Jun 29, 2021
In this episode, The Annuity Man and Dennis Miller discusses:
- What ROMEO is and how it influences Dennis and his writing.
- Why inflation is a personal thing.
- Diversifying for income guarantee and reducing risk.
- Answering the questions Dennis’s readers are asking.
Key Takeaways:
- You must diversify if you are...
Jun 22, 2021
In this episode, The Annuity Man discusses:
- How the COVID19 pandemic has affected retirement plans.
- The Retirement Watch newsletter and how it can help you.
- What DC is doing that can affect retirement.
- Inflation and adding inflation hedges to your portfolio.
Key Takeaways:
- While the focus of retirement...
Jun 15, 2021
In this episode, The Annuity Man and John Lenz discuss:
- Spendthrift planning.
- Customizing the annuity contracts to achieve the specific goals you have in mind.
- Medicaid planning using annuities.
- Nonqualified stretch plans.
Key Takeaways:
- There is nothing magical about the ability to manage money. It can be...
Jun 8, 2021
In this episode, The Annuity Man and Bill Black discuss:
- What is happening in the life insurance space (especially during the current pandemic).
- How interest rates affect life insurance policies.
- Benefits of life insurance to the beneficiaries.
- What to watch out for in the sales pitch world of life...
Jun 1, 2021
In this episode, The Annuity Man discusses:
- The historical journey of indexed annuities and how they’ve gotten to where they are today.
- The questions to ask your advisor about your indexed annuities.
- The golden rule of annuities - they have the gold, so they make the rules.
- The problems with...