Retirement Income School™ Blog
Is Social Security Going Broke? Here’s the Truth May 28, 2025

It’s one of the most common fears in retirement: “What if Social Security runs out before I can claim my benefits?”

This fear drives a lot of rushed decisions — and in many cases, those decisions ...

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Annuities, Whole Life Insurance & 401(k)s: What Most People Get Wrong May 21, 2025

After my last lesson on retirement income, the comments came flooding in. Some said whole life insurance is a scam. Others said annuities are a joke. And plenty stood by their 401(k) like it was go...

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Why 401Ks Aren’t Enough for Retirement Security May 14, 2025

You did everything right — you saved, you worked hard, you built up your 401K. But now that retirement is near, instead of peace of mind… you’re feeling uncertain.

Here’s the question no one is as...

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Safety-First Retirement: Build a Reliable Income Floor May 07, 2025

True peace of mind in retirement doesn’t come from guessing — it comes from knowing your bills are covered with guaranteed, predictable income.

In this episode of the Retirement Income School™, I ...

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LTC Expense Shield™: How to Protect Against Long-Term Care Costs May 07, 2025

Most retirees don’t see it coming — but 70% of people over age 65 will need long-term care, and the average cost is over $100,000 per year.

In this episode of the Retirement Income School™, I intr...

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SafeFlow Income™: Create Lifetime Paychecks with Annuities May 07, 2025

What if you could guarantee income for life — no matter what the market does?

In this episode of the Retirement Income School™, I introduce you to the second strategy in my 3-part Guaranteed Incom...

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