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“Fun With Annuities” The Annuity Man Podcast

May 31, 2022


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 when they can’t work anymore. The other crisis is for people with many resources and options but doesn’t know the right thing to do. 
  • On the one hand, you should start having your best life today, and on the other hand, you also want to make sure that you’ll be alright when you live until 80 or 90. There’s tension between those two things, you’re standing in the middle of it all, and you have to cover yourself on both accounts. 
  • Start with what you want, then create a strategy that will make that feasible. Make it resilient so that you don’t get knocked off course and get too fancy tactics. 
  • Don’t waste your life trying to predict the future or reacting to every event. Instead, focus on things that will be useful to you, like building functional health - health that will enable you to spend time with family freely. 


"The majority of planning which feeds the mindset of this very uncertain world is always gonna default to denying today, and that’s not right because tomorrow isn’t promised to anyone. You gotta be a good steward. " —  Roger Whitney.



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