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“Fun With Annuities” The Annuity Man Podcast

Dec 28, 2021

In this episode, The Annuity Man and Mr. FIA-X discuss:  

  • Avoiding upfront bonuses 
  • Prioritizing the interests of the consumer 
  • Market-like returns 
  • The worst-case scenario for annuities 


Key Takeaways:  

  • Don’t let yourself be fooled by upfront bonuses and not everybody needs an income rider. Be reminded that...

Dec 21, 2021

In this episode, The Annuity Man and David Blanchett discuss: 

  • People’s irrational preference 
  • A gap between perceived and actual ability
  • Is cryptocurrency going to last? 
  • Investing when there are low yields


Key Takeaways: 

  • In theory, people should be indifferent between spending down your portfolio and living...

Dec 14, 2021

In this episode, The Annuity Man and Jason Fichtner discuss: 

  • Preparing for depletion
  • Preaching to a hurricane 
  • Maximizing returns and minimizing risks
  • The real danger zone


Key Takeaways: 

  • There’s going to be depletion in combined trust funds in 2024. In response to this, you can delay claiming your social...

Dec 7, 2021

In this episode, The Annuity Man and Steve Parrish discuss: 

  • People don’t understand annuities
  • Preparing for diminished capacity
  • Life expectancy is good and getting better
  • Managing your retirement plan


Key Takeaways: 

  • Annuities are not an investment, it’s a form of insurance that makes investments even better.

Nov 30, 2021

In this episode, The Annuity Man and Bob Carlson discuss: 

  • Current taxation and retirement climate
  • Changes in Roth IRA rules
  • Strategies you can use to get around IRA changes
  • Donor-advised funds and some investment strategies


Key Takeaways: 

  • A lot of proposals are being thrown around, but the votes even out enough...