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“Fun With Annuities” The Annuity Man Podcast

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...