Oct 9, 2024
In this episode, The Annuity Man discussed:
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How to use Indexed Annuities efficiently
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The two sides of an indexed annuity
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Focusing on what annuities really do
Key Takeaways:
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Indexed Annuities can be used as an efficient delivery system for Income Riders, which provides guaranteed lifetime income.
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There...
Oct 8, 2024
In this episode, The Annuity Man and Pam Krueger discuss:
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Finding fiduciary financial advisors
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Customizing an annuity according to your goal
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Rejecting pushy pitches from agents
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Avoiding costly mistakes through education
Key Takeaways:
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Seek independent, fee-only, fiduciary advisors focused solely on...
Oct 2, 2024
In this episode, The Annuity Man discussed:
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Pragmatic approach to financial planning
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How annuities are primarily priced
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Four primary benefits of annuities
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Closing the gap with annuities
Key Takeaways:
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Prepare for either party leadership scenarios to ensure financial stability. Approach financial...
Sep 25, 2024
In this episode, The Annuity Man discussed:
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How different your life could be with more money
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Retiring from work and the markets
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Investing safely and smartly
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Living off of guarantees
Key Takeaways:
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People in the news and most financial advisors will tell you always to keep money in the markets, but you...
Sep 24, 2024
In this episode, The Annuity Man discussed:
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Ensuring a stable retirement regardless of politics
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How annuities are priced
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Planning for political uncertainty
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Tailoring annuities to your financial goals
Key Takeaways:
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Annuities provide a guaranteed income floor regardless of political outcomes. Take...