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...