
Produced by The American College of Financial Services, in partnership with New York Life Retail Annuities.
Annuity Insights - Season 2: Women and Wealth is a special season created for financial professionals, featuring expert guests from across the industry on the realities shaping women’s financial lives and retirement outcomes. Hosted by Michael Finke, PhD, each episode pairs research-backed ... more
| Publishes | Twice monthly | Episodes | 18 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

Produced by The American College of Financial Services, in partnership with New York Life Annuities.
This season of Annuity Insights: Women and Wealth has given financial advisors a research-backed look at the retirement income planning challenges t... more
Produced by The American College of Financial Services, in partnership with New York Life Annuities.
Long-term care planning is a critical part of retirement resilience planning, especially for women who are more likely to serve as caregivers and ma... more
Produced by The American College of Financial Services, in partnership with New York Life Annuities.
Solo retiree planning requires more than a standard retirement income plan. For women who are divorced, widowed, single by choice, or planning for t... more
Produced by The American College of Financial Services, in partnership with New York Life Annuities.
Women’s retirement risk tolerance is shaped by more than portfolio preferences. Household structure, income needs, longevity risk, and relationship ... more
Produced by The American College of Financial Services, in partnership with New York Life Annuities.
From divorce and death and widowhood and job loss, many unexpected life transitions can affect your clients’ financial situation. Planning for such ... more
Produced by The American College of Financial Services, in partnership with New York Life Annuities.
How can financial advisors prepare clients for caregiving responsibilities that disrupt earnings, savings, and long-term retirement planning? In thi... more
Produced by The American College of Financial Services, in partnership with New York Life Annuities.
How do advisors help clients make smarter Social Security timing decisions - especially when longevity, survivor income, and household earnings hist... more
Produced by The American College of Financial Services, in partnership with New York Life Annuities.
What do five years of women & wealth research actually tell financial advisors — and are they listening? In this kickoff episode, Michael Finke, The... more
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A practitioner-focused show that pairs research-backed insights with practical planning strategies for financial professionals. Episodes center on women and wealth, with a strong emphasis on durable income solutions, longevity and care risks, Social Security optimization, and pre-planned guardrails for advisor conversations. Guests typically include senior industry leaders, researchers, and educators from major financial services institutions who share actionable tactics for client conversations, product positioning, and holistic retirement planning. A standout throughline is the emphasis on empathy, life-stage tailoring, and collaborative planning with clients and families to improve long-term outcomes. The format regularly features real-w... more
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These podcasts share a similar audience with Annuity Insights:
1. Annuity Straight Talk
2. "Fun With Annuities" The Annuity Man Podcast
3. Shares
4. Retire With Style
5. The Retirement and IRA Show
Annuity Insights launched a year ago and published 18 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Annuity Insights include:
1. Andrea Nierenberg
2. Haley Wilkes
3. Ruby Grace Reyes
4. Daralee Barbera
5. Tamiko Toland
6. Lindsey Lewis
7. Jodi Krausman
8. Steven Vinson
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