Military Retirement States, Annuities, and Financial Lessons from History

Happy 250th Birthday, America!

In this special Independence Day episode, Rob Moore and Omen Quelvog celebrate America's founding while tackling two topics every military family should think about: whether annuities deserve a second look in today's interest rate environment and which states are truly the best places for military retirees to call home. Along the way, they mix in fascinating stories from American financial history, a little friendly debate, and plenty of patriotic fun.

🔗 Connect with us!

• Book a meeting with Omen
• Book a meeting with Rob
• Check out our sponsors - MFAA

🎙️ In This Episode: US Independence Day & America's 250th

• A look back at the events leading to July 4, 1776

💰 Annuities: Better Than They Used to Be?

• Why rising interest rates have increased annuity payouts
• The difference between an investment and an insurance product

🏅 Best States for Military Retirees

Rob and Omen review WalletHub's 2026 rankings and share their own opinions.

🎯 Key Takeaways

1. Higher interest rates have improved annuity payouts, but that doesn't mean annuities are right for everyone.
2. The best retirement state is the one that fits your goals, finances, family, and lifestyle—not just a ranking.
3. Where you retire may be one of the biggest financial decisions you'll make after military service.

🧠 Trivia Question

John Adams and Thomas Jefferson both died on the same day— Can you name the date before hearing the answer?

🔗 Resources Mentioned

• The Military Money Show Episode 393: "Annuities Explained Without the Sales Pitch"

📬 Connect With Us

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