Sep 28, 2021
In this episode, The Annuity Man and Mr. FIA-X discuss:
- Running away from lies and half-truths
- “Guaranteed increasing income” and other misleading statements
- Knowing how much you’ll really earn
- Why people choose annuities
Key Takeaways:
- If anybody tells you that what they’re selling has “no...
Sep 21, 2021
In this episode, The Annuity Man and John Lenz discuss:
- How people reacted to the new payroll tax rule for LTC in Washington state.
- Live, die, quit - find out what that means
- Making mathematical decisions for your retirement
Key Takeaways:
- Live, die, quit. If you live, and you need long term care services,...
Sep 14, 2021
In this episode, The Annuity Man and Kerry Pechter discuss:
- What is the Bermuda Triangle Strategy?
- How the Bermuda Triangle Strategy will affect you.
- The problem with the annuity industry.
- Prioritizing the consumer over anything.
Key Takeaways:
- The points of the triangle are: a life/annuity company with large...
Sep 7, 2021
In this episode, The Annuity Man and Chuck Jaffe discuss:
- Some good examples of bad investments
- Issues with cryptocurrency
- Understanding indexed annuities
- Interest rates and inflation
Key Takeaways:
- Some investments are unjustifiable and unnecessary.
- Cryptocurrency isn’t that different from gift checks,...