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“Fun With Annuities” The Annuity Man Podcast

Sep 28, 2021

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

  • Running away from lies and half-truths 
  • “Guaranteed increasing income” and other misleading statements
  • Knowing how much you’ll really earn 
  • Why people choose annuities 


Key Takeaways: 

  • If anybody tells you that what they’re selling has “no...

Sep 21, 2021

In this episode, The Annuity Man and John Lenz discuss: 

  • How people reacted to the new payroll tax rule for LTC in Washington state.
  • Live, die, quit - find out what that means
  • Making mathematical decisions for your retirement


Key Takeaways: 

  • Live, die, quit. If you live, and you need long term care services,...

Sep 14, 2021

In this episode, The Annuity Man and Kerry Pechter discuss: 

  • What is the Bermuda Triangle Strategy? 
  • How the Bermuda Triangle Strategy will affect you.
  • The problem with the annuity industry.
  • Prioritizing the consumer over anything.


Key Takeaways: 

  • The points of the triangle are: a life/annuity company with large...

Sep 7, 2021

In this episode, The Annuity Man and Chuck Jaffe discuss: 

  • Some good examples of bad investments
  • Issues with cryptocurrency
  • Understanding indexed annuities 
  • Interest rates and inflation 


Key Takeaways: 

  • Some investments are unjustifiable and unnecessary. 
  • Cryptocurrency isn’t that different from gift checks,...