Jan 25, 2022
In this episode, The Annuity Man and John Lenz discuss:
- What does laddering mean?
- Lowering risk until it’s nonexistent
- Hybridization of annuities
- Annuity industry standards
Key Takeaways:
- Laddering is when you commit to pushing out your money when it becomes liquid into the long end of your ladder and...
Jan 18, 2022
In this episode, The Annuity Man and Ellie Saul discuss:
- The difference between medicare and medicaid
- Selling and educating
- Being on guard for misinformation
- Getting the most out of your medicare
Key Takeaways:
- Medicare is health care for people who are 65 or older, or someone who had a permanent disability for...
Jan 11, 2022
In this episode, The Annuity Man discusses:
- How the application process has changed with changing and evolving technologies.
- Putting your trust and money with the carrier (and choosing your carrier wisely).
- Time frames on buying an annuity.
- Frustrations in the application and annuity process.
- The future of direct...
Jan 4, 2022
In this episode, The Annuity Man and Michael Finke discuss:
- Two choices in retirement
- The worst case scenario in retirement
- Thrift is good until it isn’t
- Difference between annuities and investments
Key Takeaways:
- There’s only two things you can do with your money in retirement - spend the money and live...