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Richard Kado on Safe Money Talk Radio Part 2

Monday, March 14th, 2016 and is filed under Annuity News, Retirement Income Annuities, Videos

Richard KadoRichard Kado joins Cathy in this exciting episode of Safe Money Talk Radio. Richard is the President of Genesis Financial and has been a major influence on fixed index annuity products since their inception. Richard has also worked closely with Annexus to develop innovative fixed income products such as the BalancedChoice Athene Annuity and the Nationwide New Heights Fixed Indexed Annuities. Listen in as Safe Money Talk Radio Host, Cathy DeWitt Dunn interviews fixed indexed annuity expert, Richard Kado. Read More

Richard Kado Talks Annuities on Safe Money Talk Radio

Monday, March 7th, 2016 and is filed under Annuity News, Retirement Income Annuities, Videos

Richard Kado and Cathy DeWitt DunnRichard Kado, President of Genesis Financial Development Corporation, joins Cathy on Safe Money Talk Radio. Richard and Genesis were instrumental in the development of the first annuities. Richard leads the team who is responsible for 15 patents issued to date on annuity products, which is more than the rest of the fixed index annuity marketplace combined. Listen in as Cathy and Richard discuss annuities, the market, and much more in this exciting interview. Read More

Wall Street Vs Main Street [Video]

Thursday, March 21st, 2013 and is filed under Retirement Income Annuities, Uncategorized, Videos

In this video, Safe Money Talk Radio and AnnuityWatchUSA.com’s Matt Redding explains Wall Street versus Main Street as it pertains to the stock market versus fixed index annuities.

Matt talks about the roller coaster ride of the stock market over the last ten to twelve years and because of the two approximately 50% declines in the market shows how stockholders have little to show for their investments. Read More

See Cathy on KDFW Fox 4 Good Day Dallas

Friday, March 15th, 2013 and is filed under Uncategorized

Cathy DeWitt Dunn on Fox 4 Good DayWith the markets going gangbusters and tax day just around the corner, local networks are reaching out to help their viewers make sense of it all. Annuity Watch USA’s own Cathy DeWitt Dunn has become quite a regular on TV screens across the Metroplex.

If you were not able to catch Cathy last week on NBC, she’ll be appearing on KDFW Fox 4 Good Day Dallas this Monday, March 18th at 7:30am. Read More

The Truth About Annuities – Part 2

Thursday, January 17th, 2013 and is filed under Retirement Income Annuities, Uncategorized

Part 2 in a series where Safe Money Talk Radio annuity experts Cathy DeWitt Dunn and Matt Redding separate fact from fiction and tell you the truth about annuities.

Continued from “The Truth About Annuities – Part 1

Myth. The returns on a fixed index annuity are low.

Reality.  With a fixed index annuity, the returns are directly tied into an external index’ performance, such as the S&P500. If the market does well, your annuity has the opportunity to do well. If the market is down, your principal is protected against any loss. The amount of interest credited to your annuity account is determined by the crediting method or methods you chose when you first purchase your annuity. You may change crediting methods each year on the anniversary of your contract. Additional details regarding crediting methods are available on our website. Read More

The Truth About Annuities – Part 1

Tuesday, January 15th, 2013 and is filed under Retirement Income Annuities, Uncategorized

Myth. Annuities are very complicated to understand and own.

Reality. The concept of a fixed index annuity is very simple. In return for a lump sum purchase of an annuity contract, an insurance company promises to pay you (at some specified point in time) an income stream…for as long as you live. Or, you can use a fixed index annuity just as a wealth accumulation vehicle where your money can grow tax-deferred. While you own your contract, you enjoy 100% principal protection plus the opportunity to participate in stock market gains. But, as they say, the devil is in the details. The annuity contract itself can be very complex. There’s a wealth of information available that can help you better understand your annuity purchase. To get you started, we’ve included a description of common annuity contract features as well as questions to ask when reviewing an annuity opportunity. And, we’re only a phone call away to discuss any questions you may have. Read More

401K Rollover to IRA

Wednesday, January 9th, 2013 and is filed under Retirement Income Annuities, Uncategorized

Continued from “401K Rollover Questions Answered

“Should I open an IRA with a 401K Rollover?”

401K Rollover to IRAUnfortunately in today’s economy you may not find a new job immediately, which means you may not have a new 401k plan ready to receive the funds from your old 401k. Therefore, it makes sense to open an Individual Retirement Account (IRA). In addition, an IRA offers certain advantages when it comes to saving for retirement. A traditional IRA allows you to invest pre-tax dollars and pay taxes when you withdraw. A Roth IRA allows you to invest after-tax dollars and pay no taxes when you withdraw. Once an IRA account is established, you may then choose how to use your money for investments or retirement income. 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

403b Plans and Teacher’s Retirement Options ~ Video

Friday, October 12th, 2012 and is filed under Retirement Income Annuities, Uncategorized, Videos

403b plans now offer retirement options for teachers. Safe Money Talk Radio’s Cathy DeWitt Dunn and Matt Redding explain what you can do with your 403b plan in order to secure your retirement future. Read More

Safe Money Dallas | Talk Radio Annuity Experts

Wednesday, July 11th, 2012 and is filed under Retirement Income Annuities, Uncategorized

Join Cathy DeWitt Dunn every Sunday for Safe Money Talk Radio. With over fifteen years experience, Cathy is the retirement planning and annuity expert. She has helped thousands of individuals and families learn how to protect and grow retirement assets, create income that can’t be outlived, and provide a financial legacy for future generations – all while eliminating stock market risk.

Each week, Cathy shares her experience and insight on meeting the retirement challenges faced by millions of Americans today. Read More