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“Fun With Annuities” The Annuity Man Podcast

Sep 25, 2024

In this episode, The Annuity Man discussed: 

  • How different your life could be with more money 

  • Retiring from work and the markets

  • Investing safely and smartly 

  • Living off of guarantees 

 

Key Takeaways: 

  • People in the news and most financial advisors will tell you always to keep money in the markets, but you...


Sep 24, 2024

In this episode, The Annuity Man discussed: 

  • Ensuring a stable retirement regardless of politics 

  • How annuities are priced 

  • Planning for political uncertainty 

  • Tailoring annuities to your financial goals 

 

Key Takeaways: 

  • Annuities provide a guaranteed income floor regardless of political outcomes. Take...


Sep 18, 2024

In this episode, The Annuity Man discussed: 

  • Lifetime income and principal protection 

  • Return of your money 

  • Peeling of the interest to solve income needs 

 

Key Takeaways: 

  • Annuities aren’t only for lifetime income, some products just protect the principal like a MYGA or a Fixed Annuity. 

  • With lifetime...


Sep 11, 2024

In this episode, The Annuity Man discussed: 

  • When is it a good time to buy an annuity? 

  • Are annuities for market growth? 

  • Annuity sales tactics to be wary of 

 

Key Takeaways: 

  • Annuities aren’t for everybody. If you need to transfer risk, need contractual guarantees, or solve for principal protection, income...


Sep 10, 2024

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

  • What is “chicken money”?

  • Considering future crises in your financial plan 

  • Seeking trusted advisors 

  • Building an income floor 

 

Key Takeaways: 

  • Your “chicken money” is money that you can’t afford to lose. CDs, treasury bills, money...