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“Fun With Annuities” The Annuity Man Podcast

Jan 31, 2023

In this episode, The Annuity Man and Terry Savage discuss: 

  • The national debt will not default 
  • Speculating on bitcoin 
  • Inflation, debt, and layoffs 
  • An annuity is not an investment

 

Key Takeaways: 

  • Stop panicking. The national debt will not default. Think rationally about this instead of listening to bad opinions...


Jan 25, 2023

In this episode, The Annuity Man discussed: 

  • Locking in for three years and over 
  • The top three safest money 
  • When to go for CDs and treasuries 

 

Key Takeaways: 

  • Ask yourself how long you want to lock the money in for. MYGAs provide the highest contractual guarantee if it’s three years and over compared to CDs...


Jan 18, 2023

In this episode, The Annuity Man discussed: 

  • You can afford the drink 
  • Stop making table lemonade
  • Math is the medicine 
  • Taking baby steps

 

Key Takeaways: 

  • You can afford the drink so go ahead and buy it. Don’t let the scars of scarcity control your life’s decisions. Live your life. 
  • Stop making table lemonade....


Jan 17, 2023

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

  • Changes in 401k and IRA provisions 
  • Why you should spend time on income taxes
  • Generating guaranteed lifetime income 
  • Be prepared to adapt your plan 

 

Key Takeaways: 

  • The Secure Act 2.0 gives provisions that are designed to make employer retirement plans more...


Jan 11, 2023

In this episode, The Annuity Man discussed: 

  • The fear of running out of money
  • Solving the fear of running out 
  • Is FORO more important the FOMO? 
  • Using math to address FORO 

 

 

Key Takeaways: 

  • Most of us didn’t grow rich. We saw what it was like to live in scarcity, and today, many of us still carry those scars....