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“Fun With Annuities” The Annuity Man Podcast

Aug 31, 2022

  In this episode, The Annuity Man discussed: 

  • Choosing brutally factual service 
  • Listening to the facts.
  • On your own terms and timeframe. 
  • Annuities should be bought, not sold. 

 

Key Takeaways: 

  • When you go to see your cancer doctor, you don’t want him to be your friend, you want him to be brutally factual. You...


Aug 30, 2022

In this episode, The Annuity Man and Elliot Raphaelson discuss: 

  • Making sure you get your full benefits 
  • Eligibility in Medicare 
  • Getting educated through books, experts, and classes
  • The good and the bad of I Bonds 

 

Key Takeaways: 

  • Turning 65 doesn’t automatically mean that you’ll get your full benefits. You...


Aug 24, 2022

In this episode, The Annuity Man discussed: 

  • What chapter two is all about 
  • It’s okay to miss out 
  • Life span and health span 
  • The scars of the middle class 

 

Key Takeaways: 

  • When you go to chapter two of your life, it’s all about lifestyle; it’s all about contractual guarantees. Whether you want to protect the...


Aug 23, 2022

In this episode, The Annuity Man and Owen Schrum discuss: 

  • How cryptocurrency flopped with the market crash
  • Risk is personal, so is inflation 
  • Are we going through a recession right now? 
  • Avoiding the emotional aspect of investing 

 

Key Takeaways: 

  • Cryptocurrency is supposed to be the new currency but when the...


Aug 17, 2022

In this episode, The Annuity Man discussed: 

  • What “zero is your hero” means 
  • Dirty tactics that agents use to sell annuities 
  • A more rational alternative CD product 
  • Zero is not your hero 

 

Key Takeaways: 

  • The phrase “zero is your hero” means that when the market goes down, you will not lose any money. In...