Jesse Cunningham IV and his son, Jesse V, help you optimize your retirement plan with insights, examples, and helpful strategies. They have a combined 35+ years serving people preparing for retirement and those who are already in retirement. The podcast keeps the content fast, fun, and interesting w…
Annuities are able to provide substantial safety in your financial plan. There are a variety of options in the annuity industry and we outline the differences and benefits of them in this podcast episode. Jesse Cunningham IV and Jesse Cunningham V have a passion for helping their clients succeed in retirement and utilize annuities for […]
In this episode we discuss what most people in retirement are most concerned about and how to address it. We tie in a recent article by former CEO of Allianz, Bob MacDonald, titled “Exposing The Dirty Little Secret About Retirement Planning” In the article he asks the question, “After deducting the amount Social Security and […]
Overview of Podcast Episode 1 – The value of a team in retirement Jesse Cunningham IV and his son, Jesse Cunningham V, discuss the importance of creating a financial team in retirement. There is tons of value when dealing with a team of specialists – each optimizing their craft to what they are passionate about. […]