Mar 27, 2024
In this episode, The Annuity Man discussed:
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What retirement is all about
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The ducks that you may already have
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Annuity income ducks
Key Takeaways:
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Retirement, or chapter two of your life, is the time that you need money hitting the bank account so that you can go live your life. This chapter is going to be...
Mar 26, 2024
In this episode, The Annuity Man and Marcia Mantell discuss:
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The value of simplicity in understanding financial concepts
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Getting ready for the emotional aspect of retirement
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The key to financial success in retirement
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The importance of creating an estate plan
Key Takeaways:
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If you can’t explain a...
Mar 20, 2024
In this episode, The Annuity Man discussed:
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The standard of a fiduciary
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Your retirement is not a game
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Annuities as guarantees and as commodities
Key Takeaways:
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Be wary of people in the annuity industry who sell one product to every type of person. In most cases, the product they’re selling is the...
Mar 13, 2024
In this episode, The Annuity Man discussed:
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Buying contractual guarantees
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Keeping it simple with annuities
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Annuities that adjust for inflation
Key Takeaways:
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Buy annuities only for their contractual guarantees. Don’t buy an annuity for hypothetical, theoretical, back-tested returns. Don’t buy an...
Mar 12, 2024
In this episode, The Annuity Man and Andy Panko discuss:
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How advisors should construct their fees
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The complexity of decumulation
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Making the plan as good as it can be
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Cryptocurrency is a lottery ticket
Key Takeaways:
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The work isn’t linear to the asset size; advisors shouldn’t make more money just...