Oct 26, 2022
In this episode, The Annuity Man discussed:
- Dating your annuity company
- Marrying your company for lifetime income
- What do you want your money to do contractually?
- Dating MYGAs to peel of interest
Key Takeaways:
- Dating a company means that we’re only going to be there for a specific duration. With multi-year...
Oct 25, 2022
In this episode, The Annuity Man and Rick Ferri discuss:
- The Bogle-Head philosophy in investing
- Access to good financial advice
- The urgency of getting serious with retirement
- Implementing a plan for your own life
Key Takeaways:
- Keep it simple, keep it low cost, and keep it low tax. Use index funds when you can...
Oct 19, 2022
In this episode, The Annuity Man discussed:
- Market dreams kill retirement plans
- It’s time for you to live your life
- Do you have a plan in place?
- Chasing the markets is nonsense
Key Takeaways:
- Advisors are telling people to stay the course but that’s easy to say when it’s not their money that’s on...
Oct 12, 2022
In this episode, The Annuity Man discussed:
- Annuities have a lot of types
- Protecting the principal
- Buying an annuity can be your last resort
- You need a contractual guarantee
Key Takeaways:
- There are many types of annuities. There are Multi-Year Guarantee Annuities which is the industry's version of a CD....
Oct 11, 2022
In this episode, The Annuity Man and Branislav Nikolic discuss:
- Always look for the better deal
- Annuities are not an investment
- Clearing the market before buying
- Don’t buy the hope; buy the guarantee.
Key Takeaways:
- Don’t let someone show you just one product; shop them all because there’s always one better...