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“Fun With Annuities” The Annuity Man Podcast

Apr 27, 2021

In this episode, The Annuity Man discusses: 

  • Compliance at family offices, hedge funds, and other securities offices. 
  • Possible hiccups and downturns on the horizon. 
  • The misinformation around the 4% Rule. 
  • The research behind Barry’s book, The Pirates of Manhattan. 

 

Key Takeaways: 

  • Family offices have more...


Apr 20, 2021

In this episode, The Annuity Man discusses: 

  • What cryptocurrency is and how blockchain works. 
  • Losing Bitcoin and the future of the cash dollar. 
  • Looking at cryptocurrency as an investment. 
  • Normalizing cryptocurrency with direct and indirect regulations. 

 

Key Takeaways: 

  • It is a speculation tool, an investment,...


Apr 13, 2021

In this episode, The Annuity Man discusses: 

  • The relationship between annuities and inflation. 
  • Don’t believe the pitch, understand the contract. 
  • How you do address inflation with annuities. 
  • Laddering your annuities with staggered start dates.  

 

Key Takeaways: 

  • Interest rates do not have to go up, and there are...


Apr 6, 2021

In this episode, The Annuity Man discusses: 

  • The top questions to ask your advisor about annuities. 
  • Knowing which questions are deal-breakers from the beginning for advising you about annuities. 
  • The nuances and varieties of annuities. 
  • The reasons to ask these questions for your best contractual guarantees. 

 

Key...