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“Fun With Annuities” The Annuity Man Podcast

Apr 10, 2024

In this episode, The Annuity Man discussed: 

  • What annuities solve for 

  • Transfer of risk 

  • The three phases of retirement 

 

Key Takeaways: 

  • Annuities solve for PILL: Principal protection, Income for life, Legacy, and Long-term care. There’s no G for growth, or R for Returns. If you want growth and returns, do...


Apr 9, 2024

In this episode, The Annuity Man and Jamie Hopkins discuss: 

  • ROS - Return on Sleep

  • From an accumulation to a decumulation mindset

  • Living your retirement meaningfully 

  • Changing your relationship with money 

 

Key Takeaways: 

  • People often don’t care about optimal, people care about being happy. Giving people...


Apr 3, 2024

In this episode, The Annuity Man discussed: 

  • The best inflation annuity on the planet. 

  • The second annuity you already own 

  • RMDs are an annuity payment 

 

Key Takeaways: 

  • Annuities that adjust for inflation offered by the private sector have their initial payments drastically lowered to make up for the index...


Mar 27, 2024

In this episode, The Annuity Man discussed: 

  • What retirement is all about 

  • The ducks that you may already have

  • Annuity income ducks 

 

Key Takeaways: 

  • Retirement, or chapter two of your life, is the time that you need money hitting the bank account so that you can go live your life. This chapter is going to be...


Mar 26, 2024

In this episode, The Annuity Man and Marcia Mantell discuss: 

  • The value of simplicity in understanding financial concepts

  • Getting ready for the emotional aspect of retirement 

  • The key to financial success in retirement 

  • The importance of creating an estate plan 

 

Key Takeaways: 

  • If you can’t explain a...