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“Fun With Annuities” The Annuity Man Podcast

Mar 30, 2022

In this episode, The Annuity Man discussed: 

  • The CBDC initiative 
  • The taxing of cryptocurrency 
  • Cryptocurrency is not going away 
  • How blockchain can affect annuities in the future 


Key Takeaways: 

  • Putin using cryptocurrency to thwart US banking has led the administration to be aggressive with going in the direction...

Mar 29, 2022

In this episode, The Annuity Man and Charles Rotblut discuss: 

  • Creating your own financial plan 
  • Finding your real risk tolerance 
  • History repeats itself 
  • Crypto is purely speculative 


Key Takeaways: 

  • Prioritize your goals, recognize your risk tolerance, and identify your investment management preferences. Don’t...

Mar 23, 2022

In this episode, The Annuity Man discussed: 

  • Annuities are customizable 
  • An example of life with cash refund 
  • What does it mean to get a joint-life policy
  • Options and choices when getting an annuity 


Key Takeaways: 

  • A life-only contract means that the annuity company is on the hook to pay as long as you’re...

Mar 22, 2022

  In this episode, The Annuity Man and Andy Panko discuss: 

  • How advisors should construct their fees 
  • The complexity of decumulation 
  • Making the plan as good as it can be
  • Cryptocurrency is a lottery ticket 
  Key Takeaways: 
  • The work isn’t linear to the asset size; advisors shouldn’t make more money just because...

Mar 16, 2022

In this episode, The Annuity Man discussed: 

  • What are Black Swan Events? 
  • How current events affect everything 
  • Making a decision solely for your life 
  • Considering guarantees always 


Key Takeaways: 

  • When something strange happens, something you’re not prepared for, something you’re not used to seeing, or...