Dec 5, 2023
In case you missed it, I have decided to circle back to one of my Fun With Annuities episodes that just cannot be missed. This one has annuity gold, and it is definitely a must-listen.
In this episode, The Annuity Man and Moshe Milevsky discuss:
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The problem with annuities
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What’s a tontine?
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How income...
Nov 29, 2023
In this episode, The Annuity Man discussed:
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Claiming your social security
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You can’t time annuities
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Three phases of retirement
Key Takeaways:
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Social security payments get higher if you wait until 70 because you’re older which means that your life expectancy is less, meaning that there are...
Nov 22, 2023
In this episode, The Annuity Man discussed:
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Owning an annuity for what it will do
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Annuities are a commodity product
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Don’t swallow the pitch
Key Takeaways:
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You should own an annuity for what it will do, not what it might do. When you strip down annuities to the contractual guarantees, only then will it...
Nov 21, 2023
The holidays are here, and so is this fan-favorite throwback! Take a trip down memory lane with this re-uploaded video - the perfect way to celebrate the break.
In this episode, The Annuity Man and Wade Pfau discuss:
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Retirement Income Style Awareness (Risa) framework
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Wade’s different viewpoint on retirement
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4%...
Nov 15, 2023
In this episode, The Annuity Man discussed:
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Explain your annuity to a nine-year-old
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Why annuities seem complicated
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Ask for contractual guarantees
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Don’t buy an annuity for market return
Key Takeaways:
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You should be able to explain the annuity that you’re getting ready to buy or considering buying to...