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“Fun With Annuities” The Annuity Man Podcast

Jun 29, 2021

In this episode, The Annuity Man and Dennis Miller discusses: 

  • What ROMEO is and how it influences Dennis and his writing. 
  • Why inflation is a personal thing. 
  • Diversifying for income guarantee and reducing risk. 
  • Answering the questions Dennis’s readers are asking. 


Key Takeaways: 

  • You must diversify if you are going to survive as a retiree and not rely solely on any one income stream, including Social Security. 
  • Plan for Social Security, in some form, but when you’re running the numbers it is not a guaranteed number. 
  • Once you retire, your mindset towards money changes. 
  • If it sounds too good to be true, you’re better off continuing to do your research. 


"I took annuities, CDs, bonds, dividend paying stocks, preferred dividend paying stocks, and I sliced every one of those just to what was really guaranteed. Are they guaranteed to beat inflation? What I'm telling my readers today is, if you're going to survive as a retiree and make your money last, you've got to diversify and combine them." —  Dennis Miller


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