“Fun With Annuities” The Annuity Man Podcast

Apr 30, 2025

In this episode, The Annuity Man discussed: 

• An overview of Deferred Income Annuities

• Finding the best fit 

• Income Riders attached to Indexed Annuities

Key Takeaways: 

• DIAs are essentially single-premium immediate annuities deferred past one year. It has no moving parts, no annual fees, and no market...

Apr 29, 2025

In this episode, The Annuity Man discussed: 

• The value of annuities for lifetime income planning 

• Laddering strategy with annuities 

• Placing an annuity inside a trust 

Key Takeaways: 

• When it comes to planning for lifetime income, annuities can be a valuable tool. However, it's essential to approach...

Apr 23, 2025

In this episode, The Annuity Man discussed: 

• Should you purchase I Bonds? 

• Treasuries are as safe as it gets 

• Five places to put your money 

• Inflation is personal 

Key Takeaways: 

• Purchasing I Bonds is a no-brainer. Go to treasurydirect.gov to buy direct from the treasury I Bonds. 

• Treasuries are as safe...

Apr 16, 2025

In this episode, The Annuity Man discussed: 

• Traditional laddering with MYGAs

• What is “reversing”? 

• Traditional laddering and reversing 
  
  

Key Takeaways: 

• You do a traditional 3-year, 4-year. 5-year ladder if you are hoping that rates will go higher. It’s a strategy you use when you want to have money as...

Apr 9, 2025

In this episode, The Annuity Man discussed: 

• Protecting your beneficiary from dumb choices

• How Stan lovingly handcuffs his beneficiaries

• Handcuffing your loved ones is good for them

Key Takeaways: 

• Lovingly handcuffing your beneficiaries with annuity guarantees protects them from making dumb decisions with...