Apr 17, 2024
In this episode, The Annuity Man discussed:
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Annuities are contracts
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The perfect time to buy an annuity
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You can’t time contracts
Key Takeaways:
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There is no "sweet spot" to purchase annuities, as all types have contractual guarantees that should be analyzed. Remember that annuities are contracts,...
Apr 10, 2024
In this episode, The Annuity Man discussed:
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What annuities solve for
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Transfer of risk
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The three phases of retirement
Key Takeaways:
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Annuities solve for PILL: Principal protection, Income for life, Legacy, and Long-term care. There’s no G for growth, or R for Returns. If you want growth and returns, do...
Apr 9, 2024
In this episode, The Annuity Man and Jamie Hopkins discuss:
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ROS - Return on Sleep
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From an accumulation to a decumulation mindset
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Living your retirement meaningfully
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Changing your relationship with money
Key Takeaways:
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People often don’t care about optimal, people care about being happy. Giving people...
Apr 3, 2024
In this episode, The Annuity Man discussed:
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The best inflation annuity on the planet.
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The second annuity you already own
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RMDs are an annuity payment
Key Takeaways:
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Annuities that adjust for inflation offered by the private sector have their initial payments drastically lowered to make up for the index...
Mar 27, 2024
In this episode, The Annuity Man discussed:
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What retirement is all about
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The ducks that you may already have
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Annuity income ducks
Key Takeaways:
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Retirement, or chapter two of your life, is the time that you need money hitting the bank account so that you can go live your life. This chapter is going to be...