Feb 28, 2023
In this episode, The Annuity Man and Mark Iwry discuss the following:
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What is a QLAC?
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One of the best features of a QLAC
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Structuring a QLAC with cash refund
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Why QLACs aren’t popular
Key Takeaways:
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A QLAC or a Quality Longevity Annuiy Contract is a deferred annuity that’s helpful for people trying...
Feb 22, 2023
In this episode, The Annuity Man discussed:
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Social security is an annuity
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Why you can’t hate all annuities
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Structuring annuities
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Having contractual guarantees in place
Key Takeaways:
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If annuities are all bad, then nobody should claim their pensions. Social security is an annuity, one that you...
Feb 15, 2023
In this episode, The Annuity Man discussed:
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Threading the needle with volatility
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Freedom from volatility
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Annuities are the haystack
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Time to secure guarantees
Key Takeaways:
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Threading the needle to get market returns makes you dependent upon so much unknown. You’re dependent on world markets,...
Feb 14, 2023
In this episode, The Annuity Man and Pam Krueger discuss:
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Should you trust people not held to a fiduciary standard?
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The advantage of buying a registered advisor
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The mark of a great financial advisor
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Two questions you must ask your advisor
Key Takeaways:
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There are a lot of self-described advisors...
Feb 8, 2023
In this episode, The Annuity Man discussed:
- There are no U-Hauls behind hearses
- Why aren't you spending your money?
- Fly first class, or your kids will
- The millionaire next door
Key Takeaways:
- The phrase “there are no U-Hauls behind hearses” means that you don’t get to keep anything you’ve amassed when...