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...
Mar 20, 2024
In this episode, The Annuity Man discussed:
The standard of a fiduciary
Your retirement is not a game
Annuities as guarantees and as commodities
Key Takeaways:
Be wary of people in the annuity industry who sell one product to every type of person. In most cases, the product they’re selling is the...
Mar 13, 2024
In this episode, The Annuity Man discussed:
Buying contractual guarantees
Keeping it simple with annuities
Annuities that adjust for inflation
Key Takeaways:
Buy annuities only for their contractual guarantees. Don’t buy an annuity for hypothetical, theoretical, back-tested returns. Don’t buy an...
Mar 12, 2024
In this episode, The Annuity Man and Andy Panko discuss:
How advisors should construct their fees
The complexity of decumulation
Making the plan as good as it can be
Cryptocurrency is a lottery ticket
Key Takeaways:
The work isn’t linear to the asset size; advisors shouldn’t make more money just...