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“Fun With Annuities” The Annuity Man Podcast

Jul 20, 2021

In this episode, The Annuity Man and Dana Anspach discuss: 

  • Juicing your retirement money
  • How can you know if you’re “retirement-ready”
  • What are some things you have to consider when setting up your retirement plan
  • The four percent rule


Key Takeaways: 

  • Don’t underestimate what more you can juice from your retirement plan. You might very well end up with hundreds of thousands of dollars by the end of it. 
  • You need to know what the risk factors are in the decumulation phase. 
  • Calculating the bigger picture of your retirement will help you make decisions that increase your probability of success and have peace of mind in the future. 
  • Reality is that you can’t spend just a solid percentage in your retirement fund, there are circumstances that  would have to be accounted for - like needing to buy a car, or having a health issue in the family. 


"People are so focused on accumulating assets, which is relatively easy compared to the math you have to solve when you start drawing money out.” —  Dana Anspach


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