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“Fun With Annuities” The Annuity Man Podcast

May 31, 2023

In this episode, The Annuity Man discussed: 

  • Buying an annuity that you understand 

  • Annuities aren’t one-size-fits-all

  • How to know if you understand a product 

 

Key Takeaways: 

  • When buying an annuity, remember that if a product sounds too good to be true, it is every single time. There are also annuities...


May 24, 2023

In this episode, The Annuity Man discussed: 

  • What is a life-only lifetime income stream? 

  • How you can choose where your money goes when you die

  • The many ways that you can structure an annuity 

 

Key Takeaways: 

  • People who complain that annuities are bad because the money goes poof when the policyholder dies...


May 23, 2023

In this episode, The Annuity Man and Owen Schrum discuss: 

  • The interconnectivity of financial structures 

  • How a hard recession could be avoided 

  • Annuity companies are more regulated than banks 

  • Positive trends in the economy 

 

Key Takeaways: 

  • Inflation, the debt limit, the Federal Reserve, and the markets...


May 17, 2023

In this episode, The Annuity Man discussed: 

  • The difference between lifespan and health span and the ultimate currency 

  • Don’t waste your time 

  • How annuities can help you maximize your time 

  • The purpose of life 

 

Key Takeaways: 

  • Lifespan is how long we're going to live. Health span is how long we're going...


May 10, 2023

In this episode, The Annuity Man discussed: 

  • A simulation doesn’t provide contractual guarantees 

  • Contractual guarantees for your chapter two 

  • You’ve more than earned the right to finally live your life 

 

Key Takeaways: 

  • Don’t fall for what a Monte Carlo simulation shows; it doesn’t prove anything....