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“Fun With Annuities” The Annuity Man Podcast

Dec 29, 2020

In this episode, The Annuity Man discusses: 

  • Investors vs annuity buyers. 
  • Understanding the contractual guarantees and making sure they work for you. 
  • Annuities are life expectancy based - you can’t time that. 
  • The things you can’t time and why they shouldn’t affect your choice of buying an annuity. 

 

Key...


Dec 22, 2020

In this episode, The Annuity Man discusses: 

  • Having money in the stock market (even if you don’t have or need an annuity).
  • Why you should be in the stock market, either managing yourself or having someone manage it for you. 
  • Understanding if you need an annuity and how to allocate and proportion your money. 


Dec 15, 2020

In this episode, The Annuity Man discusses: 

  • What a 401K is and how it affects your retirement. 
  • Market growth versus contractual guarantees. 
  • Shopping annuities like you shop for plane tickets. 
  • Understanding proportion and allocation. 

 

Key Takeaways: 

  • What do you want the money to contractually do? When do you...


Dec 8, 2020

In this episode, The Annuity Man discusses: 

  • Laddering for principal protection vs. Laddering for lifetime income. 
  • The customizable nature of laddering annuities. 
  • What is looked at and strategies for laddering depending on what you want the contractual guarantee to do. 
  • Addressing inflation. 

 

Key Takeaways: 


Dec 1, 2020

In this episode, The Annuity Man discusses: 

  • How life insurance and annuities differ, despite being sold by the same companies. 
  • The variance in the death benefits between life insurance and annuities. 
  • Ways in which life insurance and annuities can work together. 
  • Knowing what your goal is when buying life insurance...