Safe Retirement Strategies
Bob Lindquist discusses how his proven strategies help protect the retirement plans for families in the Kansas City area.Podcasts
Two examples of Safe Retirement Planning
Published: March 21, 2020, 7 p.m.Duration: 9 minutes 40 seconds
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In retirement...Guarantees are a must
Published: March 21, 2020, 7 p.m.Duration: 13 minutes 59 seconds
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Three favorite ways to generate retirement income...Are they really the best?
Published: March 21, 2020, 7 p.m.Duration: 9 minutes 57 seconds
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Caronavirus / Stock market decline...We are in "unchartered" waters
Published: March 21, 2020, 7 p.m.Duration: 13 minutes 56 seconds
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Starting with $1,000,000
Published: Feb. 22, 2020, 10 p.m.Duration: 9 minutes 25 seconds
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General discussion with John Caton
Published: Feb. 22, 2020, 10 p.m.Duration: 13 minutes 38 seconds
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Can these four basic questions EVER be answered with managed money?
Published: Feb. 22, 2020, 10 p.m.Duration: 9 minutes 20 seconds
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Would you prefer your retirement to be stable or fluctuate?
Published: Feb. 22, 2020, 10 p.m.Duration: 13 minutes 50 seconds
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A client of mine has saved and grown money for 7 years...now it's time for lifetime income
Published: Feb. 15, 2020, 11 p.m.Duration: 9 minutes 55 seconds
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Medicare and Tax information for 2020
Published: Feb. 15, 2020, 11 p.m.Duration: 14 minutes 8 seconds
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7% growth for income...Guarantees quite a nice lifetime income
Published: Feb. 15, 2020, 11 p.m.Duration: 9 minutes 32 seconds
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Wall Street companies are starting to promote annuities
Published: Feb. 15, 2020, 11 p.m.Duration: 14 minutes 40 seconds
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Saving money is a lot easier than managing a lifetime of income
Published: Feb. 1, 2020, 10 p.m.Duration: 9 minutes 28 seconds
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Long Term Care needs to be discussed...Being without LTC can wipe out a lifetime of savings
Published: Feb. 1, 2020, 10 p.m.Duration: 13 minutes 52 seconds
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Your gains in the market aren't yours until you "cash out"
Published: Feb. 1, 2020, 10 p.m.Duration: 9 minutes 40 seconds
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Take time to get informed...Time to take control of your retirement
Published: Jan. 25, 2020, 10 p.m.Duration: 9 minutes 47 seconds
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Consider a Long Term Care policy...Another way to protect lifetime savings
Published: Jan. 25, 2020, 10 p.m.Duration: 13 minutes 33 seconds
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We can't afford to ignore the potential of the stock market
Published: Jan. 25, 2020, 10 p.m.Duration: 9 minutes 43 seconds
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You have won the game...Protect your retirement
Published: Jan. 25, 2020, 10 p.m.Duration: 13 minutes 42 seconds
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Would you rather have guarantees or hope for a 17% return for 3 straight years
Published: Jan. 18, 2020, 10 p.m.Duration: 9 minutes 14 seconds
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The Secure Act effective 1-1-20 and what they mean
Published: Jan. 18, 2020, 10 p.m.Duration: 13 minutes 49 seconds
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Worry is not a financial strategy...Get on offense!
Published: Jan. 18, 2020, 10 p.m.Duration: 8 minutes 50 seconds
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A great time of the year to get your financial life in order
Published: Jan. 18, 2020, 10 p.m.Duration: 13 minutes 57 seconds
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A general "clean up" of assets is a great value to offer.
Published: Oct. 27, 2019, 3 a.m.Duration: 9 minutes 35 seconds
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An annuity lets you "safely" grow your money AND generate lifetime income
Published: Oct. 27, 2019, 3 a.m.Duration: 13 minutes 6 seconds
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My clients and friends have won the game...give yourselves a pat on the back.
Published: Oct. 27, 2019, 3 a.m.Duration: 9 minutes 34 seconds
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My...how things have changed. Everything is so much more expensive.
Published: Oct. 27, 2019, 3 a.m.Duration: 13 minutes 46 seconds
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Making a great Social Security choice is absolutely a must
Published: Oct. 19, 2019, 7 p.m.Duration: 9 minutes 25 seconds
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Let's keep it simple...The choices we have when saving for retirement
Published: Oct. 19, 2019, 7 p.m.Duration: 12 minutes 54 seconds
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Time to take charge! Don't count on anyone else to make you feel good about your retirement
Published: Oct. 19, 2019, 7 p.m.Duration: 9 minutes 15 seconds
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A safe and secure retirement can be yours...You deserve this "Peace of mind"
Published: Oct. 19, 2019, 7 p.m.Duration: 14 minutes 2 seconds
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Will your investment broker or your banker guarantee safety and income for life?
Published: Oct. 12, 2019, 7 p.m.Duration: 9 minutes 47 seconds
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Our industry (Fixed income products) has so much to offer...most of all guarantees!
Published: Oct. 12, 2019, 7 p.m.Duration: 13 minutes 15 seconds
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Corporate pensions are on a deathbed
Published: Oct. 12, 2019, 7 p.m.Duration: 9 minutes 38 seconds
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Make your retirement enjoyable
Published: Oct. 12, 2019, 7 p.m.Duration: 13 minutes 40 seconds
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You deserve "peace of mind" when it comes to your retirement plan.
Published: Oct. 5, 2019, 7 p.m.Duration: 9 minutes 35 seconds
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Social Security is a fantastic program that really needs to be understood
Published: Oct. 5, 2019, 7 p.m.Duration: 12 minutes 57 seconds
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After 10 years of growth...why gamble any longer?
Published: Oct. 5, 2019, 7 p.m.Duration: 9 minutes 30 seconds
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You owe it to yourself to enjoy your retirement
Published: Oct. 5, 2019, 7 p.m.Duration: 13 minutes 47 seconds
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Are we delivering the right message?
Published: Sept. 28, 2019, 7 p.m.Duration: 14 minutes 34 seconds
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Why don't we hear about these "safe" plans in the financial magazines and media?
Published: Sept. 28, 2019, 7 p.m.Duration: 9 minutes 23 seconds
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It takes 12.56% return to match our guarantees...Our guarantees come with no stress and plenty of "peace of mind"
Published: Sept. 28, 2019, 7 p.m.Duration: 13 minutes 47 seconds
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Most people are "blinded by returns"...Do you really have gains that are yours?
Published: Sept. 28, 2019, 7 p.m.Duration: 9 minutes 42 seconds
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General retirement ideas / examples
Published: Sept. 7, 2019, 8 p.m.Duration: 10 minutes 1 second
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A retirement plan can be simple...3 bucket approach
Published: Sept. 7, 2019, 8 p.m.Duration: 13 minutes 35 seconds
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Why do people invest? It has to be for income!
Published: Sept. 7, 2019, 8 p.m.Duration: 10 minutes 14 seconds
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You have to have a goal...otherwise you don't get to where you need to go!
Published: Sept. 7, 2019, 8 p.m.Duration: 14 minutes 14 seconds
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The one thing that can solve a retirees worst nightmare...Lifetime income!
Published: Aug. 31, 2019, 8 p.m.Duration: 9 minutes 32 seconds
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So many different advantages in this perfectly designed retirement vehicle...It's a winner in many ways!
Published: Aug. 31, 2019, 8 p.m.Duration: 13 minutes 37 seconds
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How do we pay for many years of retirement?
Published: Aug. 31, 2019, 8 p.m.Duration: 9 minutes 35 seconds
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How can anyone be comfortable in this roller-coaster stock market
Published: Aug. 31, 2019, 8 p.m.Duration: 14 minutes 7 seconds
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Are my strategies really safe?
Published: Aug. 24, 2019, 8 p.m.Duration: 10 minutes
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One of my early clients in 2008...What are the results 11 years later?
Published: Aug. 24, 2019, 8 p.m.Duration: 13 minutes 34 seconds
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I ran into an article...could have been written by me?
Published: Aug. 24, 2019, 8 p.m.Duration: 9 minutes 54 seconds
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An investment group talking about the need for guaranteed income in retirement? Unheard of!
Published: Aug. 24, 2019, 8 p.m.Duration: 14 minutes 13 seconds
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Too much risk in the stock market today?
Published: Aug. 17, 2019, 8 p.m.Duration: 9 minutes 37 seconds
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A retirees #1 fear...running out of money! We don't have to worry anymore
Published: Aug. 17, 2019, 8 p.m.Duration: 13 minutes 34 seconds
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What are your guaranteed income choices?
Published: Aug. 17, 2019, 8 p.m.Duration: 9 minutes 32 seconds
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Retirement should be a time to settle back and enjoy a new stage of life...We must have a plan
Published: Aug. 17, 2019, 8 p.m.Duration: 13 minutes 57 seconds
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A real life example for John and his wife
Published: Aug. 10, 2019, 6 p.m.Duration: 9 minutes 21 seconds
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Timing is so important for your retirement "peace of mind"
Published: Aug. 10, 2019, 6 p.m.Duration: 13 minutes 2 seconds
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Other common questions we hear from retirees
Published: Aug. 10, 2019, 6 p.m.Duration: 9 minutes 32 seconds
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What are retirees really asking for today?
Published: Aug. 10, 2019, 6 p.m.Duration: 14 minutes 13 seconds
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We need to choose our investment strategy, because an investment opportunity can get us in trouble
Published: Aug. 3, 2019, 6 p.m.Duration: 9 minutes 19 seconds
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When you are close to retirement, you need a strategy for navigating the inevitable "choppy waters"
Published: Aug. 3, 2019, 6 p.m.Duration: 13 minutes 35 seconds
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In retirement, we need to focus on the things that really matter...family and friends
Published: Aug. 3, 2019, 6 p.m.Duration: 9 minutes 37 seconds
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Did you ever own a product that just worked really well? Guaranteed income never goes out of style!
Published: Aug. 3, 2019, 6 p.m.Duration: 14 minutes 43 seconds
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Simple math shows us that guarantees are "simply the best".
Published: July 27, 2019, 6 p.m.Duration: 9 minutes 3 seconds
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Chasing big returns is exciting, but can it turn into a problem?
Published: July 27, 2019, 6 p.m.Duration: 13 minutes 13 seconds
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Prior to our retirement, we need to protect our life savings
Published: July 27, 2019, 6 p.m.Duration: 9 minutes 15 seconds
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What's the yield curve? A powerful signal of recessions has Wall Streets attention
Published: July 27, 2019, 6 p.m.Duration: 14 minutes 8 seconds
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In retirement, we must have 100% certainty
Published: July 20, 2019, 7 p.m.Duration: 14 minutes 15 seconds
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People need to be in control of their own "perfect" retirement
Published: July 20, 2019, 6 p.m.Duration: 9 minutes 12 seconds
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So much uncertainty...even the experts don't know what to expect
Published: July 20, 2019, 6 p.m.Duration: 13 minutes 18 seconds
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We've worked our entire lifetime, and we deserve "peace of mind" guaranteed income
Published: July 20, 2019, 6 p.m.Duration: 9 minutes 26 seconds
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We need to grow our money safely, then create maximum income for life!
Published: July 13, 2019, 7 p.m.Duration: 9 minutes 30 seconds
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When you're money is gone "there is no more".
Published: July 13, 2019, 7 p.m.Duration: 13 minutes 11 seconds
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We can't afford to ignore the stock market
Published: July 13, 2019, 7 p.m.Duration: 9 minutes 36 seconds
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You must be careful as you get closer to retirement
Published: July 13, 2019, 7 p.m.Duration: 14 minutes 51 seconds
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A guarantee is so much better than a hope!
Published: July 3, 2019, 10 p.m.Duration: 10 minutes 10 seconds
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Taking income from an investment portfolio is risky.
Published: July 2, 2019, 9 p.m.Duration: 14 minutes 10 seconds
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Why Tom moved more money to my retirement program.
Published: June 30, 2019, 9 p.m.Duration: 10 minutes 10 seconds
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Real client. Real protected retirement. Hear Tom's story.
Published: June 29, 2019, 9 p.m.Duration: 15 minutes 9 seconds
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"I'm Not Going to Let 2008 Ever Happen to Me Again!"
Published: June 23, 2019, 6:38 p.m.Duration: 11 minutes 12 seconds
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