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Richard Kado Interview, the Man Behind the Modern Fixed Index Annuity

Friday, November 20th, 2015 and is filed under Annuity News, Retirement Income Annuities, Safe Money Talk Radio Podcasts

CATHY DEWITT DUNN, RADIO PERSONALITY AND RETIREMENT EXPERT, INTERVIEWS THE STRATEGIC LEGEND BEHIND THE MODERN DAY FIXED INDEX ANNUITY

“Safe Money Talk Radio” and “Women, Money & Power” welcomes special guest Richard Kado Read More

Dan Slater FSA MAAA (Actuary) on Safe Money Talk Radio

Wednesday, December 17th, 2014 and is filed under Annuity News, Retirement Income Annuities, Safe Money Talk Radio Podcasts, Uncategorized, Videos

Actuary Dan Slater, FSA MAAAIn this video from the Safe Money Talk Radio Show, Cathy DeWitt Dunn has Dan Slater, FSA MAAA as her guest on the show. Dan Slater is an actuary and income adviser and joins Cathy on the show to share his experience with annuities and discuss some of the ways to maximize their use in a solid financial plan. Read More

The Annuity Cap Explained

Thursday, June 19th, 2014 and is filed under Retirement Income Annuities, Safe Money Talk Radio Podcasts, Videos

The annuity cap can be a bit confusing. Is it annually? Is it monthly? How does it work?

Cathy and Bruce on Safe Money Talk Radio break down the annuity cap into easy to understand terms on the radio show which aired in May. Read More

ACA (ObamaCare) could spell trouble for housing market

Monday, January 13th, 2014 and is filed under Safe Money Talk Radio Podcasts, Uncategorized, Videos

The Affordable Care Act, aka ObamaCare, has certainly been off to a rocky start––from a barely functioning website to premium sticker shock, from data security risks to dropped insurance coverage. Now, new data point to widespread trouble ahead in the housing market as a result of this wildly unpopular legislation, and many are asking where the fallout will stop. Read More

Protect Your Retirement Assets from the Fiscal Cliff with Tax Deferred Annuities

Monday, December 17th, 2012 and is filed under Retirement Income Annuities, Safe Money Talk Radio Podcasts, Uncategorized

Everywhere we turn we hear the warnings of the coming fiscal cliff. It’s the top story in the news. The financial world is on fire. Wall Street is holding its breath. Businesses are scrambling to protect their assets from the “imminent” fiscal cliff.

What exactly is this “fiscal cliff”? Is it just a bunch of media and political hype? Or should you be concerned and trying to protect your retirement savings from financial disaster? Read More

The Modern Day Annuity

Saturday, October 13th, 2012 and is filed under Safe Money Talk Radio Podcasts

The financial world has changed, no question. And, when it comes to annuities, this is a great thing! Insurance companies have listened to what consumers are truly looking for and have created a fantastic product –– the fixed index annuity. Read More

The Annuity Revolution – A portfolio approach to income, growth, and liquidity

Friday, August 31st, 2012 and is filed under Safe Money Talk Radio Podcasts

A fixed index annuity is the only asset in the world that provides a contractually guaranteed lifetime income. A bond can’t do this. A Certificate of Deposit can’t do this. A Money Market account can’t do this. Owning stocks can’t do this.

Listen in to learn how Cathy and Matt can help you structure a portfolio of fixed index annuities that allows you to control your assets…and helps secure your retirement future. Read More

Market Volatility, Interest Rates, and the 2012 Presidential Election

Monday, August 27th, 2012 and is filed under Safe Money Talk Radio Podcasts

In this week’s edition of Safe Money Talk Radio, Cathy delves into the change in demographics from the 1980’s to now…and how upcoming events can put today’s baby boomers at risk.

  • $6.5 Billion is out of the market on the investment sidelines
  • The impact of rising interest rates on the bond market
  • Retirement solutions designed to protect and growth assets…despite volatile market conditions Read More

Top 10 reasons not to buy a fixed index annuity

Thursday, June 21st, 2012 and is filed under Safe Money Talk Radio Podcasts

For over 25 years David Letterman’s Top 10 lists have consistently proven to get some good laughs about topics of the day. Now, Cathy and Matt turn the top 10 upside down with a hilarious look at “The Top 10 reasons you should never ever consider purchasing a fixed index annuity.” Listen in now! Read More

Grow your income stream DURING retirement

Wednesday, June 13th, 2012 and is filed under Safe Money Talk Radio Podcasts

Imagine if you never got a raise from age 30 to 65.  That’s 35 years –– just about how long most people will enjoy their retirement years.

Zero raises would be unacceptable during your working years. Not getting a raise to fight inflation is just as unacceptable during your retirement years. But, that’s basically what you are signing up for if you settle for an annuity that offers a static guaranteed lifetime income – but no growth component while you are taking income. Read More