Conquering Retirement with Annuity FYI

Tom Hamlin

Welcome to Conquering Retirement with Annuity FYI! Your guide to navigating retirement with clarity, confidence, and control. Each week, financial expert and Somerset Wealth Strategies founder Tom Hamlin joins his team to answer your questions and talk annuities, income strategies, and everything you need to know to plan for the future. Have a question? Submit it to newsletters@annuityfyi.com !

  1. 11/06/2025

    SPECIAL EPISODE | Celebrating 25 Years of Annuity FYI

    Celebrate with us! In this special celebration episode of Conquering Retirement with Annuity FYI, Tom, Brian, and Meg—joined by special surprise guests—commemorate 25 years of Annuity FYI, honoring the journey, growth, and impact along the way. Together, the team reflects on the evolution of retirement planning, the vital role of annuities, and the trusted relationships built with clients over the years. Guests share personal stories, lessons learned, and insights on financial security, while exploring how education and technology continue to shape the industry’s future. This isn’t just a discussion—it’s a celebration of legacy, progress, and the people who made it all possible. Thank you, everyone! Chapters 00:00 Financial Planning and Personal Branding 00:37 Celebrating 25 Years of Annuity FYI 03:13 The Origin Story of Annuity FYI 08:11 The Importance of Annuities in Financial Planning 11:05 The Impact of Annuity FYI on Consumers 18:26 Evolution of Annuity FYI 18:54 Retirement Products: Then and Now 23:02 Client-Centric Approach in Financial Services 26:32 Understanding Our Client Base 26:46 Reconnecting and Rapid Fire Questions 30:58 Starting Financial Planning at Any Age 35:06 Leaving a Legacy with Annuities 37:18 Celebrating Team Contributions 40:59 The Passion Behind Financial Services 43:52 Embracing Technology in Finance 48:27 Celebrating Team Achievements and Client Stories #retirementplanning #annuities #financialsecurity #retirementconfidence #trustedadvisors #AnnuityFYI #financialeducation #retirementincome #clientexperience #financialindependence

    53 min

Ratings & Reviews

5
out of 5
2 Ratings

About

Welcome to Conquering Retirement with Annuity FYI! Your guide to navigating retirement with clarity, confidence, and control. Each week, financial expert and Somerset Wealth Strategies founder Tom Hamlin joins his team to answer your questions and talk annuities, income strategies, and everything you need to know to plan for the future. Have a question? Submit it to newsletters@annuityfyi.com !

You Might Also Like