Wealth planning insights for meaningful client conversations.
Designed for today’s financial professionals, Annuity Insights: Women and Wealth is produced in partnership with The American College of Financial Services and pairs timely, research-driven conversations with an advisor toolkit built to support effective planning discussions.
Each episode explores the real-world considerations shaping women’s wealth planning and offers practical insights advisors can apply to drive clearer decisions and stronger outcomes.
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LATEST EPISODE
Getting paid to wait: How advisors support Social Security timing decisions
Dr. Michael Finke, CFP®, joins Brian Doherty, author and expert on the topic of social security planning and Dana Anspach, founder and CEO of Sensible Money to explore how differences in life expectancy between women and men influence optimal Social Security claiming strategies. Together, they examine how delaying benefits, when paired with guaranteed income sources, can help reduce longevity and sequence of returns risk, while strengthening retirement income plans.
Episode 1: The Value of Annuities in Retirement Income Planning
Michael Finke and Wade Pfau explore how annuities can provide a stable, reliable income stream, enhancing retirement financial security.
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Episode 2: The Social Security Annuity
Andrew Biggs and Jason Fichtner join Michael Finke to unpack America’s most popular annuity—Social Security.
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Episode 3: How Accumulation Annuities Work
Michael Finke, Bobby Samuelson, and David Blanchett break down the power of accumulation annuities and their role in long-term retirement planning.
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Episode 4: How Annuities Fit Into an Investment Portfolio
Michael Finke, Wade Pfau, and Phil Caminiti explore how annuities can balance risk, growth, and retirement income needs.
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Episode 5: The Service Behind Annuities
Michael Finke, Steve Parrish, and Jen Weiss dive into the support provided by annuity companies to help clients navigate their retirement planning.
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Episode 6: Breaking Down the Myths of Annuities
Annuities are often misunderstood, especially riders. Michael Finke and Justin Bateman debunk myths and show how riders can strengthen retirement strategies.
Episode 7: The Ins and Outs of Annuity Taxation
Taxes can complicate annuity planning, but in this episode, Michael Finke, Steve Parrish, and Justin Bateman simplify the complexities of annuity taxation.
Episode 8: Annuities from an Actuary's Point of View
Wealth expert Michael Finke is joined by New York Life’s Kelli Faust and PGIM’s David Blanchett.
Episode 9: Understanding How Lifetime Withdrawal Benefits Work
Michael Finke is joined by New York Life’s Matt Williams and The Index Standard’s Bronisov Nikolic to discuss how lifetime income benefits work.
Episode 10: The Power of Annuities: Behaviors That Drive Retirement Confidence
Michael Finke joins HerMoney’s Jean Chatzky and New York Life’s Matt Wion to discuss how annuities build retirement confidence for women and aging couples.
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