Jul 31, 2024
In this episode, The Annuity Man discussed:
Creating a solid income floor for retirement
Considering your income
Many ways to create income
Key Takeaways:
Going into chapter two of your life, you have to do your own thing. Stop keeping score. You’ve already won the game, you already have enough money,...
Jul 30, 2024
In this episode, The Annuity Man and Rick Ferri discuss:
Outperforming 90% of investors
Developing a simple portfolio
Five ways to improve your portfolio
Facing the risks
Key Takeaways:
Investing is not as difficult as others would have you believe. The best way to invest is to keep things simple; the...
Jul 24, 2024
In this episode, The Annuity Man discussed:
Not everyone needs to be exposed
Bonds and market volatility
Looking into lifetime income
Questions to ask your advisor
Key Takeaways:
Financial advisors tend to advise their clients to do 60% equity and 40% bond split or that they always have some exposure,...
Jul 17, 2024
In this episode, The Annuity Man discussed:
Bonuses are not the true benefits
Unethical practices that rush an annuity sale
Focus on what really matters
Key Takeaways:
Upfront bonuses are merely a part of the contract rather than the true benefits they seem to be. Focus instead on the lifetime income...
Jul 16, 2024
In this episode, The Annuity Man and Jason Fichtner discuss:
Preparing for depletion
Preaching to a hurricane
Maximizing returns and minimizing risks
The real danger zone
Key Takeaways:
There’s going to be depletion in combined trust funds in 2024. In response to this, you can delay claiming your...