Jul 26, 2023
In this episode, The Annuity Man discussed:
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Automating your income
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Establishing an automated income stream
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Reverse-engineering your income goal
Key Takeaways:
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Automating your income is about creating more income floor to add to your lifetime income stream with Social Security which increases with...
Jul 19, 2023
In this episode, The Annuity Man discussed:
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How are six-pack abs and market returns similar?
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How to have six-pack abs and market returns
Key Takeaways:
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Six-pack abs are similar to market returns. In both of them, you have to have realistic expectations and be wary of people that pitch you instant and...
Jul 18, 2023
In this episode, The Annuity Man and Adam Van Wie discuss:
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Expectations versus reality
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The future of work
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Millionaire next door
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Inflation is customizable
Key Takeaways:
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Right now, there’s a bit of a disconnect between the market and people’s expectations. This happens more often than you think, as...
Jul 12, 2023
In this episode, The Annuity Man discussed:
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Types of advisors you should avoid
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Things that discredit a financial advisor
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Don’t let an advisor bully you
Key Takeaways:
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There are a lot of great financial advisors who utilize empathy to serve your best interests. However, some believe they control the...
Jul 5, 2023
In this episode, The Annuity Man discussed:
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The Annuity PILL
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Upfront bonuses
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Keep it short and simple
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Transferring your annuity to another company
Key Takeaways:
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PILL stands for principal protection, income for life, legacy, and long-term care. When buying annuities, you should look for guarantees and...