Apr 24, 2024
In this episode, The Annuity Man discussed:
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The value of annuities for lifetime income planning
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Laddering strategy with annuities
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Placing an annuity inside a trust
Key Takeaways:
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When it comes to planning for lifetime income, annuities can be a valuable tool. However, it's essential to approach...
Apr 23, 2024
In this episode, The Annuity Man and Gary Baker discuss:
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The Secure Act's role in making annuities more accessible within 401(k) plans
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Lifetime guaranteed income options within 401(k) target date funds
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The widespread inclusion of lifetime income options
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How annuities can alleviate pressure on Social Security
Apr 17, 2024
In this episode, The Annuity Man discussed:
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Annuities are contracts
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The perfect time to buy an annuity
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You can’t time contracts
Key Takeaways:
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There is no "sweet spot" to purchase annuities, as all types have contractual guarantees that should be analyzed. Remember that annuities are contracts,...
Apr 10, 2024
In this episode, The Annuity Man discussed:
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What annuities solve for
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Transfer of risk
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The three phases of retirement
Key Takeaways:
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Annuities solve for PILL: Principal protection, Income for life, Legacy, and Long-term care. There’s no G for growth, or R for Returns. If you want growth and returns, do...
Apr 9, 2024
In this episode, The Annuity Man and Jamie Hopkins discuss:
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ROS - Return on Sleep
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From an accumulation to a decumulation mindset
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Living your retirement meaningfully
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Changing your relationship with money
Key Takeaways:
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People often don’t care about optimal, people care about being happy. Giving people...