By Sean Brady February 26, 2024 Episode #319: Why Your Estate Plan Needs to be Flexible Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean emphasizes the importance of building a flexible estate plan that factors for changes in tax laws, family dynamics, and needs so you can provide a lasting legacy to loved ones. Read this post
By Sean Brady October 23, 2023 Episode #305: Types of Transactions to Move Money from IRAs Concepts, Money Script Monday In this episode of Money Script Monday, Sean breaks down different IRA transaction types and navigates critical rules and regulations that can lead to unexpected delays and tax consequences. Read this post
By Sean Brady July 10, 2023 Episode #291: Shorter Withdrawal Charge Schedule Annuities Benefits and Risks Annuities, Money Script Monday In this episode of Money Script Monday, Sean weighs the benefits and risks of annuities with a shorter withdrawal charge schedule and explores the alternative of long-term annuities that could provide more consistent returns over an extended period. Read this post
By Sean Brady March 27, 2023 Episode #278: Making the Most of Your RMDs Life Insurance, Money Script Monday In this episode of Money Script Monday, Sean explores the different RMD options to consider in order to make the most of your retirement income strategy. Read this post
By Sean Brady November 21, 2022 Episode #264: How to Address the Rising Cost of Living During Retirement Annuities In this episode of Money Script Monday, Sean unpacks income annuity benefits to explain how FIAs can offer not only guaranteed lifetime income but increasing income in retirement. Read this post
By Sean Brady May 6, 2022 Episode #239: Why a Social Security Review is so Important Concepts, Money Script Monday In this episode of Money Script Monday, Sean explains how to enhance your social security benefits and when it is most optimal to start taking benefits. Read this post
By Sean Brady February 7, 2022 Episode #226: How to Protect Your Assets from Another Drop in The Market Annuities, Money Script Monday In this episode of Money Script Monday, Sean unpacks the consequences of investing in a bear market, especially when one begins to withdraw assets for income in retirement. Read this post
By Sean Brady November 15, 2021 Episode #217: What You Need to Know About These 2 Social Security Reductions Annuities, Money Script Monday In this episode of Money Script Monday, Sean analyzes two crucial Social Security regulations that could reduce the amount of spousal, widow/widower, or personal benefits paid to you in retirement. Read this post
By Sean Brady July 19, 2021 Episode #201: Two Ways to Qualify for Double Income Withdrawals Annuities, Money Script Monday In this episode of Money Script Monday, Sean clarifies the conditions required to qualify for an income multiplier benefit and highlights the importance of adding an FIA to your retirement portfolio. Read this post
By Sean Brady March 15, 2021 Episode #185: A Complete Guide to Fixed Index Annuity Cap and Spread Renewals Annuities, Money Script Monday In this episode of Money Script Monday, Sean highlights the tax-deferred growth potential behind a fixed index annuity and discusses the 3 main factors insurance companies use to determine a policy’s cap, spread, and renewal rates. Read this post