses mid-year retirement planning, portfolio reviews, asset allocation, cash flow, budgeting, and preparing for life's unexpected twists. From inheritance decisions to investment rebalancing and organizing important documents, Jackie explores practical ways to stay aligned with changing… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/79d21131-8619-43ff-b206-b49b01557764/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Can AI Really Plan Your Retirement?](https://omny.fm/shows/ready-set-retire/can-ai-really-plan-your-retirement) _2026-08-04 · Ready, Set, Retire!_ Can artificial intelligence really help you plan for retirement, or is it missing the most important part of the conversation? Steve Anzoni explores a recent study showing how AI-generated financial guidance can vary widely and explains why retirement planning requires more than algorithms and generic answers. He discusses the value of personalized advice, Social Security decisions, Medicare… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/a047e9c9-d6bc-4d9a-b531-b49b00f6c340/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Build the Ark Before the Market Storm Hits](https://omny.fm/shows/unleash-your-wealth/build-the-ark-before-the-market-storm-hits) _2026-08-04 · Unleash Your Wealth_ What happens to your retirement plan when the market's sunshine suddenly turns into a storm? Raj Shah and Rick Borek discuss why protecting gains during strong markets may be just as important as pursuing growth. They explore strategies designed to help manage downside risk, the importance of preparing for market volatility before it arrives, and how comprehensive retirement planning goes beyond… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/0d8d4279-d4e2-478e-839f-b49b00f46215/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [The Retirement Mistake That Keeps People Up at Night](https://omny.fm/shows/success-in-the-new-retirement-1/the-retirement-mistake-that-keeps-people-up-at-night) _2026-08-04 · Success in the New Retirement_ Could you already be ready to retire and not know it? Damon Roberts and Matt Deaton explain why a financial plan can reduce uncertainty and help people understand where they truly stand. They discuss income planning, Social Security, pensions, retirement timing, and creating a paycheck-like income stream after work ends. The conversation highlights how having a strategy can help replace guesswork… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/2f58a1a9-f114-4ceb-a054-b49b01563acd/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Play By Today’s Tax Rules](https://omny.fm/shows/cruising-through-retirement-with-kevin-brucher/play-by-today-s-tax-rules) _2026-07-31 · Cruising Through Retirement with Kevin Brucher_ Kevin shares insights on retirement planning, tax strategies, and protecting yourself from scams in the digital age. He also covers Roth contributions and the care with which one must use in implementing a Roth conversion. Learn practical tips to maximize your financial security and navigate today's complex financial landscape. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/ea912806-612b-43dc-ad31-ae04010af583/a4e6cc93-6a6a-43a4-ab46-b49801116348/audio.mp3?utm_source=Podcast&in_playlist=9c400fe3-dfae-480b-b453-ae04010af596) ## [Episode 465: Client Spotlight: Bank On Yourself® for Creatives: Building a Music Empire with Janet Kuester](https://nyafinancialpodcast.com/episode-465-client-spotlight-bank-on-yourself-for-creatives-building-a-music-empire-with-janet-kuester/) _2026-07-31 · Not Your Average Financial Podcast™_ In this episode, we ask: How can you make your side hustle the main event, without money stress? Who is Janet Kuester and how did she grow the Music Connection to hundreds of students? What did Janet do with her Bank On Yourself® type whole life insurance policy? What is a music activist? What did... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_465.mp3) ## [The Two Choices Every Retiree Faces About Risk](https://omny.fm/shows/beyond-the-money-1/the-two-choices-every-retiree-faces-about-risk) _2026-07-28 · Beyond the Money_ What if the biggest retirement risk isn't the market-but how you think about it? Jackie Campbell explores the difference between investing and retiring, why concentration in popular tech stocks can create hidden risks, and how confidence, income, taxes, and legacy planning all fit into a successful retirement strategy. For more information or to schedule a consultation call 352-251-1015 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/57d835b5-9603-44fc-8916-b4940153e7db/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [The Retirement Tool More Advisors Are Finally Talking About](https://omny.fm/shows/ready-set-retire/the-retirement-tool-more-advisors-are-finally-talking-about) _2026-07-28 · Ready, Set, Retire!_ What if the most overlooked retirement tool is making a comeback just when uncertainty has retirees on edge? Steve Anzuoni explains why more advisors are turning to annuities as part of retirement income planning and discusses the importance of steady cash flow, avoiding emotional investment decisions, and creating a written retirement strategy. He also explores why many retirees regret waiting… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/1b0fbd00-3ec8-4e66-862b-b49200195623/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Sync bookmarks across every browser (Sponsored)](https://crawlproof.com/a/QhNnvEM6g3eq) _2026-07-28 · **Sponsored**_ Two-way sync across Chrome, Firefox and Safari; built-in ad and tracker blocker. ## [The $1 Million Retirement Myth: What Really Matters?](https://omny.fm/shows/unleash-your-wealth/the-1-million-retirement-myth-what-really-matters) _2026-07-28 · Unleash Your Wealth_ Do you really need $1 million to retire, or is that just a retirement myth? Raj Shah and Rick Borek discuss why retirement success may depend more on income planning than hitting a specific savings target. They explore how guaranteed income strategies, Social Security, 401(k)s, fixed income options, and portfolio structure can work together to create financial confidence. The conversation also… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/657a6c1c-4fcc-429a-9c75-b4920017137c/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [DIY Retirement? Don’t Miss the Hidden Gaps](https://omny.fm/shows/success-in-the-new-retirement-1/diy-retirement-don-t-miss-the-hidden-gaps) _2026-07-28 · Success in the New Retirement_ What happens when DIY retirement planning misses the details that matter most? Damon Roberts & Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan around real lifestyle needs instead of a one-size-fits-all "magic number." The conversation also explores fiduciary guidance, tax diversification, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/341f008e-fe6c-4335-8ebe-b48d0154984f/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Episode 464: IUL Scams and Pitfalls Exposed – Backtested Illusions vs. Real Guaranteed Growth](https://nyafinancialpodcast.com/episode-464-iul-scams-and-pitfalls-exposed-backtested-illusions-vs-real-guaranteed-growth/) _2026-07-24 · Not Your Average Financial Podcast™_ In this episode, we ask: What has been marketed as a shiny solution? Why is the agent pushing this hard? What’s the rub? What conclusion has Mark come to after seeing clients who have been burned by this? What are the numbers? Do you want efficiency? Do you want control? Do you want safety? What... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_464.mp3) ## [Why Investing Alone Is Not a Retirement Plan](https://omny.fm/shows/beyond-the-money-1/why-investing-alone-is-not-a-retirement-plan) _2026-07-21 · Beyond the Money_ A new savings opportunity for children raises an old financial question: what's the plan? Jackie Campbell discusses Trump accounts, early investing habits, 529 comparisons, and the responsibility that comes when young adults gain control of money. She also explores why many Americans lack a written retirement plan, how Campbell and Company's 360-degree roadmap looks at taxes, income, legacy,… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/be852c5c-1e53-40d3-bdce-b48d014fcfa4/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [You Don't Need $1 Million to Retire? Here's Why](https://omny.fm/shows/ready-set-retire/you-dont-need-1-million-to-retire-heres-why) _2026-07-21 · Ready, Set, Retire!_ Do you really need a million dollars to retire, or is that number distracting you from what matters most? Steve Anzuoni challenges the common retirement benchmark and explains why retirement success is often driven by reliable income rather than account balances. He discusses the 4% withdrawal rule, guaranteed lifetime income annuities, lessons from market downturns, and concerns about Social… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/276f2ec2-b674-47c6-9493-b48d00f38251/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Market Highs, Social Security Risks, and the Retirement Planning Puzzle](https://omny.fm/shows/unleash-your-wealth/market-highs-social-security-risks-and-the-retirement-planning-puzzle) _2026-07-21 · Unleash Your Wealth_ Could today's market highs and Social Security uncertainty be warning signs retirees can't afford to ignore? Raj Shah and Rick Borek discuss why diversification matters as investors navigate market volatility, concentrated stock positions, and retirement income planning. They explore the risks of relying too heavily on a handful of stocks, the role of fixed income strategies in retirement, and how… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/e47268d5-5e7f-4266-951b-b48d00f69b20/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [Market Highs, Retirement Risk, and the Plan You Need](https://omny.fm/shows/success-in-the-new-retirement-1/market-highs-retirement-risk-and-the-plan-you-need) _2026-07-21 · Success in the New Retirement_ A strong market can make retirement feel easier-until the next downturn tests the plan. Damon Roberts & Matt Deaton talk through buying the dip, rebalancing risk, and why retirees may need a strategy built for their stage of life rather than market headlines. They also discuss the stress of not having a written retirement plan, the value conversation around professional guidance, and how clarity… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/7b1d1e44-11f2-4017-bb5d-b48d01547df0/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Episode 463: True Crime! Nascar Legend Kyle Busch’s IUL Lawsuit and Death Exposed](https://nyafinancialpodcast.com/episode-463-true-crime-nascar-legend-kyle-buschs-iul-lawsuit-and-death-exposed/) _2026-07-17 · Not Your Average Financial Podcast™_ In this episode, we ask: Why do indexed universal life (IUL) policies so often fail? How about a high profile example? What about a straight-forward, guaranteed approach? Why are IUL policies structured to shift massive risk onto you, the policy holder? What is the real culprit here? What gets more expensive as you age? What... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_463.mp3) ## [The Retirement Blind Spot Most People Miss](https://omny.fm/shows/beyond-the-money-1/the-retirement-blind-spot-most-people-miss) _2026-07-14 · Beyond the Money_ Could the biggest blind spot in your retirement plan be the one you can't see yourself? Jackie Campbell explores financial lessons from Carrie Underwood, Brad Paisley, and Keith Urban while discussing DIY investing, spending confidence, family legacy, and why retirement should be about more than just accumulating money. For more information or to schedule a consultation call 352-251-1015 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/7f5f2ade-17ad-4f01-91a7-b48700424485/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [The Tax Strategy Retirees Often Miss](https://omny.fm/shows/success-in-the-new-retirement-1/the-tax-strategy-retirees-often-miss) _2026-07-14 · Success in the New Retirement_ Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, and annuity strategies can help create more flexibility in retirement. The conversation focuses on keeping more of your money while building dependable retirement income. For more information or to schedule a consultation,… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/d9655045-a63c-40a5-bc34-b47f00f960e0/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Open-source Screen Sharing with Control (Sponsored)](https://crawlproof.com/a/HTGm3CTWevlC) _2026-07-14 · **Sponsored**_ WebRTC screen sharing with simultaneous mouse & keyboard control; viewers join in browser. ## [Episode 462: Ninja Belts Bonus! Kung Fu Mastery and Your Money with Phil Smith](https://nyafinancialpodcast.com/episode-462-ninja-belts-bonus-kung-fu-mastery-and-your-money-with-phil-smith/) _2026-07-10 · Not Your Average Financial Podcast™_ In this episode, we ask: Have you met a Kung Fu Master? Who is Phil Smith? Who is the big bad banker? What were some of the first lessons on the mat? What are the building blocks? What about the stances? What about versatility? What does it take to be “kung fu” at something? What... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_462.mp3) ## [Do You Really Know What’s in Your Retirement Plan?](https://omny.fm/shows/ready-set-retire/do-you-really-know-what-s-in-your-retirement-plan) _2026-07-07 · Ready, Set, Retire!_ What if the biggest retirement mistake isn't choosing the wrong annuity-but not understanding what you already own? Steve Anzuoni breaks down why annuities create so much confusion, how retirees can avoid costly planning mistakes, and why guaranteed income plays a critical role in long-term retirement confidence. He shares a real-world example of aligning income and long-term care concerns,… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/4d243126-9d3a-4e7a-b5b4-b48000f04ab2/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Is Financial Freedom About Money—or Something Bigger?](https://omny.fm/shows/beyond-the-money-1/is-financial-freedom-about-money-or-something-bigger) _2026-07-07 · Beyond the Money_ What does financial freedom really look like when retirement is finally within reach? Jackie Campbell explores the difference between building wealth and building the freedom to spend time, money, and energy on what matters most. She discusses retirement income, tax planning, investment risk, legacy preparation, and the habits that help create true financial independence. For more information or… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/dc66be9a-bf0d-4eb1-b9cf-b47f00f7139c/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [The Retirement Advice That Worked Then—But Might Not Work Now](https://omny.fm/shows/unleash-your-wealth/the-retirement-advice-that-worked-then-but-might-not-work-now) _2026-07-07 · Unleash Your Wealth_ What if the retirement strategies that worked 30 years ago could leave today's retirees unprepared? Steve Hoyl discusses how retirement planning has evolved, the impact of inflation on pensions and Social Security, and why experience matters when seeking financial guidance. They explore common retirement challenges, including taxes, RMDs, Roth conversions, and helping future generations build… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/49faebc2-12d6-431c-a985-b480005b289c/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [The Risk Behind Chasing Big Retirement Returns](https://omny.fm/shows/success-in-the-new-retirement-1/the-risk-behind-chasing-big-retirement-returns) _2026-07-07 · Success in the New Retirement_ Can an 8% withdrawal rate really last through retirement? Damon Roberts & Matt Deaton examine Dave Ramsey's views on retirement withdrawals, market volatility, IPO investing, SpaceX, FOMO, and retirement income planning. The discussion highlights the importance of balancing growth, risk, and retirement sustainability. For more information or to schedule a consultation, call 480-680-6868 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/a1efd4d5-b5f5-4a54-aa76-b47f00f95047/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [FOMO: Be In the Game But With a Safe Approach](https://omny.fm/shows/cruising-through-retirement-with-kevin-brucher/fomo-be-in-the-game-but-with-a-safe-approach) _2026-07-03 · Cruising Through Retirement with Kevin Brucher_ Kevin addresses the FOMO that comes with the hype, the likes of which we just experienced with Space X. The major topic of this podcast is how to calm your fear of missing out but with a safer and more sound strategic approach. Kevin also discusses rollover strategies that are smart and can help with tax efficiency. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/ea912806-612b-43dc-ad31-ae04010af583/6cc6d1ad-fd31-41c3-b862-b47c01372b73/audio.mp3?utm_source=Podcast&in_playlist=9c400fe3-dfae-480b-b453-ae04010af596) ## [Episode 461: No. 9 The Black Belt Warning: The Real Dangers of Large Policy Loans and How to Avoid Lapse Tax](https://nyafinancialpodcast.com/episode-461-no-9-the-black-belt-warning-the-real-dangers-of-large-policy-loans-and-how-to-avoid-lapse-tax/) _2026-07-03 · Not Your Average Financial Podcast™_ In this episode, we ask: Have we gone mad here? Should we save more? Should we just hope the market cooperates? What is the four step process for the black belt? What discipline is required to handle large loan balances? What is the most important business in the world? Should premiums and income match? What... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_461.mp3) ## [Why Long-Term Care Could Be the Biggest Threat to Your Nest Egg](https://omny.fm/shows/unleash-your-wealth/why-long-term-care-could-be-the-biggest-threat-to-your-nest-egg) _2026-07-02 · Unleash Your Wealth_ What if one health event could cost more than your retirement plan is built to handle? Raj Shah and Rick Borek discuss the growing impact of market volatility, inflation, and long-term care expenses on retirement planning. They explore why many retirees underestimate healthcare costs, review strategies designed to address long-term care needs, and explain how investors approaching retirement may… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/a2444eec-2619-476e-9268-b47b012c1831/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [To Infinity… and Beyond! What Toy Story Teaches Us About Retirement](https://incomeforlife.libsyn.com/to-infinity-and-beyond-what-toy-story-teaches-us-about-retirement) _2026-07-01 · The Income For Life Show_ The original Toy Story came out 30 years ago, which means some of you took your kids to see it in theaters. Now you can bring your grandkids to see the latest one. Before you do, we thought it would be fun to revisit some of the iconic moments from the franchise and see what they say about your retirement. Matt and Sam break down memorable Toy Story quotes like "To Infinity and Beyond," "You've… [Listen](https://traffic.libsyn.com/secure/incomeforlife/108_-_MATT_NELSON_-_TOY_STORY_AND_WORLD_CUP_V2.mp3?dest-id=2234183) ## [The 5 Forces That Could Make or Break Your Retirement](https://omny.fm/shows/beyond-the-money-1/the-5-forces-that-could-make-or-break-your-retirement) _2026-06-30 · Beyond the Money_ Five powerful forces could shape your retirement more than any single investment. Jackie Campbell explores retirement income, legacy planning, investment risk, taxes, and inflation while discussing the excitement around SpaceX and the debate over retirement withdrawal rates. Jackie explains why retirement isn't about following headlines-it's about building a coordinated plan designed to adapt to… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/eae6d252-481d-4455-bfac-b47800fae3c7/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Retirement’s Version of Independence Day](https://omny.fm/shows/success-in-the-new-retirement-1/retirement-s-version-of-independence-day) _2026-06-30 · Success in the New Retirement_ Financial independence may be the retirement milestone worth celebrating most. Damon Roberts discusses America's 250th anniversary while exploring how retirees can replace uncertainty with a structured financial plan. The conversation covers Social Security, taxes, investment risk, income planning, and real-life retirement challenges, showing how a coordinated strategy can help retirees focus more… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/fe65c96d-79bb-46c7-8666-b47800fcc4e4/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The Truth About Non-Traded REITs, TSPs and Retirement Risk](https://omny.fm/shows/financial-safari-with-coach-pete/the-truth-about-non-traded-reits-tsps-and-retirement-risk) _2026-06-29 · Financial Safari with Coach Pete_ Many people approaching retirement wonder whether they've saved enough, but the better question may be how to turn those savings into dependable income throughout retirement. In this episode, Coach Pete explains the difference between simply accumulating assets and creating a retirement paycheck designed to support long-term financial confidence. The discussion covers retirement income planning,… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/5a8e2b92-2dc5-41af-a01e-b4740120ff3c/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [Episode 460: No. 8 The Black Belt Strategy: Expand Your Banking System Until It Handles 100% of Your Income](https://nyafinancialpodcast.com/episode-460-no-8-black-belt-strategy-expand-your-banking-system-until-it-handles-100-of-your-income/) _2026-06-26 · Not Your Average Financial Podcast™_ In this episode, we ask: Have you tied on your belt? What is happening with the CPI? Where is worker confidence listed with ABRI? What is the median savings for people in the U.S.? What age bracket is buying whole life insurance in droves? What is the black belt? Are you leaking wealth? Is your... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_460.mp3) ## [The Risk Behind Today’s Market Momentum](https://omny.fm/shows/beyond-the-money-1/the-risk-behind-today-s-market-momentum) _2026-06-23 · Beyond the Money_ The market feels strong-but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today's tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustainable income plan. For more information or to schedule a consultation call 352-251-1015 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/4c6eb597-4e31-4a72-9ae5-b471016dff5e/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Stop Hoarding Wealth—Start Funding Your Life](https://omny.fm/shows/ready-set-retire/stop-hoarding-wealth-start-funding-your-life) _2026-06-23 · Ready, Set, Retire!_ Are you saving for retirement-or saving yourself from actually living it? This episode explores how fear of running out of money leads many to hoard wealth instead of creating meaningful experiences. Steve Anzuoni discusses shifting the focus from accumulation to income, using strategies that prioritize steady cash flow, tax-efficient wealth transfer, and personal fulfillment. From guaranteed… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/2285ec41-c041-45e0-a787-b46e00e5c2ff/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Retirement Risk: When Growth Turns Into Vulnerability](https://omny.fm/shows/unleash-your-wealth/retirement-risk-when-growth-turns-into-vulnerability) _2026-06-23 · Unleash Your Wealth_ After years of market gains, are you protecting what you've built-or risking giving it back? Raj Shah and Rick Borek discuss why investors approaching retirement should shift focus from growth to preservation, emphasizing risk mitigation, portfolio protection strategies, and reducing drawdowns. They explore limitations inside 401(k)s, the importance of balancing income and risk, and how rising… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/6c81976a-68c9-47d6-ae97-b46e00e784b9/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [What Today’s Market Signals Could Mean for Your Retirement](https://omny.fm/shows/success-in-the-new-retirement-1/what-today-s-market-signals-could-mean-for-your-retirement) _2026-06-23 · Success in the New Retirement_ What happens to your retirement plan when inflation starts climbing again? This episode with Matt Deaton breaks down the latest inflation trends, how rising energy costs ripple through the economy, and why the Federal Reserve faces a tough balancing act. You'll also hear how market volatility, valuations, and signals from major investors are shaping today's environment. The conversation highlights… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/f2aee660-a235-47e1-be3e-b46a013a5637/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The Future of Social Security: What You Need to Know](https://omny.fm/shows/cruising-through-retirement-with-kevin-brucher/the-future-of-social-security-what-you-need-to-know) _2026-06-19 · Cruising Through Retirement with Kevin Brucher_ In this episode, Kevin discusses the future of Social Security, the impact of political decisions, and practical strategies for retirement planning amidst economic challenges. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/ea912806-612b-43dc-ad31-ae04010af583/86758445-f59f-4af1-9025-b46e014869bf/audio.mp3?utm_source=Podcast&in_playlist=9c400fe3-dfae-480b-b453-ae04010af596) ## [Episode 459: No. 7 The Brown Belt: Create a Family Banking System That Lasts Over 100 Years](https://nyafinancialpodcast.com/episode-459-no-7-the-brown-belt-create-a-family-banking-system-that-lasts-over-100-years/) _2026-06-19 · Not Your Average Financial Podcast™_ In this episode, we ask: What can span three or more generations? Have you considered the family office? Would you like to get going with capturing your monthly cashflow with No. 1 The White Belt? Would you like to advance to working with the most important people in your life, No. 2 The Yellow Belt? Would you... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_459.mp3) ## [The Retirement Paycheck That Changes Everything](https://omny.fm/shows/ready-set-retire/the-retirement-paycheck-that-changes-everything) _2026-06-16 · Ready, Set, Retire!_ What if retirement confidence came down to one thing-your paycheck? Steve Anzuoni breaks down why income planning-not market performance-is the foundation of a steady retirement. He explains how combining income strategies with wealth management can reduce guesswork, create reliable cash flow, and help address inflation concerns. From guaranteed lifetime income to being proactive with savings and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/80d7d2ef-900a-4cf7-91ad-b46b011df972/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e)