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“Fun With Annuities” The Annuity Man Podcast

Oct 26, 2021

In this episode, The Annuity Man and Jamie Hopkins discuss: 

  • ROS - Return on Sleep
  • From an accumulation to a decumulation mindset
  • Living your retirement meaningfully 
  • Changing your relationship with money 


Key Takeaways: 

  • People often don’t care about optimal, people care about being happy. Giving people a good...

Oct 19, 2021

In this episode, The Annuity Man and Loren Feldman discuss: 

  • Entrepreneurs and retirement 
  • Investing for business owners
  • Passion and confidence on business
  • Measuring your risk


Key Takeaways: 

  • Plan for the next chapter. Retirement brings about many opportunities that would otherwise be difficult or impossible. 
  • Many...

Oct 12, 2021

In this episode, The Annuity Man and Wade Pfau discuss: 

  • Success in retirement
  • RISA - Retirement Income Style Awareness
  • Funding long-term care
  • Reverse mortgages and risk pooling


Key Takeaways: 

  • Retirement doesn't only mean stopping work, it's about being able to do what you want. 
  • Three retirement strategies: Total...

Oct 5, 2021

In this episode, The Annuity Man and Dan Prescher discuss: 

  • Planning for travelling internationally
  • Travelling internationally as a lifestyle change
  • Minimalism and happiness 
  • Joining communities abroad


Key Takeaways: 

  • Research is the key, start by ruthlessly profiling yourself and ask yourself what you can do...