The Income For Life Show artwork

The Income For Life Show

101 episodes - English - Latest episode: 21 days ago - ★★★★★ - 4 ratings

The Income For Life Show, powered by Folds Of Honor.

Join the Income For Life team as they discuss common financial and retirement income concerns and break them down in an easy-to-understand way. No financial jargon (without an explanation) on this show!

Retirement, annuities, income, taxes, planning, common mistakes, the stock market, emotions... We cover it all on the Income For Life Show.

The Income For Life Show is powered by Folds of Honor, a 501c3 non-profit organization dedicated to providing educational scholarships to the families of America’s fallen and disabled service-members..

About Income For Life: Your Top Rated National® Retirement Resource
You should not have to struggle on your own to figure out how best to fund your retirement years. The process can often be complicated and frustrating without the right people at your back. We provide a variety of income planning tools to help you know that you will have guaranteed income throughout your retirement.

From the top national annuity products to help with social security planning, we have searched for the very best solutions for our clients. You won’t have to dig through the thousands of options available for you and read all the fine print. We’ve already done that for you!

Visit www.incomeforlife.org or call 888-228-8814 to speak with a member of the team today!

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Episodes

Retirement Bracketology: Money Lessons From Your March Madness Bracket

April 04, 2024 20:02 - 1 hour - 74.6 MB

March Madness is upon us, and as you’re keeping an eye on your bracket and watching the Final Four this weekend, there are a few retirement planning lessons that you can learn along the way… Stay tuned as we take some March Madness terms any apply them to the financial planning world in today’s show. As usual, we have some fun getting-to-know-you questions lined up for you. Then, we have a fantastic quote of the week to share by Ken Poirot. We’ll also spend some time looking at a MarketWat...

Don’t Make These Income Planning Mistakes

March 21, 2024 19:35 - 1 hour - 103 MB

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future. After a brief hiatus due to Matt being sick, we are excited to be back! We’ll...

Retirement Planning Is Harder Than It Used To Be

February 08, 2024 18:51 - 1 hour - 81.4 MB

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode. We have three fun getting-to-know-you questions to kick off this week’s show before sharing our quotes of the week. For this week’s mailbag question, Rose from Michigan asks how ...

Patience Pays: The Power of Delayed Gratification

January 25, 2024 18:21 - 1 hour - 99 MB

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards… We’re excited to be back with you as we kick off the 2024 season of the podcast! As usual, we’ll answer some fun getting-to-know-you questions and share a few great quotes to start the show. Along with our discussion on...

Money Mistakes You'll Regret and How to Avoid Them

November 09, 2023 18:54 - 1 hour - 109 MB

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt... Ever wish you could foresee financial missteps before they happen? In today’s episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. We kick off this episode with some fun getting to know you questions. Then, we’ll share a great quote of the week by Jim Rohn. We also dive into a f...

We’re Back: Catching Up, Climbing The Retirement Mountain, and More!

November 02, 2023 18:25 - 1 hour - 110 MB

We’re so glad to be back after a brief break. We’ll fill you in on where we’ve been and much more in today’s show. If you’re ready for an adventure, today’s episode is for you! Listen in as we compare retirement planning to climbing a mountain. We talk about preparing wisely, tackling the ups and downs, and even planning your way back down. We've also put together the ultimate retirement planning playlist for you- featuring timeless lyrics that reflect various stages of the planning journe...

5 Universal Retirement Truths with Chris Lester

September 14, 2023 16:14 - 1 hour - 82.4 MB

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board.   We are excited to be joined by Chris Lester, ChFC®, RICP®, CCPS®, NSSA, CLTC®, president of Professional Planning Services in New...

Biggest Money Mistakes in Retirement with Chad Castle and Jessica Burch

August 31, 2023 19:39 - 1 hour - 99.3 MB

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. Join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.   We are excited to be joined by Chad Castle, RICP®, and Jessic...

Just What The Financial Doctor Ordered

August 24, 2023 17:56 - 1 hour - 76 MB

We’ve got a fun one for you today! Tune in as we expose some symptoms that might need a financial prescription. Whether you’re experiencing dizziness from the ups and downs of the stock market or high blood pressure from anger about bad financial advice, we’ll share how guaranteed income can make a difference in your financial plan. After that, we’ll extract some valuable financial lessons from the one and only, Mick Jagger.    Matt and Sam start off with our regularly scheduled get-to...

Mastering Retirement Cash Flow: Understanding Income

August 17, 2023 18:13 - 1 hour - 63.3 MB

Today we’re diving into the crucial role of income analysis in retirement planning. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow! Matt and Sam kick off this episode with some fun get-to-know-you questions before sharing two great q...

Retirement Rebels: Winning Your Financial Independence

August 03, 2023 19:14 - 1 hour - 117 MB

In today’s episode, we’re tackling the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets required for these battles! Matt and Sam kick off this episode with some fun get-to-know-you questions before sharing this week’s quote of the week by Keith Cunningham. Then, they’l...

Retirement: Ready Or Not, Here It Comes

July 27, 2023 09:00 - 1 hour - 63.9 MB

Are you nearing “retirement age?" If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.   Matt and Sam kick off this episode by discussing their favorite childhood TV shows, the best songs ever written, their first celebrity crushes, and more. Then, they jump into two interesting retireme...

Retirement Expenses For Which You Forgot To Plan + 2023 Progress And Planning Study

July 20, 2023 18:56 - 1 hour - 81.4 MB

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial costs that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, and taxes. We also look at the Northwestern Mutual 2023 Planning and Progress study, which asked participants how much they tho...

Till Debt Do Us Part: Resolving Financial Tension Between Couples

July 06, 2023 18:55 - 1 hour - 101 MB

Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples.  We kick off the episode by answering some fun get-to-know-you questions and sharing a...

Grandma’s Financial Wisdom

June 22, 2023 20:01 - 1 hour - 69.9 MB

Welcome back to The Income For Life Show! Yes, you read that title right. In today's episode, we'll explore how the world of finance can be illuminated by the insightful sayings of our grandmothers. Many of us have fond memories of our grandparents’ amusing expressions, so we'll delve into five entertaining examples and uncover the nuggets of financial wisdom they hold. We kick off the episode by answering some fun get-to-know-you questions and sharing a quote of the week by Charles Ba...

Financial Planning Lessons From The Classroom

June 15, 2023 17:52 - 1 hour - 73.8 MB

Welcome back to The Income For Life Show! From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from them. In today’s episode, we’re seeing what we can learn from teachers and the issues they face. Let’s look at how homework, standardized testing, and customized learning approaches relate to financial planning. We kick off the episode by answering some fun get-to-know-...

A Comprehensive Dismantling of Social Security Myths in 2023

June 08, 2023 17:21 - 1 hour - 68.1 MB

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? Unfortunately, there are a lot of Social Security myths out there. Join us today as we set the record straight, debunk common myths about Social Security and answer the questions you've been curious about. Listen in as Matt and Sam answer some get-to-know-you questions and share a quote of the we...

Clean Up Your Portfolio

June 01, 2023 17:00 - 1 hour - 67.1 MB

Get ready to roll up your sleeves and dive into the gritty side of personal finance. In this episode, we reveal how everyday household tasks can serve as reminders of the principles that lead to financial success. From taking out the trash in your investment portfolio to cleaning out the fridge of outdated financial strategies, we'll explore how to declutter your financial life. Also, stay tuned as Matt and Sam answer some get-to-know-you questions and share a quote of the week by Joe Mo...

Key Finance Decisions During Major Life Events

May 26, 2023 16:15 - 1 hour - 96.4 MB

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you're experiencing the excitement of marriage, the joy of welcoming a new child, or facing the challenges of divorce or the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability in this episode + much more!   We’ll kick o...

Biggest Money Mistakes in Retirement

May 19, 2023 15:12 - 1 hour - 91.2 MB

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.    We’ll kick off this episode by discussing the recent ...

Help! Where Do I Begin? Starting Your Retirement Planning Journey

April 27, 2023 16:57 - 1 hour - 64.2 MB

Financial planning can seem daunting, leaving many people unsure of where to start or putting off the process altogether. But fear not! In today's episode, we're here to help you take that crucial first step toward preparing for retirement. We'll be walking you through our free manual, "Preparing for Retirement: Ways to Create Your Retirement Paycheck," which offers valuable insights and actionable tips for starting your planning journey.   During the show, we'll dive into the diffe...

Back From Hiatus: Meet Our New Co-Host, Sam & A Brand New Segment - The Retirement Ride Along!

April 20, 2023 14:37 - 56 minutes - 52.1 MB

The Income For Life Show is back! We have lots of exciting news to share with you today. We are thrilled to continue bringing you retirement planning advice, while introducing guest speakers from all over the country in episodes moving forward.  On our first episode back from the hiatus, we'll introduce you to our new co-host, Sam Thyfault. We'll learn about Sam's background, where she developed her work ethic, and her role on the show going forward.    We'll also introduce our new...

How To Navigate Through The Competitive Home Buying Market With Tyler Johnson

January 12, 2022 15:13 - 40 minutes - 37.2 MB

Tyler Johnson joins us on this week's episode. Tyler is a Real Estate Consultant over at Berkshire Hathaway HomeServices. In this role, he guides his clients in the home buying, or selling process to make sure it's as seamless as possible. We talk to Tyler today about some of his experiences with the current real estate market and the importance of choosing the right realtor. Show Notes: Tyler Johnson's Email: [email protected] Tyler Johnson's Phone Number: 785-383-8792 Get Ac...

Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin With Scott Souther

October 05, 2021 13:04 - 43 minutes - 40.9 MB

We invite Scott Souther on to today's podcast. Scott works for CEK Insurance and has an extensive background in retirement planning, insurance, and Medicaid planning. When coming up with a show idea we were inspired by Proverbs 16:18, which says “Pride goes before destruction, a haughty spirit before a fall.” Matt and Scott will talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence. Show Notes: Sequence Of Returns PDF: https:...

Medicare Planning With Guest Bob Evenson

September 21, 2021 20:57 - 46 minutes - 43.7 MB

Medicare is one of the most misunderstood retirement planning pieces. That's why we bring in a Medicare expert on today's show to clear up some confusion. Bob Evenson sits down with Matt to discuss how Medicare works, the different parts to this program, and answer an IFL mailbag question related to this topic. Show Notes: Bob Evenson's Website: https://www.evensoninsurance.com/ Bob Evenson's Phone Number: 1-800-841-0560 Get Access To The IFL Manual Vault - https://www.incomeforlife.o...

Mind The Gap

August 31, 2021 18:43 - 51 minutes - 46.7 MB

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning. We will also discuss what an out of tune retirement plan looks like and answer a great IFL mailbag question that came in. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual V...

Daily Dime - Dollar Cost Averaging Vs Lump Sum

August 24, 2021 17:59 - 10 minutes - 9.98 MB

Many people ask what strategy they should utilize when putting money in their nest egg to work. Should they put in a lump sum, or take the longer term approach of dollar cost averaging? We will discuss the key factors in determining which strategy might be right for your retirement plan. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ ...

Daily Dime - S&P 500 Doubles From Pandemic Bottom

August 17, 2021 16:44 - 10 minutes - 9.77 MB

The S&P has now doubled since it bottomed out in March of 2020. We discuss some factors that went into such a quick recovery and what this means for the future. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

Retirement Plan Customization Is KING

August 12, 2021 13:54 - 51 minutes - 47.2 MB

We discuss how a customized retirement plan is king. We also discuss the 4 important retirement statistics worth understanding. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

2021 Fidelity Couples & Money Study

July 27, 2021 19:23 - 50 minutes - 46.5 MB

Fidelity conducts an annual study where they analyze retirement and financial expectations among couples who are either married, or in a long term relationship. Matt and Nick will take a look at this study today and discuss some of the findings, trends, and why you can never go wrong with communication. Show Notes: Fidelity PDF - https://bit.ly/3BQ65WK Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://ww...

Where Crisis & Opportunity Meet

July 13, 2021 18:32 - 45 minutes - 41.4 MB

To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Let’s discuss how some of these crises might actually be opportunities, depending on your situation and perspective. We will also discuss some of the financial world's dirty secrets and take an IFL mailbag question. Show Notes: Get Your Guaranteed ...

Daily Dime - Happy Bobby Bonilla Day 2021

July 01, 2021 20:13 - 10 minutes - 9.36 MB

We discuss compounding, deferred interest - which is what we offer to clients. Ex-MLB baseball superstar Bobby Bonilla agreed to a deferred contract of 1.9 million dollar per year for 25 years - with a 5.9 million dollar original investment. That's a 30 million dollar payout from a 6 million dollar investment. Show Notes: Bobby Bonilla Article - https://bit.ly/3hcsepW Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual ...

The Things That Don’t Matter… Until They Do

June 30, 2021 18:47 - 52 minutes - 47.9 MB

Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t. Let’s talk about some of the things in the financial world that don’t matter until they do. We will also discuss the top 5 things to know about decululation adn be s...

Daily Dime - So What You Really Meant Was...

June 24, 2021 09:00 - 10 minutes - 9.59 MB

Some people in the financial world speak in code. It’s important for you to learn how to crack that code. Let’s look at a few examples of what you’ll hear someone say, but breakdown what they really meant. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

Daily Dime - Not Your Father's Retirement

June 22, 2021 18:24 - 10 minutes - 9.58 MB

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

The Great Resignation

June 15, 2021 18:40 - 48 minutes - 44.7 MB

We discuss how many are learning about their retirement through 'uncommon sense' and also how the Great Resignation is hitting the American workplace right now in a big way. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

Daily Dime - What Happens When The Government Takes Away Our Crutches?

June 10, 2021 09:00 - 9 minutes - 9.15 MB

What happens when the government makes the economy stand on it's own two feet? What will happen when the 'easy money' slows down and stops? Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

Daily Dime - The Rise of Nursing Home Costs

June 08, 2021 18:59 - 10 minutes - 9.95 MB

We discuss the rise of nursing home costs and how our plans can help pay for this - without underwriting, or extra cost to their retirement plan. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

Daily Dime - The 4 Personalities Of Retirement Spending

June 03, 2021 13:14 - 10 minutes - 9.33 MB

On this daily dime, we discuss the four personality types of retirees when it deals with how they spend their money. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

Daily Dime - The New US Deficit

June 02, 2021 12:56 - 11 minutes - 10.2 MB

We discuss the new US deficit and how it will affect our nation moving forward. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

The Ridiculousness Of Google Searches and 'Secure 2.0' Goals

June 01, 2021 19:05 - 49 minutes - 45 MB

On today's show, we discuss how ridiculous some Google searches for retirement planning can be and what red flags you should look out for. We also talk about the current Secure 2.0 Bill and the top 9 goals inside it. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

Daily Dime - The Senate Bill Increasing RMD Age and Boosting Lifetime Income Choices

May 28, 2021 09:00 - 10 minutes - 9.24 MB

The recent bipartisan bill is set to increase RMD ages and also offer lifetime income plans due to the retirement crisis in America today. The government understands the crisis and is offering opportunities for retirees to take advantage of. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhono...

Daily Dime - The Great Reshuffling of the Real Estate Market

May 25, 2021 17:51 - 10 minutes - 9.47 MB

On this daily dime, we discuss how the boomer generation that wants to downsize their home is causing a collision with the millennial generation that wants to purchase their first home. This current supply/demand chain is causing a violent condition in the housing market and needs to be addressed. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-ret...

Daily Dime - Have We Lost Fear Of The Stock Market?

May 21, 2021 13:49 - 10 minutes - 9.76 MB

Welcome into our first daily dime discussion! The goal of the daily dime is to have a quickly talk about various ideas and topics that are top of mind for us. Today our conversation is about how there seems to be a lack of fear in the stock market and why this can be a danger to your retirement portfolio. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap...

Listening To The Money Doctor

May 18, 2021 19:12 - 51 minutes - 47.1 MB

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

Financial Planning In Biden’s America

April 27, 2021 19:34 - 54 minutes - 49.6 MB

We’ve surpassed the first 100 days of Joe Biden’s presidency and, so far, it has already provided plenty of fodder for discussion in the financial planning realm. Let’s look at some of the top issues of the past few months, how it impacts financial planning, and how conversations with clients about these issues are developing. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlif...

Are You Flirting With Disaster?

April 13, 2021 19:09 - 54 minutes - 50.9 MB

Matt and Nick discuss 5 areas of your financial life where you might be flirting with disaster and don’t even know it. The guys will also answer an email question about investing in just one stock. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org

March Madness & Retirement Planning

April 01, 2021 17:31 - 51 minutes - 46.7 MB

With March Madness about to come to a close and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in the game of basketball? We also discuss how the city you live in can have a drastic impact on your retirement plan. Show Notes: Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE= Get Access To The IFL Manual Vault - https://www.incomeforlife.org/...

Alternative Investments

March 16, 2021 19:29 - 58 minutes - 54.3 MB

The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? We discuss the top alternative investment products and why we feel the risk may not be worth the reward for some of them. Show Notes: Get Access To The IFL Manual Vault - https://www.incomeforlife....

This Is Why You Never Assume

March 02, 2021 22:16 - 50 minutes - 46.6 MB

We often see people making certain assumptions about retirement that just aren’t correct. Matt and Nick explore some common assumptions that they see in their office. Show Notes: Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/ 888-228-8814 incomeforlife.org foldsofhonor.org