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“Fun With Annuities” The Annuity Man Podcast

Aug 31, 2021

In this episode, The Annuity Man and Owen Schrum discuss: 

  • The Retirement Crisis
  • The Free Paradigm
  • Unteaching things that people thought wrong
  • Growth and guarantees - the truth about Structured Investments 


Key Takeaways: 

  • The retirement crisis cannot be solved by Social Security, you have to be the one to save yourself from this crisis with strategy, sound planning and smart investment. 
  • Don’t be fooled - there is no “free lunch”. If it sounds too good to be true, it most likely is. 
  • The secret to retiring happy isn’t a secret at all: have a diversified portfolio that fits your risk profile. 
  • Some people will sell you what they think you want and often all they’re selling is dreams. 


"They called it the ‘Crisis in Retirement in America’... 68% of people over 60 are not going to have sufficient money to live on when they retire..." —  Owen Schrum


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