Mar 30, 2021
In this episode, The Annuity Man discusses:
- Why we don’t care about the cash flow percentage that other sites put by their numbers.
- The best immediate annuities...and why they differ for everyone.
- Income floor vs. cash flow.
- Annuities as confidence products.
Key Takeaways:
- Annuity companies have the big...
Mar 23, 2021
In this episode, The Annuity Man discusses:
- What the 4% Rule is and how it affects you.
- Annuities are the only product that can provide a lifetime income stream.
- Figuring out what you need per month to know what your withdrawal strategies need to be.
- Understanding what you’re buying before you sign...
Mar 16, 2021
In this episode, The Annuity Man discusses:
- The different types of annuities and how they can work for you in retirement.
- Understanding your specific goals and needs.
- Customizing your annuity for your individual needs.
- Combining an income floor with your social security.
Key Takeaways:
- Upfront bonuses are...
Mar 9, 2021
In this episode, The Annuity Man discusses:
- The original purpose of a variable annuity.
- The mess that has been caused by Transamerica now taking over these Vanguard annuities.
- Being careful about companies offering upfront bonuses on annuities.
- Holding on and not making rash decisions.
Key Takeaways:
Mar 2, 2021
In this episode, The Annuity Man discusses:
- How to know if you even need an annuity.
- Shopping all carriers for your specific situation.
- The 5 choices when you have a fixed index annuity with an income rider.
- Test-driving your annuity.
Key Takeaways:
- There is no rush to buy an annuity, only to understand it.