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“Fun With Annuities” The Annuity Man Podcast

May 29, 2024

In this episode, The Annuity Man discussed: 

  • The four primary annuity types for lifetime income

  • There’s no ROI until you die with lifetime income annuities

  • Two important questions to consider when buying annuities 

 

Key Takeaways: 

  • There are four primary annuity types providing lifetime income: Single...


May 22, 2024

In this episode, The Annuity Man discussed: 

  • The pricing mechanism of annuity products 

  • Annuities are commodity products 

  • Buy only the products that you understand 

 

Key Takeaways: 

  • Annuity pricing is primarily based on life expectancy, with interest rates playing a secondary role. Another key factor in...


May 21, 2024

In this episode, The Annuity Man and Roger Whitney discuss: 

  • The two retirement crises

  • Balancing on the teeter-totter

  • Before going into fancy tactical stuff

  • Focusing on what you can control 

 

Key Takeaways: 

  • There are two retirement crises: one is when people don’t have enough money to pay the bills...


May 15, 2024

In this episode, The Annuity Man discussed: 

  • Focusing on guarantees 

  • The best annuity 

  • Finding the annuity best suited for you 

 

Key Takeaways: 

  • Annuities are financial products that can provide a steady stream of income during retirement, but they come with both benefits and limitations. It's essential...


May 8, 2024

In this episode, The Annuity Man discussed: 

  • Don’t time the market when buying annuities

  • The cost of waiting for the perfect moment 

 

Key Takeaways: 

  • Don’t time the market when buying annuities. Instead of trying to find the perfect moment, determine whether you actually need an annuity by asking yourself...