Nov 5, 2025
In this episode, The Annuity Man discussed:
-
Choosing guarantees over speculation
-
Knowing your “PILL” for protection
-
Building your income floor
-
Balancing risk with security
Key Takeaways:
-
Crypto investments are like rolling dice, while annuities provide contractual guarantees and predictable results....
Nov 4, 2025
In this episode, The Annuity Man and Wade Pfau discuss:
-
Retirement Income Style Awareness (RISA) framework
-
Wade’s different viewpoint on retirement
-
4% rule of thumb and its limitations
-
The truth about retirement planning strategies
Key Takeaways:
-
Understanding one's preferred retirement income strategy...
Oct 29, 2025
In this episode, The Annuity Man discussed:
-
Building stability through guaranteed income
-
Balancing growth with protection
-
Turning profits into long-term security
-
Planning now for future calm
Key Takeaways:
-
Relying solely on volatile markets can be risky, especially with age. Creating an “income...
Oct 22, 2025
In this episode, The Annuity Man discussed:
-
Planning spousal income with precision
-
Avoiding risky annuity strategies
-
Building protection through legal planning
-
Resisting sales pressure and complexity
Key Takeaways:
-
Secure your spouse’s future by designing an intentional plan, not by guessing or...
Oct 15, 2025
In this episode, The Annuity Man discussed:
-
The purpose of Fixed Index Annuities
-
Buying only for contractual guarantees
-
Why do some agents oversell Index Annuities
-
Understanding contractual guarantees
Key Takeaways:
-
Fixed Index Annuities are designed for principal protection and lifetime income, not...