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“Fun With Annuities” The Annuity Man Podcast

Oct 19, 2021

In this episode, The Annuity Man and Loren Feldman discuss: 

  • Entrepreneurs and retirement 
  • Investing for business owners
  • Passion and confidence on business
  • Measuring your risk


Key Takeaways: 

  • Plan for the next chapter. Retirement brings about many opportunities that would otherwise be difficult or impossible. 
  • Many entrepreneurs love taking risks but being smart about your money means making informed decisions that take into consideration risk-transfer and investment. 
  • Passion is essential but not sufficient when getting a business to take off. 
  • You don't want to go straight from chapter 2 to chapter 11 - take time to plan out the venture you’re about to start and measure the risks you're about to take. 


“You wanna listen but then do what you’re about to do. Listen to everybody who’s opinion you respect - when I say listen, I don’t mean follow their advice." —  Loren Feldman


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