Thursday Jul 03, 2025

Tracy Lownsberry: Focusing on Right Now Instead of A 10 Year Plan

Today we welcome Tracy Lownsberry. From his humble childhood in Michigan to becoming the leading annuity expert in the United States, Tracy's story is anything but predictable.  He shares why he believes the annuity industry needs to be fixed and how he thinks about the future. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

 

Hosted by Dillon Kazemi and Montel Hawkins.

 

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

 

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.

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