ANNUITY INSIGHTS PODCAST

Women and Wealth

Use our advisor-ready toolkit to turn episode insights into meaningful, actionable discussions with clients.

Unlock the toolkit

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.

Complete the form to unlock your advisor-ready toolkit.

First Name

Last Name

Email

Company

Company (write-in)

cmpid

pageURL

For financial professionals only.

LATEST EPISODE

Caregiving & career gaps — how advisors stabilize income during interruptions

Dr. Michael Finke, CFP^®, joins Kaylee Ranck, Director of the Office of College Research at the American College of Financial Services, and Jennifer Weiss, Head of Retail Annuities Service Experience at New York Life to discuss how caregiving, impacting one in four adults, can disrupt income and long-term financial security, especially for women. They highlight how advisors can proactively address these risks and use planning strategies to help stabilize income during career interruptions.

Listen on your favorite platform - Apple Podcasts, PodBean, or Spotify.

See recent episode

Explore season one episodes →

Advisor Education Center →

Market Outlook →

Unlock the toolkit

Season 1

Season 1

Podcasts

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.

Podcasts

Episode 2: The Social Security Annuity

Andrew Biggs and Jason Fichtner join Michael Finke to unpack America’s most popular annuity—Social Security.

Podcasts

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.

Podcasts

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.

Podcasts

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.

Podcasts

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.

Ready to bring these ideas to your clients?

Partner with New York Life annuity wholesalers to turn insights into appointments and outcomes.

Connect with an expert