Annuity Insights Podcast
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Episode 1: The Value of Annuities in Retirement Income Planning
Dr. Michael Finke and Wade Pfau explore how annuities can provide a stable, reliable income stream, enhancing retirement financial security.
Episode 2: Understanding the Tax Benefits of Using Variable Annuities
Dr. Michael Finke, Steve Parrish, and Justin Bateman discuss the unique tax advantages of variable annuities in retirement planning.
Episode 3: How Accumulation Annuities Work
Dr. Michael Finke, Bobby Samuelson, and David Blanchett break down how accumulation annuities help grow wealth and support long-term savings goals.
Episode 4: A Conversation About Social Security & Income Planning
Dr. Michael Finke, Andrew Biggs, and Jason Fichtner explore how Social Security interacts with retirement income planning to optimize financial security.
Episode 5: The Peculiar Taxation of Annuities
Dr. Michael Finke, Steve Parrish, and Justin Bateman delve into the complex tax treatment of annuities and its implications for investors.
Episode 6: Are Insurance Companies Risky?
Dr. Michael Finke, Bobby Samuelson, and Kelli Faust discuss whether insurance companies present financial risks, weighing stability against market uncertainties.
Episode 7: What Do Annuities Do That Traditional Investments Don't?
Dr. Michael Finke and Matt Wion examine how annuities offer unique benefits that traditional investments cannot, particularly for retirement security.
Episode 8: How Annuities Fit into an Investment Portfolio
Dr. Michael Finke, Wade Pfau, and David Blanchett explore how annuities can complement an investment portfolio, balancing growth and income needs.
Episode 9: Understanding How Lifetime Withdrawal Benefits Work
Dr. Michael Finke, Branislav Nicolic, and Phil Caminiti explain how lifetime withdrawal benefits from annuities provide consistent income in retirement.
Episode 10: Annuities from an Actuary's Point of View
Dr. Michael Finke and Matt Williams offer an actuary’s perspective on annuities, highlighting their role in managing longevity risk and financial planning.
Explore a curated selection of articles with insights from New York Life thought leaders.