This week I am happy to introduce the culmination of a side project. It has taken nearly two months to get off the ground but will be a mainstay on this website for years to come. The Annuity Straight Talk podcast will give everyone another option for consuming the information that will lead to sound financial decisions for retirement. A link to episode “0” is below this post.
My co host is Ashok Ramji of TOP Planning in Kirkland, WA. We both arrived at our current styles from very different backgrounds. Ashok started on the investments side of the business and my career started on the insurance side. We have both come to the same conclusions about annuities but took different paths to get here. That tells me a lot about how best to serve the retirement community and it should also give you an idea about how best to mix assets for both safety and growth in retirement.
Ashok will be a part of every podcast but we plan to introduce guests who mostly come from the investment advising side of the business in order to illustrate that the difference between insurance and investment advice is not a prevalent as many think. As times change more and more investment advisors are recognizing the value of insurance products during periods of uncertainty. The math is undeniable so the open-minded and versatile advisor will adapt.
Over the past six weeks I have made two trips to Spokane, WA to meet Ashok and record 10 or more episodes. We only kept five because we are working to develop a style that works for both of us. The first episode is live for anyone who enjoys the podcast format and it covers a newsletter topic from a couple years ago. “Why People Don’t Buy Annuities” was my attempt to demonstrate that far more obstacles stand in the way of using an annuity in retirement. Trust, understanding, communication, acceptance and confidence all play into one of the most important decisions of your life.
Below you’ll find the link to Episode-0, “10 Reasons Why People Don’t Buy Annuities.” Give it a listen and tell us how we did. The production side is more complicated than you might think but I have Ashok and his detail-oriented nature to thank for that.
Listen to it here on our hosting site Castos: 10 Reasons Why People Don’t Buy Annuities
This podcast is also available on Apple Podcasts, Amazon, Spotify, Stitcher, Pocket Casts and coming soon to Google for those that use Android. We plan to release one episode per week and invite all the comments, suggestions and constructive criticism that you can give us. Enjoy the podcast and keep an eye out for more good things to come.
Have a great weekend!