Safe Money Radio

Limited Availability — First Come, First Served

Free Retirement Clarity Session

Book Your Free
Retirement Clarity Session.

30 minutes. Plain conversation. We look at where you are, where you want to be, and what questions are worth asking before you make any decisions.

Meet with Brett Personally Connect with an Agent

Brett personally accepts a limited number of Retirement Clarity Sessions each month. When those spots are gone, you'll be matched with one of our licensed retirement specialists — or you can join the waitlist for a future session with Brett.

Three Ways to Meet

Choose your session.

Three options. Same plain-language approach, no matter who you talk to.

MOST REQUESTED

OPTION A

Session with Brett Blake

Limited spots — first come, first served

Brett personally reviews your situation, answers your questions, and helps you figure out what to ask next. No script. No slide deck. Just a plain conversation about your retirement.

Request a Session with Brett

OPTION B

Session with a Licensed Specialist

Space is limited

One of our licensed retirement income specialists walks through your situation with you. Same plain-language approach. Same no-pressure conversation. No slide decks, no scripts.

Get Matched with a Specialist

OPTION C

Session with a Show Guest

Occasional — announced after each episode

When a guest from the show has capacity, we'll match you directly. These spots are rare and announced episode by episode. Join the waitlist and we'll notify you when a match is available.

Join the Guest Session Waitlist

What to Expect

Here's how it works.

Tell us about where you are

Fill out the short form so we can make the most of your 30 minutes.

Pick a time that works for you

Or we'll reach out within one business day to confirm your session.

Show up with your questions

No scripts, no slide decks, no pressure. Just a plain conversation about your retirement.

This is a conversation, not a sales call. You will never be pressured to purchase anything.

Specialist Intake Form

Tell us a little about where you are.

Six minutes to fill out. Saves us thirty on the call.

First Name *

Last Name *

Email Address *

Phone Number *

State *

Age Range *

Approximate Retirement Savings *

Biggest Retirement Concern *

What would you most like clarity on?

By submitting this form I give Safe Money Radio and Annuity.com, Inc. permission to contact me about retirement income options. I understand this is not investment, tax, or legal advice. *

Guest Session Waitlist

Be first in line
when a guest opens up.

Two fields. We'll email you when a match is available — that's the entire commitment.

Important Disclosures

Sessions are conducted by licensed insurance professionals. Safe Money Radio is for educational purposes only and does not constitute investment, tax, or legal advice. Products discussed may not be appropriate for everyone. Always consult a licensed professional regarding your specific situation.

Licensed agents affiliated with this show are licensed to sell insurance products, including products that provide guaranteed retirement income based on the financial strength of the issuing insurance company. Guarantees are not government-backed or provided by Annuity.com, Inc. Product availability varies by state. Annuities may not be suitable for everyone.

Annuity.com, Inc. is a licensed insurance agency. National Producer Number (NPN): 21086345. Licensed in all states where required by law. Doing business in Florida and California as "Annuity.com Insurance Marketing," CA License No. 6013124. In New York, licensed as Annuity.com Insurance Solutions, License No. LA-1860109. Full disclosures at safemoneyradio.com.

Book Your Free Retirement Clarity Session.