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“Fun With Annuities” The Annuity Man Podcast

May 17, 2022

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 fewer moving parts, the better. 
  • Develop a simple portfolio that will hold four funds, two stock funds, and two bond funds. The bond funds have to be some fixed income type of allocation, while on the stock side, you do a stock market index fund and a total international fund. 
  • Are you going to be active or passive? Select a portfolio strategy. Determine whether you’re going to be aggressive or conservative and assess if you need a higher rate of return and if you can handle high volatility. 
  • In bad times, remember that “this too shall pass.” Investing doesn’t come without risk. Everything in life has risks. Even burying your money has a risk; inflation will eat away at its value. It’s better just to face the risk.


"The idea is simplicity. Be simple, be low-cost, be consistent, stay the course, be tax-efficient." —  Rick Ferri.


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