Apr 27, 2022
In this episode, The Annuity Man discussed:
- Social security is a lifetime income stream
- The annuity that most are unaware of
- Your pension is your third annuity
- Do you still need an annuity then?
Key Takeaways:
- The first annuity that you already own is Social Security. By definition, Social Security is a...
Apr 26, 2022
In this episode, The Annuity Man and Amanda-Jo Wilt discuss:
- Your most important asset
- Removing the barriers to health
- Weight acceptance and promoting health
- The problem with alcohol
Key Takeaways:
- Your overall most important asset is your health. Invest in it, or you’ll lose out on enjoying...
Apr 20, 2022
In this episode, The Annuity Man discussed:
- Why do they sell you indexed annuities?
- Letting CPAs stay in their lane
- Listening to the right people
- No good reason to sell
Key Takeaways:
- Your CPA should not be involved in financial advice. There is a reason why they often sell indexed annuities, and that’s...
Apr 19, 2022
In this episode, The Annuity Man and Steve Vernon discuss:
- The Scrooge McDuck Syndrome
- Facing your reality
- Focusing on the future
- Maximizing your social security
Key Takeaways:
- The problem with decumulation is foremost a psychological one. People feel better seeing that account with money sitting there, but...
Apr 13, 2022
In this episode, The Annuity Man discussed:
- What are interest rates?
- Payout rates and lifetime income
- Focusing on the monthly income
- You can’t beat the annuity companies
Key Takeaways:
- Interest rates have to do with multi-year guarantee annuities, the annuity industry’s version of a CD. You will be locked in...