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“Fun With Annuities” The Annuity Man Podcast

Jul 27, 2022

In this episode, The Annuity Man discussed:

  • Limit on annuities 
  • Putting everything on an annuity 
  • How much should you invest in annuities? 
  • Why an application could get denied 


Key Takeaways: 

  • For most financial products, you can get as much as you want, but there is a limit on what you can get with annuities, and...

Jul 26, 2022

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

  • Hedging for rising inflation rates 
  • Accessing institutional shares through 401k 
  • What are your digital assets? 
  • Watching out for blockchain technology


Key Takeaways: 

  • The inflation rate that you experience is probably lower than what data that is shared...

Jul 20, 2022

In this episode, The Annuity Man discussed: 

  • Addiction to the market 
  • Reflecting on what you really want 
  • How would you like your retirement to look like 
  • When you don’t need an annuity 


Key Takeaways: 

  • It is possible to get addicted to the market, and when you’re at that point, you’ll need to give yourself...

Jul 19, 2022

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

  • Annuity companies do not give free money 
  • Ways to know if you’re dealing with a qualified advisor 
  • Sales pitches that you should watch out for 
  • Buying a product that you understand 


Key Takeaways: 

  • Upfront bonuses are candy for the stupid. There are no...

Jul 13, 2022

In this episode, The Annuity Man discussed: 

  • The annuity industry’s bad reputation
  • Don’t trust the sales pitch 
  • Are all annuities bad? 
  • Ask for the contractual guarantees 


Key Takeaways: 

  • The annuity industry has unfortunately earned its bad reputation despite its monopoly on lifetime income. That’s because...