May 29, 2024
In this episode, The Annuity Man discussed:
The four primary annuity types for lifetime income
There’s no ROI until you die with lifetime income annuities
Two important questions to consider when buying annuities
Key Takeaways:
There are four primary annuity types providing lifetime income: Single...
May 22, 2024
In this episode, The Annuity Man discussed:
The pricing mechanism of annuity products
Annuities are commodity products
Buy only the products that you understand
Key Takeaways:
Annuity pricing is primarily based on life expectancy, with interest rates playing a secondary role. Another key factor in...
May 21, 2024
In this episode, The Annuity Man and Roger Whitney discuss:
The two retirement crises
Balancing on the teeter-totter
Before going into fancy tactical stuff
Focusing on what you can control
Key Takeaways:
There are two retirement crises: one is when people don’t have enough money to pay the bills...
May 15, 2024
In this episode, The Annuity Man discussed:
Focusing on guarantees
The best annuity
Finding the annuity best suited for you
Key Takeaways:
Annuities are financial products that can provide a steady stream of income during retirement, but they come with both benefits and limitations. It's essential...
May 8, 2024
In this episode, The Annuity Man discussed:
Don’t time the market when buying annuities
The cost of waiting for the perfect moment
Key Takeaways:
Don’t time the market when buying annuities. Instead of trying to find the perfect moment, determine whether you actually need an annuity by asking yourself...