Annuity Watch USA

Annuity Watch USA

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05/22/2026

This week, we’re joined by Nolan Baker, our Blue Chip Income Fund Manager, for a great conversation around income-focused strategies and market insights.
📻 Listen live this weekend for the full conversation:
News Talk 820 WBAP - Sundays 11:00am – 12:00pm, 4:00pm – 5:00pm
570 KLIF - Sundays 12:00pm-1:00pm
1080 KRLD - Saturdays 9:00am-10:00am, Sundays 12:00pm-1:00pm

We've All Heard the Buzz About Roth Conversions — But Here's the Reality 05/07/2026

Roth conversions are a popular buzzword in financial circles, but they’re not a one-size-fits-all solution.

In her latest Kiplinger Personal Finance article, President and CEO Cathy DeWitt Dunn explains why, and how to decide whether a conversion is right for you.

For more of Cathy’s insights, you can read the full article below!

We've All Heard the Buzz About Roth Conversions — But Here's the Reality Roth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they aren't the best move for everyone.

03/26/2026

Planning on taking a vacation this year?

President and CEO Cathy DeWitt Dunn joined WFAA to share travel tips to help you save and stay on budget for your next trip. https://youtu.be/DlwqIN8Ywag

02/23/2026

Cathy joins Cleo Greene in studio on NBC DFW TX Today to discuss the best way to get started on your retirement plan as well as ways to ensure your current plan is working for you! Tune in Monday 2/23/26 at 11:30am CST!

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