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“Fun With Annuities” The Annuity Man Podcast

Feb 1, 2022

In this episode, The Annuity Man and Jeff Miller discuss: 

  • Benefitting from an expert’s guidance
  • Inflation and increases in rates
  • Correcting the social security issue 
  • Deciding when to retire and when to claim social security


Key Takeaways: 

  • Consult with experts in social security to get as much valuable information as you need and generate the most optimal strategy that’s tailor-made for you. 
  • Inflation will affect each one differently, but it will affect everybody somehow - especially in general needs, such as an increase in food prices.  
  • It’s easy for politicians to paint all rich people as evil, forgetting that most people with a lot of money scrimped, saved, and worked their whole lives for it. 
  • Retirement is not relevant to when to claim your social security. What’s relevant is if your benefits will go up if you delay a year or how does it match your life expectancy. 


"They link the two - retirement and claiming as if they’re the same thing. If you got our reports, you will see when the optimal time is to claim - and we don’t ask you when you’re gonna retire… If you’re gonna do an optimization of this - that’s not directly relevant to the issue." —  Jeff Miller.


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