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...