Jun 22, 2022
In this episode, The Annuity Man discussed:
- Not everyone needs to be exposed
- Bonds and market volatility
- Looking into lifetime income
- Questions to ask your advisor
Key Takeaways:
- Financial advisors tend to advise their clients to do 60% equity and 40% bond split or that they always have some exposure, but it...
Jun 21, 2022
In this episode, The Annuity Man and Sheryl Garrett discuss:
- The role of a financial planner
- How the industry should be
- Hiring the right planner
- Being aggressive with cash flow
Key Takeaways:
- Many personal, financial, economic, and psychological things are coming together all at once. The planner’s role is...
Jun 15, 2022
In this episode, The Annuity Man discussed:
- Never, ever “sign now, decide later”
- How agents give annuities a bad name
- The trouble is not worth it
- There's never a time for urgency
Key Takeaways:
- Never, ever “sign now, decide later.” If anybody pitches something that sounds too good to be true, it probably...
Jun 14, 2022
In this episode, The Annuity Man and Adam Van Wie discuss:
- Being both analytical and tactical
- Does the market care about politics?
- Putin-proofing and pandemic-proofing your investments
- Two questions to ask your advisor
Key Takeaways:
- You need to be analytical and strategic, investing in the long-term while at...
Jun 8, 2022
In this episode, The Annuity Man discussed:
- How do annuity agents get paid?
- Your two choices for lifetime income
- The downside to deferred income annuities and indexed annuities
- Explaining MYGA 2 SPIA to a nine-year-old
Key Takeaways:
- In every annuity type, commissions are built into the policy, hidden from...