We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for September 20, 2025

Understanding How Annuities Fit in Retirement

Radon and Murs discuss the power of annuities as part of a holistic retirement income planning strategy. Joined by their guest, Sam Wempe, an insurance and annuity specialist, they break down the evolving world of fixed indexed annuities and how these vehicles can provide principal protection, guaranteed lifetime income, and a meaningful role in risk management…  

Understanding How Annuities Fit in Retirement

While planning your transition from work to retirement, you’ve probably heard plenty of opinions about annuities; some glowing, some skeptical, and many that are simply outdated. In our recent Secure Your Retirement Podcast conversation with Sam Wempe (our long-time partner on insurance and annuity analysis), we focused on the practical, current-day role of annuities in retirement…