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“Fun With Annuities” The Annuity Man Podcast

May 31, 2022


In this episode, The Annuity Man and Roger Whitney discuss: 

  • The two retirement crises
  • Balancing on the teeter-totter
  • Before going into fancy tactical stuff
  • Focusing on what you can control 


Key Takeaways: 

  • There are two retirement crises: one is when people don’t have enough money to pay the bills when they...

May 25, 2022

In this episode, The Annuity Man discussed: 

  • You can’t hate all annuities 
  • Who invented PIGs? 
  • The four PIGs 
  • Adding to your income floor 


Key Takeaways: 

  • Just to recap, you already have an annuity, and there’s no way you could hate all annuities when there are a lot of kinds out there. 
  • The Romans invented the...

May 24, 2022

 In this episode, The Annuity Man and Heather Schreiber discuss: 

  • Insolvency in the future 
  • When should you claim? 
  • Consulting with experts 
  • Collecting survivor benefits


Key Takeaways: 

  • Somewhere in the years 2034 and 2035, social security will experience insolvency if nothing changes in the present. This is not as...

May 18, 2022

In this episode, The Annuity Man discussed: 

  • Financial racism/classism in the annuity industry
  • The responsibility of companies 
  • Don’t rush buying an annuity 
  • Hiring a trustworthy expert 


Key Takeaways: 

  • Financial racism/classism is going on in the industry these days. People who have worked their whole life...

May 17, 2022

In this episode, The Annuity Man and Rick Ferri discuss: 

  • Outperforming 90% of investors 
  • Developing a simple portfolio 
  • Five ways to improve your portfolio
  • Facing the risks


Key Takeaways: 

  • Investing is not as difficult as others would have you believe. The best way to invest is to keep things simple; the fewer...